Annual Report 2025
Growing Our Impact
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KRD, Ltd.
KRD, Ltd., provides financial, wealth planning, assurance, tax, consulting, and outsourced accounting services for high-net-worth families, businesses, and other organizations. This acquisition establishes our presence in Chicago and represents a new market for Aprio.
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Burkett & Beattie, Inc.
Burkett & Beattie provides full-service accounting and tax services for small, growing businesses, with a focus on health clubs, marketing research, and veterinary hospitals. This acquisition reinforces our commitment to serving the Midwest market, including Chicago – one of the fastest-growing business hubs in the U.S.
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Nardone, Pridgeon & Company, P.A
Baltimore-based Nardone, Pridgeon & Company provides highly personalized accounting, tax, and advisory services, with a focus on high-net-worth families and real estate. This acquisition strengthens our growing Mid-Atlantic presence and ability to serve clients across the region.
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Mangold Anker Phillips, PLLC
Mangold Anker Phillips is a tax, accounting, and business advisory services firm based in Austin, Texas. This acquisition builds upon our existing presence in Austin, adds new capabilities, and positions us to deliver even greater value to clients across the region.
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JMS Advisory Group, LLC
JMS Advisory Group is an Atlanta-based firm specializing in unclaimed property compliance and escheat process development and improvement, serving clients across more than two dozen industry segments. This acquisition adds unclaimed property compliance capabilities to our service portfolio, along with expanded advisory resources.
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RSM US LLP’s Professional Services+Practice
RSM’s Professional Services+Practice serves almost 80 firms across the U.S. and Canada with resources and advisory services related to strategy and leadership, talent development, business processes and operations, and access to group-buying solutions. This acquisition brings a robust community of complementary firms with unique opportunities for collaboration and growth.
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SND Partners, LLP
SND Partners is a San Francisco Bay accounting firm specializing in Affordable Housing Tax Credit and Housing and Urban Development audits. This acquisition allows Aprio to scale our capabilities and serve a broad range of for-profit and nonprofit organizations across real estate and community development sectors.
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Radix Law
Aprio and Radix Law, a full-service business law firm based in Scottsdale, Arizona, joined together as Aprio Legal, LLC, a full-service, Alternative Business Service (ABS) law firm serving entrepreneurs and business leaders with a holistic approach. This strategic collaboration offers clients a one-stop destination to address business and legal challenges with forward-thinking solutions.
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Nextfed, Inc
Virginia-based Nextfed is a premier strategy consulting and M&A advisory firm with deep experience in the commercial aerospace, defense, and government services sectors. The acquisition strengthens Aprio’s ability to serve clients in these sectors and expands our presence in the Washington D.C. area.
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O’Connor Consulting Services, LLC
Based in the Washington D.C. area, O’Connor Consulting Services specializes in nonprofit business advisory and interim outsourcing services. The acquisition gives Aprio the ability to deliver high-impact, business advisory services to mission-driven organizations.
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Sandler & Company, P.C.
Sandler & Company is a boutique CPA firm based in Boston, Massachusetts. This acquisition doubles Aprio’s financial services capabilities and strengthens our ability to serve hedge funds, real estate funds, private equity firms, broker-dealers, and investment advisors.
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DeFalco & Co, CPA
New Jersey-based DeFalco & Co, CPA, provides a full suite of services, including tax planning and preparation, business accounting and advisory, estate and trust consulting, and litigation support. This acquisition aligns with our focus to serve the New York Metro area’s middle-market businesses, entrepreneurs, and high-net-worth individuals with expanded solutions.
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Mize CPAs Inc.
Mize CPAs is a Kansas-based accounting and advisory firm best known for being the largest accounting and payroll services provider to McDonald’s Owner/Operators. The firm also has deep experience in construction, manufacturing and distribution, and auto dealership industries. This acquisition enables Aprio to support even more brands across the industry and deliver greater value to franchisees as they grow.
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Prism Financial Group LLC
Mize CPA affiliate Prism Financial Group is a wealth management firm based in Kansas, providing financial planning and investment advice to high-net-worth individuals, business owners, and franchisees across 42 states and managing $1.8 billion in assets. Prism joins Aprio Wealth Management to provide fiduciary-based financial planning and investment management services.