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Published on September 23, 2026 4 min read

Aprio Wealth Management Claims Spot on Atlanta Business Chronicle’s Largest Financial Planning and Advisory Firms List

Aprio Wealth Management Claims Spot on Atlanta Business Chronicle’s Largest Financial Planning and Advisory Firms List

Summary:

  • Aprio Wealth Management (AWM) ranked No. 24 on Atlanta Business Chronicle’s list of Atlanta’s Largest Financial Planning and Advisory Firms.
  • AWM advises individuals, families, and business owners nationwide, with planning across investments, tax strategy, retirement, estate planning, insurance, and family office services.
  • Clients work with one coordinated team, drawing on Aprio’s tax, advisory, legal, audit and wealth professionals.

 

ATLANTA – September 23, 2026 Aprio Wealth Management (AWM) is recognized by Atlanta Business Chronicle’s Largest Financial Planning and Advisory Firms List, earning the No. 24 ranking among leading financial advisory firms in Atlanta. The recognition highlights AWM’s continued growth, commitment to client service, and strong presence within the wealth management industry.

As part of Aprio, AWM continues to expand its impact by offering integrated wealth management solutions designed to address the evolving needs of individuals, families, and business owners. Earning a place among the top firms reflects AWM’s dedication to providing personalized strategies that align with clients’ financial goals and long-term objectives.

“Being recognized among Atlanta’s largest financial planning advisory firms is a reflection of the trust our clients place in us and the strength of both our team here at home and across the country,” said Keith Greenwald, CEO of Aprio Wealth Management. “Our advisors sit alongside Aprio’s tax, advisory, audit, legal teams, where a client’s business and personal financial picture is looked at together. As our clients grow and their lives become more interconnected, we grow with them, supporting them to make more confident decisions about their future.”

The recognition reflects AWM’s growth and its standing in the wealth management industry. Client planning spans investments, tax strategy, retirement, estate planning, insurance, and family office services. Through the firm’s growth, clients have kept the relationships they trusted and even gained a wider bench.

To view the full list, visit the Atlanta Business Chronicle.

To learn more, visit wealth.aprio.com.

 

About Aprio

Aprio is redefining what it means to be a global advisory and accounting firm. We help businesses and individuals Account for Anything™ — delivering clarity and confidence in a world full of unknowns. Aprio is the brand name under which Aprio, LLP, and Aprio Advisory Group, LLC deliver professional services to clients worldwide. Aprio Advisory Group, LLC provides advisory, tax, legal, wealth, and talent solutions to help build value, drive growth, manage risk, and protect wealth, while Aprio, LLP delivers high-quality, principled audit and attest services. With more than 3,500 team members serving clients in 50+ countries and $5.8 billion in assets under advisement as of June 30, 2026, Aprio is consistently recognized as a Top Workplace, celebrated for transformative growth on the Inc. 5000 and Inc. Power Partners lists, and led by Richard Kopelman, named to Accounting Today’s Top 100 Most Influential People in Accounting. Learn more at Aprio.com.

 

About Aprio Wealth Management

Aprio Wealth Management delivers integrated, fiduciary-based financial services designed to simplify the complexities of wealth management. As a fee-based SEC Registered Investment Advisor, Aprio Wealth Management offers comprehensive planning across investments, tax strategy, retirement, estate planning, insurance, and family office services. Clients benefit from the continuity and coordination of working with a single, collaborative team that understands their complete financial picture. Backed by the resources and infrastructure of a top 20 accounting and business advisory firm, Aprio Wealth Management provides objective guidance, strategic insight, and long-term value across generations.

Investment Advisory services are offered through Aprio Wealth Management, LLC, an independent Securities and Exchange Commission Registered Investment Advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities, and past performance is not indicative of future results. Investments involve risk and are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.

 

Ranking Methodology

The Atlanta Business Chronicle’s annual list of Atlanta’s Largest Financial Planning and Advisory Firms is ranked by total assets under management for Atlanta offices, as reported to the publication by submitting firms. Firms that do not submit information are not included in the ranking.

 

Follow Aprio Wealth Management:

Aprio Wealth Management Website: https://www.wealth.aprio.com/
Aprio Wealth Management Careers: https://www.wealth.aprio.com/careers/
Aprio Wealth Management LinkedIn: https://www.linkedin.com/showcase/aprio-wealth-management/

 

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Aprio Media Contact

Leslie Weiner, Public Relations Manager
[email protected]