An 11-place climb moves the firm into the top 20 CPA-affiliated wealth managers in the U.S. by assets under management
ATLANTA — June 29, 2026 — Aprio, the 20th largest business advisory and accounting firm in the U.S., today announced that Aprio Wealth Management has climbed 11 spots to No. 19 on Accounting Today’s 2026 Wealth Magnets list*, up from No. 30 in 2025. This 11-place jump moves the firm into the top 20 CPA-affiliated wealth managers in the country by assets under management (AUM).
Aprio Wealth Management’s growth is built on a fiduciary, fully integrated model that gives clients the opportunity to work with a single coordinated team across investment management, tax strategy, estate planning, retirement, and family office services. That model is strengthened by Aprio’s broader platform, which brings accounting, advisory, tax, legal, wealth, and talent together in one integrated firm.
Now in its 20th year, Accounting Today’s Wealth Magnets ranking is an independent listing produced annually by Accounting Today based on reported or researched AUM.
“We are grateful to Accounting Today for this recognition, which reflects the trust our clients place in us and the work our team does every day to deliver truly integrated financial guidance,” said Keith Greenwald, CEO of Aprio Wealth Management. “Our ability to bring together investment management, tax strategy, and planning under one roof is what sets us apart, and we are focused on continuing to build a firm our clients can count on for the long term.”
The 2026 ranking received submissions from almost 200 firms, underscoring the expanding role of accounting firms in delivering comprehensive, coordinated wealth management.
To view the full 2026 Wealth Magnets list, visit Accounting Today.
To learn more about Aprio Wealth Management services, visit www.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 audit and attest services with uncompromising quality and integrity. With more than 3,400 team members serving clients in 50+ countries and $5.5B in assets under advisement as of December 31, 2025, Aprio, the 20th largest business advisory and accounting firm in the U.S., 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.
*2026 Accounting Today’s Wealth Magnets annual ranking published in June 2026 includes the top CPA financial planners with a wealth management/financial planning practice based on assets under management. Aprio Wealth Management did not pay a fee to be included in this ranking.
Follow Aprio:
Aprio Website: https://www.aprio.com/
Aprio Careers: https://www.careers.aprio.com/
LinkedIn: https://www.linkedin.com/company/aprio/
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Aprio Media Contact
Leslie Weiner, Public Relations Manager
[email protected]