Wipfli: Ranks fifth in nation in assets under management for CPA firms

Press Contact

Jennifer Hacker Olsen



Milwaukee, Wis. (October 14, 2009) — In a recent survey of CPA firms offering financial planning and investment advisory services, Wipfli LLP ranked fifth nationwide in total assets under management.

The survey was conducted by CPA Wealth Provider, a supplement to the industry magazine, Accounting Today, and was based on information collected from 132 participating CPA firms. Wipfli’s fifth-place ranking reflects assets under management through the firm’s affiliated company of Wipfli Hewins Investment Advisors LLC/Hewins Financial Advisors.

The survey and its rankings were featured in an article entitled, “Wealth Magnets.” The article reported that the top 10 firms, of which Wipfli is included, manage $25 billion of the $40 billion represented by the total firms in the survey.

To view the survey, visit http://www.webcpa.com. For more information about Wipfli’s wealth management services contact, Ed Drake at 608.270.2917.

About Wipfli

With more than 800 associates and 15 offices in Wisconsin and Minnesota and two offices in India, Wipfli ranks among the largest accounting and business consulting firms in the nation. Wipfli can advise in all areas of business, from finance and operations to human resources, information technology, and customer relationships. Wipfli’s clients include manufacturers, health care organizations, financial institutions, nonprofit entities, dealerships, contractors and developers, small businesses, and individuals. Wipfli’s 75-year legacy of helping its clients succeed is a point of pride for each of the firm’s partners and associates. For more information, visit http://www.wipfli.com.