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

Press Contact

Jennifer Hacker Olsen

952.548.3389

jolsen@wipfli.com

Milwaukee, Wisconsin — In a recent survey of CPA firms offering financial planning and investment advisory services, Wipfli LLP ranked fifth nationwide in total assets under management. Wipfli was the only Wisconsin-based firm in the top five firms.

The survey was conducted by Top Firms by AUM, a supplement to the industry magazine, Accounting Today, and was based on information collected from 186 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 14 firms, of which Wipfli is included, manage $35 billion of the $55 billion represented by the total firms in the survey.

To view the survey, visit http://www.webcpa.com.

About Wipfli LLP

With approximately 1,000 associates and 22 offices in the United States and India, Wipfli LLP (Wipfli) ranks among the top 30 accounting and business consulting firms in the nation. For over 81 years, Wipfli has provided private and publicly held companies with industry-focused assurance, accounting, tax and consulting services to help clients overcome their business challenges today and plan for tomorrow. The firm’s clients include manufacturers, construction companies, contractors and developers, real estate companies, health care organizations, financial institutions, insurance companies, nonprofit organizations, units of government, dealerships and individuals. Wipfli is an independent member of PKF International Limited, the tenth largest global accounting network in the world. For more information, visit http://www.wipfli.com.