Wipfli Financial Advisors, LLC (Wipfli Financial), has maintained its #11 spot on Accounting Today’s “Wealth Magnets” list, which every year ranks the top 150 CPA-affiliated wealth management firms. The firm also made it, once again, into the Billion Dollar Club which ranks those firms who manage over $1 billion in client assets.
In the report, Wipfli Financial was listed as #11 with $3.6 billion in assets under management as of December 31, 2019.
“We are delighted to maintain our spot and be recognized by Accounting Today as one of the top firms in our industry. It’s an honor to be recognized for the trust our clients place in us,” said Jeff Pierce, CEO, Wipfli Financial. “It has reinforced our belief that a firm can’t solely be focused on investment returns and go into hiding especially in unprecedented times such as the pandemic. Advisors have to be proactive with clients and prospects by reaching out to them and checking in on them on a frequent basis — connecting and listening.”
Wipfli Financial provides holistic wealth management solutions to help individuals, families and businesses make impactful decisions for their financial future. In collaboration with its affiliate and majority owner, Wipfli LLP, one of the nation’s leading accounting and consulting firms, Wipfli Financial offers full-spectrum advice that integrates clients’ financial, tax, insurance and investment needs into a cohesive, long-term plan.
Wipfli Financial opened in 1999 with a mission to make objective, comprehensive financial advice available to the everyday investor. Nearly two decades later, the company has expanded across the country and grown to a team of 80 associates while further aligning with the CPA-affiliated approach.
To qualify for the list, companies must be CPA firms that have a wealth management/financial planning practice (including subsidiaries and affiliates). At minimum, one of the advisors in the practice must be a licensed CPA. Wipfli Financial did not pay to be considered for this ranking. For the full list and ranking criteria, please view the original report. The award discussed herein is not indicative of future performance or representative of any client experience (positive or negative) with Wipfli Financial.