Wipfli Financial Advisors crosses $5 billion milestone

Thursday, July 29, 2021

Wipfli Financial Advisors, LLC, announced today that it has reached a milestone of $5 billion in assets under management (AUM). The achievement is another reflection of Wipfli Financial’s upward growth trajectory by providing exceptional client service and new services to serve our clients and their families.

“This is an exciting milestone for our firm and a testament to our commitment to serving clients with a truly talented group of advisors,” said Jeff Pierce, chief executive officer. “We have always been innovative and responsive in our approach to client service, which has been core to our growth.”

Wipfli Financial was founded in 1999 with a mission to make objective, comprehensive financial advice available to all investors. Nearly two decades later, the company has expanded its geographic reach and has grown to a team of nearly 80 associates in 19 offices.

Wipfli Financial offers full-spectrum advice that integrates clients’ financial, tax, insurance and investment needs into a cohesive, long-term plan. Wipfli Financial is an affiliate of Wipfli LLP, a top 20 accounting and consulting firm.

“We are constantly evaluating and addressing the needs of our evolving client base with a one-team mindset and by driving collaboration across Wipfli and Wipfli Financial to ensure we experience stronger continuity, scalability and financial stability,” Pierce said.

This unique offering leverages collaboration between the two firms’ solutions for wealth planning, tax, family office, insurance planning, valuation, business transition and other key offerings across Wipfli — giving clients access to holistic planning around all aspects of their financial well-being instead of focusing on a singular need.

Recently, Wipfli Financial was also named to Financial Advisor Magazine’s 2021 top RIA list and in 2020 was named to Accounting Today’s Top Wealth Magnets List.

To be eligible for the Financial Advisor Magazine’s ranking, advisory firms were required to be a registered investment advisor, having filed their own Form ADV registration statement with the U.S. Securities and Exchange Commission (SEC); and provide financial planning and related services to individual clients. Corporate RIA firms and investment advisor representatives (IARs) were not eligible for this survey. Wipfli Financial did not pay to be considered. For the full ranking, please view the original report.

To qualify for the Accounting Today 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. Neither award discussed herein is indicative of future performance or representative of any client experience (positive or negative) with Wipfli Financial.

Wipfli Financial Advisors, LLC (“Wipfli Financial”) is an investment advisor registered with the U.S. Securities and Exchange Commission (SEC); however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Wipfli Financial is a proud affiliate of Wipfli LLP, a national accounting and consulting firm. Information pertaining to Wipfli Financial’s management, operations, services, fees and conflicts of interest is set forth in Wipfli Financial’s current Form ADV Part 2A brochure and Form CRS, copies of which are available from Wipfli Financial upon request at no cost or at www.adviserinfo.sec.gov. Wipfli Financial does not provide tax, accounting or legal services.

View More