Wipfli Financial Advisors, LLC (Wipfli Financial) was ranked #13 on Accounting Today’s “Wealth Magnets” list, which ranks the top 150 CPA-affiliated wealth management firms.
In the report, Wipfli Financial was listed as #13 overall, earning a spot in the “$1 Billion-Plus Club” with $4.53 billion in assets under management as of December 31, 2020.
“We are honored to be recognized on the Accounting Today leaderboard and extend our gratitude to the associates and clients who helped us get here,” said Jeff Pierce, CEO. “The pandemic highlighted the importance of communication and providing a clear, steadying voice in uncertain times. What starts with support for associate well-being extends out to our clients who, I believe, recognize a true ethic of care and commitment in the way we lead.”
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.
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.
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.
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.
Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Wipfli Financial is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see link as to participation criteria/methodology, to the extent applicable). Unless expressly indicated to the contrary, Wipfli Financial did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Wipfli Financial by any of its clients.