TULSA–HoganTaylor Wealth, a subsidiary of HoganTaylor, one of the largest business advisory and public accounting firms in Oklahoma and Arkansas, was recently recognized as a Top 150 CPA Firms by Assets Under Management (AUM) in the United States, according to Accounting Today.
“We are pleased that HoganTaylor Wealth has been included in this prestigious list,” said Todd Wisdom, CEO of HoganTaylor Wealth. “This recognition signifies that we are executing on our goals to help our clients think about wealth from a growth and retention standpoint, elevating both them and their businesses.”
With $563,232,618 in AUM, HoganTaylor Wealth is the 77th largest AUM practice associated with a CPA firm in the U.S.
Accounting Today’s methodology for this study includes gathering annual data on the amount of AUM held by CPA financial planners, from the planners themselves, broker-dealers, and independent market research services. The complete list of the 2022 Top 150 firms is available on accountingtoday.com.
HoganTaylor Wealth provides an integrated approach to investment and financial planning and is a registered investment advisor and subsidiary of HoganTaylor LLP. HoganTaylor Wealth takes its fiduciary responsibility seriously. Without commission, referral or soft-dollar arrangements, they operate on a fee-only basis to ensure everyone’s interests are aligned with those of the client.
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