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 thrilled that HoganTaylor Wealth has once again been included in this esteemed list,” said Todd Wisdom, CEO of HoganTaylor Wealth. “This recognition indicates that we are achieving the goals we set out to accomplish by serving our clients well, ensuring their personal and business goals are current and efficient."
With $546,794,508 in AUM, HoganTaylor Wealth is the 71st 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 2023 Top 150 firms is available on accountingtoday.com.
HoganTaylor Wealth
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 pride in serving clients as an independent fiduciary through holistic financial planning. Learn more at hogantaylor.com/wealth.
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