HoganTaylor Wealth Recognized as a Top Firm by Assets Under Management from Accounting Today

June 16, 2022 HoganTaylor Wealth

Top 150 AUM firm

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

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.

INFORMATIONAL PURPOSE ONLY. This content is for informational purposes only. This content does not constitute professional advice and should not be relied upon by you or any third party, including to operate or promote your business, secure financing or capital in any form, obtain any regulatory or governmental approvals, or otherwise be used in connection with procuring services or other benefits from any entity. Before making any decision or taking any action, you should consult with professional advisors.

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