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 Firms by Assets Under Management (AUM) in the United States, according to Accounting Today.
"We are honored that HoganTaylor Wealth has again been named to this list," said Todd Wisdom, CEO of HoganTaylor Wealth. "This recognition reflects our commitment to serving our clients effectively and helping them achieve their personal and business objectives efficiently."
With $434,377,670 in AUM, HoganTaylor Wealth is the 89th 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 2024 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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