Birmingham, Ala. - Warren Averett Asset Management was recently ranked among the top CPA financial planners by assets under management (AUM). In its 12th annual report of top firms published earlier this month, Accounting Today nationally ranked Warren Averett Asset Management as the 15th largest financial planner among 150 total CPA firms. Among these firms, Warren Averett Asset Management is the second-largest in the Southeast.
“This ranking is not an indication of our own success or status; it is instead a kind reminder to us that our clients continue to be the driving factor behind all that we do and seek to achieve. Our goal is to see our clients succeed holistically, and we believe sound asset management is a part of that success. We are humbled that our clients would commit their trust to us concerning their financial and retirement goals so that we may have the opportunity to assist and advise them in the most advantageous way possible,” Josh Reidinger, president of Warren Averett Asset Management, stated.
Accounting Today reports that over 200 firms submitted information in order to be considered in the rankings. According to the source, the dates these firms used to report AUM varied, but in all instances, this information was gathered after the 2017 year end. The list of rankings organizes the firms in descending order of AUM, with the largest firm in this respect mentioned first, and groups them into comparable categories based on these rankings. These groups include planners that have under $100 million in AUM, $100 million-plus planners, $500 million-plus planners and $1 billion-plus planners. Warren Averett Asset Management, reporting over $2 billion of assets under management, was placed in the largest group, named “The Billion Dollar Club.”
In light of this ranking, we will continue to place the needs of our clients first, and we will continue to acknowledge them first and foremost for any success awarded to us. We look forward to adapting and growing with and for our clients in order to meet their needs. We are thankful to our clients that they have qualified us to receive such recognition, but mostly, we are thankful for the opportunity to serve them.
About Warren Averett Asset Management
Warren Averett Asset Management was founded in 1999 and advises on assets in excess of $2.4 billion. An independent Registered Investment Advisor (RIA), the firm is headquartered in Birmingham, Alabama, and serves clients across seven offices in Alabama, Florida and Georgia, offering collaborative investment, tax, estate and financial planning services.