PBMares Wealth Management, LLC, a registered investment advisory firm, was recently ranked as a Top 150 CPA Firm by AUM (assets under management) by Accounting Today magazine. PBMares Wealth Management is a subsidiary of PBMares, LLP, a leading accounting and business-consulting firm serving clients nationally and internationally.
This is the 12th year of the Wealth Magnet ranking and includes the leading CPA firms involved in financial planning. PBMares was first included in this ranking in 2017 and now has more than $600M in AUM. The division was formed in 1999 and has since grown to a team of 16 professionals representing more than 150 years of combined experience.
“This ranking shows more than just the dollar amount we help our clients manage,” said Rob Klingensmith, managing director of PBMares Wealth Management. “It demonstrates the commitment and connection we have to our clients and the trust they have in our team of advisors,” he added.
PBMares Wealth Management is comprised of Certified Public Accountants, Certified Financial Planners, a Chartered Investment Management Analyst, a Certified Exit Planning Advisor, a Certified Plan Fiduciary Advisor, and Registered Investment Advisors who specialize in customized investment management, financial planning, retirement plan services, and business value optimization.
*The 2018 Wealth Magnets Ranking of the Top 150 Firms by AUM is published by Accounting Today, an independent company unaffiliated with PBMares Wealth Management, LLC. The ranking is exclusively by assets under management and is based on submissions by over 200 firms. The dates used by firms submitting data varies. Data provided by Audit Analytics, an online intelligence service that delivers audit, regulator and disclosure analysis to the accounting community. Information from these sources is deemed to be reliable, but accuracy cannot be guaranteed. PBMares Wealth Management, LLC did not pay to be included in this ranking. Working with a ranked advisor should be evaluated properly and has no correlation to investment results. Working with a highly-ranked advisor does not ensure that a client or prospective client will experience a higher level of performance or results. Third-party rankings are no guarantee of future investment success or performance. This ranking is conducted by a third-party provider and not meant to serve as an endorsement for PBMares Wealth Management, LLC. Rankings should not be considered an endorsement of the wealth manager by any client nor are they representative of any one client’s evaluation. For informational purposes only.