PBMares Wealth Management, LLC was recently ranked as a Top 150 CPA Firm by AUM (assets under management) by Accounting Today magazine, the premier publication of the certified public accounting industry. PBMares Wealth Management is a subsidiary of PBMares, LLP, a leading accounting and business-consulting firm serving clients nationally and internationally.
“PBMares Wealth Management has one priority – the success of our clients,” said Rob Klingensmith, managing director of PBMares Wealth Management. “We have made significant strides in helping more clients than we ever have before.”
This is the 15th year of the Wealth Magnet ranking. It’s comprised of the top CPA firms that are involved in financial planning. PBMares Wealth Management was first included in this ranking in 2017.
“This is a significant milestone for PBMares Wealth Management,” said Harvey Johnson, partner and CEO of PBMares, LLP. “Their success is a direct reflection of the team’s strength and commitment, as well as the trust our clients have for their advisors. Our Director, Rob Klingensmith, and the entire team at PBMares Wealth Management are to be congratulated for all of their hard work.”
Assets under management (AUM) is the total market value of the securities a financial institution owns or manages on behalf of its clients.
The 2021 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. Provided for informational purposes only. Please see https://www.accountingtoday.com/report/the-top-firms-by-aum-sr.
About PBMares, LLP
PBMares is a Certified Public Accounting and consulting firm focused on serving the audit, tax, accounting and consulting needs of companies and individuals. Founded in 1963, with 12 offices across Virginia, Northern Virginia, Maryland, and North Carolina. PBMares represents companies ranging from closely-held private businesses to leading non-profits to Fortune 500 multinationals. PBMares has industry practices specializing in construction, financial institutions, government contracting, healthcare, insurance, manufacturing, not-for-profit, real estate, restaurant, retail, state & local government and technology sectors. Its services include cybersecurity, cloud accounting, wealth management and transaction advisory services. PBMares is an independent member of the RSM US Alliance. For more information, visit www.pbmares.com, like us on Facebook, and connect with us on LinkedIn.
About PBMares Wealth Management
PBMares Wealth Management is a group of holistic fiduciary advisors who help with all of the important aspects of your wealth including retirement planning, portfolio management, estate planning, insurance planning and the tax planning of high net worth individuals, trusts, qualified retirement plans and other entities. No matter what your financial need is, our team and customized approach can help put you on a path to help you reach your goals. The Firm’s investment approach is firmly rooted in academic evidence and that investors’ long-term returns are determined principally by asset allocation decisions, rather than market timing or stock picking. PBMares Wealth Management is a subsidiary of PBMares, LLP. https://www.pbmares.com/wealth/