Wipfli Financial Advisors Advances Into the Top Five on Accounting Today’s Wealth Magnets List

PR Newswire

MILWAUKEE, July 17, 2018 /PRNewswire/ -- Wipfli Financial Advisors (Wipfli Financial) announced today that it has earned the fifth spot on Accounting Today's "Wealth Magnets" list, which ranks the top 150 CPA-affiliated wealth management firms by assets under management (AUM). In the report, Wipfli Financial was listed with $4.9 billion in AUM as of December 31, 2017.

Accounting Today noted in the supplement that firms with CPA employees or affiliates have an advantage over standard financial advisors, collaborating closely with tax professionals to provide clients with holistic financial services.

"Our steady growth as a top financial advisory firm demonstrates how our CPA-based service philosophy can fulfill the comprehensive financial needs of clients across the country," says Wipfli Financial Principal and Chief Strategy Officer Gretchen Halpin. "Our priority is to provide value in every area of our clients' financial lives and help make their long-term goals a reality."

Wipfli Financial provides fiduciary-focused wealth management solutions to help individuals, families and businesses make the best possible decisions for their financial future. In collaboration with its affiliate, Wipfli LLP (Wipfli), one of the nation's leading accounting and consulting firms, Wipfli Financial offers full-spectrum advice that integrates clients' financial, tax, insurance and investment needs into a cohesive, long-term plan.

Before June 1, 2018, Wipfli Financial operated under the legal name, Hewins Financial Advisors, LLC, d/b/a Wipfli Hewins Investment Advisors. Effective June 1, the California- and Florida-based practice offices separated from Wipfli Financial, which resulted in changes to the firm's name and leadership structure and brought down its AUM number to approximately $3.1 billion. The new AUM number is materially different from what was reported to Accounting Today's "Wealth Magnets" in early 2018.

To qualify for the list, companies must be CPA firms that have a wealth management/financial planning practice (including subsidiaries and affiliates). At minimum, one of the advisors in the practice must be a licensed CPA. Wipfli Financial did not pay to be considered for this ranking. For the full list and ranking criteria, please view the original report. The award discussed herein is not indicative of future performance or representative of any client experience.

About Wipfli Financial Advisors, LLC
Wipfli Financial is a national, CPA-affiliated investment advisor registered with the U.S. Securities and Exchange Commission. The firm provides integrated financial planning and investment management solutions to individuals, families, small businesses and retirement plans. Wipfli Financial is a proud affiliate of Wipfli LLP. Learn more at wipflifinancial.com.

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