11/7/2007 - Weaver and Tidwell Financial Advisors Ranked #23 in Nation
‘CPA Wealth Provider’ magazine ranks wealth management firms associated with CPA firms based on assets under management (AUM).
DALLAS-FORT WORTH, TEXAS – Weaver and Tidwell Financial Advisors, Ltd. has been listed No. 23 in the United States on the first-ever “Top AUM CPA/Financial Planning Firms: Wealth Magnets” ranking of wealth management firms that are associated with CPA firms by CPA Wealth Provider magazine. The positions are determined by assets under management (AUM).
Weaver and Tidwell Financial Advisors is ranked among the 41 firms that are in “The $100+ Million Club.” The top 11 firms are categorized in “The Billion Dollar Club” and those firms in the eight-figure category are listed as “Rising Stars.”
“This ranking enhances the already-established credibility associated with Weaver and Tidwell Financial Advisors,” said W.M. “Mack” Lawhon, Weaver and Tidwell’s CEO and managing partner. “It demonstrates the strength of our affiliate firm that serves the financial planning and investment advisory needs of our clients.”
“We are very proud of this ranking,” said David C. Sego, CFP, PFS, managing director of Weaver and Tidwell Financial Advisors. “Many of the wealth management firms mentioned are aligned with much larger CPA firms and also have been in the wealth management business much longer than we have. The largest firm has been in the wealth management business since 1985 and we started in 2001.”
CPA Wealth Provider created and distributed the survey to a wide list of CPA firms. To be included in this survey, CPA Wealth Provider set two criteria for consideration: 1) the organization must be a CPA firm that has a financial planning practice, even as a subsidiary or affiliate, and 2) the financial planner in the office must hold a CPA credential.
“We believe the information will shed some important light on this burgeoning field,” reported Web CPA staff in the article associated with the rankings. “We feel this is a good start to an annual event.”
Weaver and Tidwell Financial Advisors was recently judged a winner in the Fourth Annual CPA Wealth Provider Financial Planning Awards and placed first in the competitive CPA/Financial Planning Firms category with its Executive Perks Program, an integrated financial advisory service put in place at client companies in order to free executives from the worry of their personal financial futures.
The firm was also recently named a “Wealth Management Superstar” by Wealth Manager magazine. It is the only major wealth management firm in Dallas that is associated with a Top 100 regional CPA firm.
Weaver and Tidwell Financial Advisors, a fee-based Registered Investment Adviser (RIA), was created to serve the financial planning and investment advisory needs of its clients. Parent company Weaver and Tidwell, LLP, has provided professional accounting and consulting services since 1950.
With offices in Dallas, Fort Worth and Houston, Weaver and Tidwell is ranked by Practical Accountant magazine as the Southwest’s largest regional independent accounting firm.
For more information, please visit www.wtadvisors.com or www.weaverandtidwell.com.