ROCKFORD – Wipfli LLP ranked seventh nationwide in total assets under management in a recent survey of CPA firms offering financial planning and investment advisory services. The survey was conducted by Top Firms by AUM, a supplement to the industry magazine, Accounting Today, and was based on information collected from participating CPA firms.
The ranking reflects assets under management through the firm’s affiliated company of Wipfli Hewins Investment Advisors LLC/Hewins Financial Advisors.
The information was featured in an article titled, “Wealth Magnets.”
Wipfli is included on the list of the top 18 firms that manage approximately $49 billion. Visit www.webcpa.com to view the survey.
In other news, Scot Dobbs, a senior manager in the company’s tax practice, was awarded the 2013 Distinguished Media Service Award by the Illinois Certified Public Accountant Society. The award is given to individuals who have made significant contributions to the ICPAS’ media efforts.