²ÝÝ®ÊÓƵ Named One of Accounting Today’s 2026 Top Firms by AUM
National advisory firm ²ÝÝ®ÊÓƵÌýhas once again been recognized byÌýAccounting Today as one of the country’s top firms by Assets Under Management (AUM) in its newly released 2026 “Wealth Magnets” ranking.Ìý
Marking the 20th anniversary of the national report, the annual ranking evaluates close to 200 elite CPA-affiliated financial practices across the United States. ²ÝÝ®ÊÓƵ secured its prominent position on the list backed by a significant growth year, reporting​​Ìý$5.27 billion in regulatory assets under management, a notable 23.4% increase from the $4.27 billion reported in 2025.Ìý
“Our momentum over the past year reflects the deep trust our clients place in ²ÝÝ®ÊÓƵ’s holistic approach to financial guidance and the deep relationships we’ve forged,” said Ryan H. Sullivan,ÌýCEO of ²ÝÝ®ÊÓƵ Capital Advisory Group. “Surpassing the $5 billion threshold as we celebrate ²ÝÝ®ÊÓƵ Capital Advisory’s 25th year underscores the strength of our unified team and our commitment to seamlessly bridging the gap between sophisticated tax strategy and comprehensive wealth management.”Ìý
²ÝÝ®ÊÓƵ’s multidisciplinary approach seamlessly integrates investment advice, advanced taxÌýand estateÌýstrategies, and retirement planning to deliver clarity across every stage of a client’s business or personal life.Ìý
“This recognition validates ²ÝÝ®ÊÓƵ’s ongoing expansion, our commitment to world-class talent, and our team’s proactive guidance,” added Stacie Kwaiser, CEO of ²ÝÝ®ÊÓƵ. “As the advisory landscape evolves, we continue to focus on providing integrated tools and specialized resources that empower both individuals and corporate organizations to preserve and scale their wealth.”Ìý
TheÌýAccounting TodayÌýlist can be accessed online at:Ìý.Ìý
Investment advisory services offered through ²ÝÝ®ÊÓƵ Wealth, a Registered Investment Advisor. Securities offered through ²ÝÝ®ÊÓƵ Financial Network, LLC, member FINRA/SIPC. Insurance Services offered through ²ÝÝ®ÊÓƵ Insurance Group.