Warren Averett Asset Management has been listed among the 300 Top Registered Investment Advisers by Financial Times and among the top CPA financial planners for 2019 by Accounting Today.
The 300 Top Registered Investment Advisers list recognizes top independent RIA firms from across the U.S. and is produced independently by the Financial Times in collaboration with Ignites Research—a subsidiary of the Financial Times that provides business intelligence on the asset management industry. This is the second consecutive year that Warren Averett Asset Management has made the list.
The 13th annual Accounting Today Wealth Magnets report ranked Warren Averett Asset Management as the 17th largest financial planner by assets under management among 150 total CPA firms across the U.S. Among these firms, Warren Averett Asset Management is the third-largest in the Southeast.
The list of rankings is organized into groups in order of AUM. Warren Averett Asset Management, reporting more than $2.5 billion of assets under management, was placed in the largest group.
“These rankings are not about our own success or status. Instead, they are a reminder to us that our clients continue to be the driving force behind all that we do and seek to achieve,” said Josh Reidinger, president of Warren Averett Asset Management. “Our goal is to see them succeed, and we believe that sound asset management is a part of that success.
“We are thankful to our clients for them.”