Minneapolis, MN (June 28, 2021) – Lurie Wealth Advisors, LLC, a financial advisory firm in Minnesota, was recently named to Accounting Today's annual list of the top 150 CPA Firms by assets under management (AUM), a ranking of leading CPA firms that provide financial planning and wealth management services.
For the past fifteen years, Accounting Today has been compiling the list of leading CPA-affiliated wealth management firms by AUM in the United States. The publication received submissions from nearly 200 CPA firms for the 2021 list.
To read the cover story and view the Accounting Today Top Firms by AUM 2021 list, visit the magazine's digital version here.
"We are honored to be recognized by Accounting Today as it affirms our integrated approach with Lurie, LLP. Our growth is a testament to the commitment we make to our clients. Throughout this period of intensity and change, our planning has been paramount in facing variables and opportunities," said Michele Martin, President of Lurie Wealth Advisors, LLC.
Lurie Wealth Advisors is also organizing financial planning and wealth management-specific resources on our website to help clients understand and navigate their investment, retirement, and tax planning options. In addition, our advisors are investing in our client communication abilities and bringing on new team members in anticipation of giving each client situation the personal attention and responsive service they deserve.
