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Lurie Wealth Advisors

Lurie Wealth Advisors Named to Accounting Today’s Top Firms by AUM 2020 List


Minneapolis, MN (June 23, 2020) – 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 fourteen 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 over 200 CPA firms for the 2020 list.

To read the cover story and view the Accounting Today Top Firms by AUM 2020 list, visit the digital version of the magazine 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. We take the time to understand their needs, place their interests first, and provide innovative solutions,” said Michele Martin, President of Lurie Wealth Advisors, LLC.

Lurie Wealth Advisors, along with Lurie LLP, have created a COVID-19 resource hub on our two websites that provides clients with news, alerts and timely communication on the key issues for our clients, and their business or individual situations.

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. 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.

 

About Lurie Wealth Advisors, LLC
Lurie Wealth Advisors, LLC provides integrated wealth management and financial solutions including investment advisory, consulting, financial planning and other wealth management services to business owners, executives and their families. Lurie Wealth Advisors, LLC’s parent company is Lurie, LLP. To learn more visit: www.luriewealthadvisors.com.

 

About Lurie, LLP
Founded in 1940, Lurie, LLP is a prominent CPA & Advisory firm providing accounting, audit, tax planning, transaction advisory, retirement planning services and wealth management to privately held and family businesses, as well as individuals. With more than 160 employees, offices in Minnesota and Southwest Florida, and membership in Moore Stephens North America, Lurie has the ability to serve clients across the United States and hundreds of countries worldwide. To learn more visit: www.LurieLLP.com or follow on LinkedIn: @Lurie LLP.
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Disclosures

Securities offered through DAI Securities, LLC, member FINRA/SIPC. Advisory Services offered through AdvisorNet Wealth Management. Lurie Wealth Advisors, DAI Securities LLC, and AdvisorNet Wealth Management are separate and unaffiliated entities.

Contact Us

Lurie Wealth Advisors, LLC
2501 Wayzata Boulevard
Minneapolis, MN 55405

Phone: 612-381-8750
Fax: 612-381-6250
Email: LWA@luriewealthadvisors.com