June 18, 2017 — Erie, Penn…. In its recently released 2017 survey, the June 1,2017 edition of Accounting Today magazine ranks HBKS 15th in amount of assets under management (AUM) among CPA firm’s wealth advisory businesses. It is the eleventh annual “Wealth Magnets” survey by Accounting Today, the leading print and online publication for the tax and accounting community.
The annual study ranks wealth advisory firms affiliated with CPA firms. It includes only the wealth advisory division’s assets under management. The data is provided and validated by Audit Analytics.