June 6, 2019 — Erie, Pennsylvania. In its recently released 2019 survey, the May 2019 edition of Accounting Today magazine ranks HBKS® 9th in amount of assets under management (AUM) among CPA firm’s wealth advisory businesses. It is the 13th 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.