August 10, 2020 — In its recently released 2020 Top Firms by AUM survey, Accounting Today magazine ranks HBKS ninth in assets under management (AUM) among CPA firm’s wealth advisory businesses. The magazine’s 14th annual “Wealth Magnets” survey ranks wealth advisory firms affiliated with CPA firms. The data is restricted to CPA firm’s wealth advisory divisions’ assets under management and is validated by Audit Analytics.
HBKS also ranked ninth in the previous year’s Top Firms by AUM study. The firm was also recently named by Financial Times to its FT300 Top Registered Investment Advisers for the seventh consecutive year, which uses a formula to grade advisers based on six broad factors including Assets Under Management, asset growth, the company’s age, industry certifications of key employees, SEC compliance record and online accessibility. And listed on Financial Advisor Magazine among the top 20 percent of U.S. registered investment advisories in assets under management.
“We are pleased to receive such recognition as among not only the largest but the highest quality of the nation’s investment advisors,” noted Chris Allegretti, Managing Principal and CEO. “The awards reflect our advisers’ expertise and their dedication to helping their clients achieve their financial objectives.”
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