HBKS Wealth Advisors continues its strong performance among the nation’s leading CPA-affiliated wealth management firms, securing the 11th position in Accounting Today’s prestigious 2025 Wealth Magnets ranking.
Industry Recognition Validates Client-Focused Approach
HBKS Wealth Advisors has been recognized as the 11th largest CPA firm wealth advisory practice by assets under management (AUM) in Accounting Today’s 19th annual Wealth Magnets study, responses were collected April 24, 2025 – May 2, 2025. This prestigious ranking positions HBKS among the top 20 wealth management firms affiliated with CPA practices nationwide.
The 2025 Wealth Magnets ranking evaluated over 200 firms, making this recognition particularly meaningful in an increasingly competitive landscape. This year’s collection of top CPA financial planners reported a combined $311 billion in assets under management, with 60 firms reporting more than $1 billion in AUM.
Strong Performance in Challenging Market Conditions
The wealth management industry faces complex challenges, combining traditional accounting firm issues like staff shortages and succession planning with volatile markets, changing client expectations, and an evolving regulatory environment. Despite these headwinds, HBKS has maintained its position among the top dozen wealth management practices in the country.
“That HBKS continues to perform well in industry rankings and studies reflects more than anything our clients’ faith in us to help them achieve their financial goals,” noted HBKS CEO and Managing Partner Christopher M. Allegretti.
Comprehensive Wealth Management Solutions
HBKS Wealth Advisors differentiates itself through its integrated approach to financial planning and wealth management. The firm combines the tax expertise of its CPA parent company, HBK CPAs & Consultants, with comprehensive wealth management services including:
- Financial Planning & Strategy – Customized financial plans tailored to individual client goals
- Investment Management – Professional portfolio management and asset allocation strategies
- Tax-Efficient Investing – Leveraging deep tax expertise to optimize after-tax returns
- Estate Planning Coordination – Working with attorneys and other professionals on comprehensive estate strategies
- Retirement Planning – Helping clients prepare for and navigate retirement transitions
- Business Owner Services – Specialized planning for entrepreneurs and business owners
Consistent Recognition in Industry Rankings
This latest recognition continues HBKS’s track record of industry acknowledgment. The firm has consistently ranked among Accounting Today’s top wealth management practices and has been recognized in other prestigious industry surveys.
Important Disclosures:
HBKS® Wealth Advisors did not pay any compensation to obtain or use this ranking/rating, either directly or indirectly. Responses collected April 24, 2025 – May 2, 2025.
Investment advisory services are offered through HBK Sorce Advisory LLC, doing business as HBKS Wealth Advisors. Not FDIC Insured – Not Bank Guaranteed – May Lose Value, Including Loss of Principal – Not Insured By Any State or Federal Agency.
