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Lurie Wealth Advisors

Lurie Wealth Advisors Named to Accounting Today’s Top Firms by AUM 2022 List

Lurie Wealth Advisors 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 16 years, Accounting Today has been compiling the list of leading CPA-affiliated wealth management firms by AUM in the United States. Per Accounting Today, this year’s Top 150 collectively reported managing $240 billion in client assets, a major leap from last year’s $206 billion, which was itself a huge jump from $136 billion the year before that.

To view the Top Firms by AUM 2022 list, click here

 

 

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 can serve clients across the United States and hundreds of countries worldwide. To learn more, visit: www.LurieLLP.com or follow on LinkedIn: @Lurie LLP.
Part Time Executive Assistant/Project Coordinator

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