REDW Wealth Ranked in Top 150 Leading CPA Financial Planners by Accounting Today
REDW Wealth LLC is pleased to announce that it has received a recognition from the accounting and financial services industry. Accounting Today lists REDW Wealth among the top 150 firms by assets under management in The 2019 Wealth Magnets: Top CPA Firms by AUM.* REDW Wealth manages nearly $663 million in assets for its clients, and also received this recognition in 2018 as REDW Stanley Financial Advisors LLC.
“It all starts and ends with the client, said Paul Madrid, Principal and Head of REDW Wealth. “Our core values start with putting their interests first, a practice that is supported firm wide by our leadership and our culture. Our team specializes in knowing what is important to clients, and then designing our services to support them.”
Accounting Today received submissions from more than 200 firms for its 13th annual ranking. REDW Wealth is the only firm in both New Mexico and Arizona in the $500-million-plus category.
For more than 20 years, REDW Wealth has successfully advised some of the wealthiest individuals and families in the Southwest, as well as tribal entities, foundations and corporate clients to build and protect their wealth. To learn more about REDW Wealth, visit REDWWealth.com.
*Accounting Today Disclosure:
For the 13th annual ranking of CPA firms by assets under management, Accounting Today received submissions from over 200 firms. Such a large number of firms means, among other things, wide diversity in practice structure and in the information submitted. In most cases, firm names are those of the financial planning subsidiary, not the affiliated CPA firm. Firms have reported either their overall chief executive, or the leader of the planning practice. For simplicity’s sake, we have listed both under “chief executive,” though many bear different titles. In cases where a leader was not identified, we identified the leader of the planning practice from public sources (usually the firm’s website). Many firms gave a date for the AUM figure they submitted; these varied widely, from the date of submission to a recent quarter-end, but in no case was it earlier than year-end 2018.
In cases where a planning firm is a subsidiary or affiliate of a larger CPA firm, reporting practice varies: Some report staff and office figures for just the subsidiary, some just for the overall CPA firm, and some for both. In cases where we had a choice, we published figures from just the planning subsidiary. In addition, while most of the chief executives listed lead the planning practice, in some cases firms reported the managing partner of the larger CPA firm.
This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. It does not represent a client endorsement. Neither the CPA firms nor their employees pay a fee to Accounting Today in exchange for inclusion in the AT 150, nor was membership in any organization required.
Notes: Data provided by Audit Analytics, a premium online intelligence service that delivers audit, regulator and disclosure analysis to the accounting community. Reach them at (508) 476-7007, www.auditanalytics.com, or firstname.lastname@example.org.