Accounting Today Ranks REDW Stanley Financial Advisors in Top 150 Leading CPA Financial Planners by Assets Under Management
REDW Stanley Financial Advisors LLC is pleased to announce that it has received a recognition from the accounting and financial services industry. Accounting Today lists REDW Stanley Financial Advisors as 50th among the top 150 firms by assets under management in The 2018 Top CPA Firms by AUM.*
“We believe in the clients we serve. Our core values start with putting their interests first, a practice that is supported firm-wide by our leadership and our culture,” said Paul Madrid, Principal and Head of REDW Stanley. “This recognition underscores the reward we get from helping to make a meaningful difference in our clients’ lives.”
“REDW has always been a fee-only fiduciary advisor,” said Steve Cogan, Managing Principal of REDW LLC. “Our success is built on our outstanding professional team helping our clients with objective, unbiased information and advice.”
Accounting Today received submissions from over 200 firms for its 12th annual ranking. REDW Stanley is the only firm in New Mexico to make the list, and the only one in both New Mexico and Arizona in the $500-million-plus category.
REDW Stanley was also recently named to the 2018 Financial Times 300 Top Registered Investment Advisors.
For 20 years, REDW Stanley Financial Advisors 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 Stanley Financial Advisors visit REDWStanley.com.
*Accounting Today Disclosure:
For our 12th annual ranking of CPA fims by assets under management, we 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 2017.
In cases where a planning firm is a subsidiary 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.