REDW Advisors and CPAs is pleased to announce its wealth management practice and SEC-registered investment advisory firm subsidiary, REDW Wealth, has been named to Accounting Today’s 2026 Wealth Magnets list, the publication’s 20th annual ranking of CPA firms by assets under management*. This year’s list drew submissions from close to 200 firms nationwide, with REDW Wealth recognized at $820.5 million in AUM as of the ranking’s submission period.
The recognition comes as REDW Wealth continues to build on a year of growth and leadership investment. In March 2026, the firm named James R. Karberg, CFP®, Practice Leader of REDW Wealth, expanding his role to guide the practice’s strategic direction, growth, and client service model alongside his continuing responsibilities as Chief Compliance Officer.
“Being named to Accounting Today’s Wealth Magnets list reflects the trust our clients place in REDW Wealth every day,” said Karberg. “What sets us apart is our ability to bring tax strategy, financial planning and investment management together under one roof, so clients are working with a team that sees the whole picture backed by the same compliance discipline that’s been central to how we operate as we’ve grown.”
Founded in 1997, REDW Wealth LLC is the SEC-registered investment advisory subsidiary of REDW Advisors & CPAs. With offices in Albuquerque and Phoenix, the REDW Wealth team provides financial planning, investment management, and estate planning services to individuals, families, businesses, institutions, and Tribal entities, and currently manages more than $869 million in assets under management.
View the full 2026 Wealth Magnets ranking at Accounting Today.
*Ranking Disclosure:
REDW Wealth submitted its 2026 Wealth Magnets application to Accounting Today in April 2026, based on assets under management self-reported by the firm. Eligibility requires that a firm have a financial planning practice with at least one financial planner holding a CPA credential. REDW Wealth did not pay a fee to be included in this ranking. Full methodology and eligibility criteria are available at accountingtoday.com/data/the-2026-wealth-magnets. This recognition should not be construed as a guarantee of future performance or as a current or past endorsement of REDW Wealth by any client.
About REDW Advisors & CPAs:
Founded in 1953, REDW is celebrating more than 70 years of trusted expertise and growth. From its Southwestern roots, REDW has grown to serve clients from offices in Albuquerque, Oklahoma City, Phoenix, Las Vegas, and Salem and through U.S.-based remote teams and global partners. Over 375 professionals serve as vital business advisors and audit and tax professionals to a wide range of clients, both regionally and nationally, including mid-market businesses, nonprofits, construction and real estate, technology, healthcare, hospitality, professional service providers, and government, including Tribal Nations and their enterprises. The firm takes pride in attracting top talent from across the country who see REDW as a place to grow both personally and professionally. For more information, learn about REDW at redw.com/about, or connect on LinkedIn at linkedin.com/company/redw.
About REDW Wealth LLC
Founded in 1997, REDW Wealth LLC is an SEC-registered investment advisory firm subsidiary of REDW LLC. With offices in Albuquerque and Phoenix, the REDW Wealth team provides financial planning, investment management and consulting, and estate planning services to individuals, families, businesses, institutions, and Tribal entities and has more than $869 million in assets under management. For more about REDW Wealth, visit REDW Wealth online at redw.com/wealth, or connect on LinkedIn at linkedin.com/company/redw-wealth-llc.
© 2026 REDW Wealth, LLC. This content is intended for informational and market commentary purposes only. The information contained has been prepared without regard to any investor’s objectives, financial situation, or needs. Accordingly, investors should not act on any recommendation (express or implied) or information in this material without obtaining specific advice from the financial professional(s) of their choosing and should not rely on information herein as the primary or sole basis for their investment decisions.
Information contained herein is based on data obtained from recognized statistical services, issuer reports or communications, or other sources believed to be reliable. However, such information has not been verified, and the firm makes no representations or warranties or takes any responsibility as to the accuracy or completeness of any recommendation or information contained herein. Any statements nonfactual in nature constitute only current opinions, as of the date of publication, which are subject to change without notice. Neither the information nor any opinion expressed shall constitute an offer of investment advisory services, an offer to sell or a solicitation or an offer to buy any securities, commodities or exchange traded products, or an offer to participate in any trading strategy. This document does not purport to be a complete description of the securities, commodities, markets, or developments to which reference is made.
Advisory, Assurance, and Tax services offered through REDW, LLC. Wealth Management and Investment Advisory services offered through REDW Wealth, LLC, an SEC-registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Past performance does not guarantee future results. All investing entails risk, including risk of loss.
