WPWealth Named to Accounting Today’s 2021 “Top Firms by Assets Under Management” List

WPWealth Named to Accounting Today’s 2021 “Top Firms by Assets Under Management” List

Fort Worth, TX (June 21, 2021) WPWealth has been named to Accounting Today’s 2021 “Top Firms by Assets Under Management” or “AUM” list.

The current year marks Accounting Today’s 15th annual report of the top Certified Public Accountant (CPA) firms ranked by AUM in the nation. AUM, or Assets Under Management, measures the total market value of all financial assets within a financial organization.  WPWealth is ranked in Accounting Today’s “Top 2021 Wealth Magnets’ $500 Million-Plus Club”.

“Candidates for the list must be CPA firms that have a financial planning practice (including subsidiaries and affiliates), and at least one of the financial planners in the practice must hold a CPA credential,” articulates Accounting Today.

Audit Analytics, an online intelligence service that provides detailed research on over 150,000 audits and more than 10,000 accounting firms, provided AUM data for Accounting Today’s report.

“We are honored to be named as a top 150 firm and we look forward to the continued growth that our group is experiencing. As we continue to serve our clients, we are continuously updating our strategies while keeping our client’s best interest in mind,” stated Tom Rein, Partner in Charge of WPWealth.


About Accounting Today

Accounting Today is the leading information resource for public accountants – serving the community of professionals who provide tax preparation, bookkeeping, auditing, financial planning, and business advisory and consulting services to individuals and small businesses. *Link directly to report*


About WPWealth LLP

WPWealth LLP (“WPWealth”) is a Registered Investment Adviser with the Securities and Exchange Commission and offers high quality financial services to a wide range of clients. Established in 2000 by Thomas Rein, a partner at the accounting firm Whitley Penn, LLP, WPWealth is comprised of a team of certified financial professionals with previous experience in a variety of industries. The firm’s mission is to offer comprehensive, unbiased advice to clients; knowing all working aspects of their financial situation. For more information on WPWealth LLP, please visit WPWealth.com


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Kristen Lollar

Chief Marketing Officer

Phone: 469-776-3645
Email: kristen.lollar@whitleypenn.com