WPWealth Named to Accounting Today’s 2022 “Top Firms by Assets Under Management” List

WPWealth Named to Accounting Today’s 2022 “Top Firms by Assets Under Management” List

Fort Worth, TX (June 22, 2022) – WPWealth has been named to Accounting Today’s 2022 “Top Firms by Assets Under Management” or “AUM” list.

The current year marks Accounting Today’s 16th 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”.

“We received submissions from more than 200 firms. Such a large number of firms means, among other things, wide diversity in practice structure and in the information submitted,” articulates Accounting Today; “in most cases — but not all — firm names are those of the financial planning subsidiary, not the affiliated CPA firm.”

Audit Analytics, a premium online intelligence service that delivers audit, regulatory disclosure analysis, provided AUM data for Accounting Today’s report.

“I have the privilege of leading such a strong group of advisors as we continue growing and providing the best service for our clients,” stated Tom Rein, Partner in Charge of WPWealth. “We are honored to be named among the top 150 firms by AUM and hope to make even more strides towards continued success in the future.”


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. To view this year’s full report, visit www.accountingtoday.com/report/the-top-firms-by-aum.


About WPWealth LLP

WPWealth LLP is a Registered Investment Advisor with the Securities and Exchange Commission. WPWealth is comprised of a team of certified financial professionals whose mission is to offer comprehensive, unbiased advice to clients, knowing all working aspects of their financial situation. For more information on WPWealth, please visit www.wpwealth.com.



Kristen Lollar Headshot

Kristen Lollar

Chief Marketing Officer

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