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TOP FIRMS BY WEALTH MAGNETSPlanning for technology New tools and robo-advisors take center stage for CPA financial planners BY DANIEL HOOD From tax to audit to bookkeeping, every practice area that
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Top firms by AUM refers to the list of financial firms ranked by their Assets Under Management.
Financial firms and institutions with assets under management are required to file top firms by AUM.
Top firms by AUM are filled out by submitting a report or form that details the assets under management of the financial firm.
The purpose of top firms by AUM is to provide transparency and insight into the size and scope of financial firms in the industry.
The information reported on top firms by AUM typically includes the total assets under management, the name of the financial firm, and ranking.
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