BCS Wealth Management has been acknowledged in Accounting Today magazine for a fifth consecutive year. The 2019 Accounting Today “Wealth Magnets” article ranks the top 150 wealth management firms which are affiliated with CPA firms. BCS Wealth Management is proud to be recognized as third in Tennessee and 71st in the country based on assets under management. This is eight spots higher nationally than the firm’s position in 2018.
In 2015, the first year BCS Wealth Management was on the list, our firm was ranked fourth in the state and 96th nationally. We have since improved our spot on the list most notably due to the trust our clients place in us and their willingness to recommend us to their family, friends, and colleagues. Managing partner Nick Clay comments, “We’ve made significant investments in technology in order to better serve our clients. Meanwhile, having an experienced and qualified team with different, yet important, areas of expertise is also a key driver to our success, and thus our growth.”
While awards and recognition are not our goal, our team is proud that our ongoing investments into the firm and hard work are recognized in our industry. We thank our clients and friends who provide us the opportunity to be of service. We look forward to continued growth alongside our clients in the future.
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Accounting Today is a leading provider of print and online business news for the tax and accounting community. Accounting Today’s “The Top 150 Firms by AUM (2019)” ranking was assembled using data from Audit Analytics. Submissions were received from over 200 firms. In most cases, firm names are those of the financial planning/advisory subsidiary, not the CPA Firm. Firms were ranked by their total assets under management (“AUM”). The AUM figures were for a variety of dates, but none earlier than year-end 2018. Rankings are not indicative of a firm’s future performance nor do they evaluate the quality of services provided to clients. BCS Wealth Management did not pay a fee to participate in this ranking.