Minneapolis, MN (June 20, 2019) – Lurie Wealth Advisors, LLC, a financial advisory firm in Minnesota, was recently named to Accounting Today’s annual list of the top 150 CPA Firms by assets under management (AUM).
For the past thirteen years, Accounting Today has been compiling the list of leading CPA-affiliated wealth management firms by AUM in the United States. The publication received submissions from over 200 CPA firms for the 2019 list.
“We are honored to be recognized by Accounting Today as it affirms our integrated approach with Lurie, LLP. Our growth is a testament to the commitment we make to our clients. We take the time to understand their needs, place their interests first, and provide innovative solutions,” said Michele Martin, President of Lurie Wealth Advisors, LLC.
To read the cover story and view the list, visit the digital version of the magazine here.
About Lurie Wealth Advisors, LLC
Lurie Wealth Advisors, LLC provides integrated wealth management and financial solutions including investment advisory, consulting, financial planning and other wealth management services to business owners, executives and their families. Lurie Wealth Advisors, LLC’s parent company is Lurie, LLP. To learn more visit: www.luriewealthadvisors.com.
About Lurie, LLP
Founded in 1940, Lurie, LLP is a prominent CPA & Advisory firm providing accounting, audit, tax planning, transaction advisory, retirement planning services and wealth management to privately held and family businesses, as well as individuals. With more than 160 employees, offices in Minnesota and Southwest Florida, and membership in Moore Stephens North America, Lurie has the ability to serve clients across the United States and hundreds of countries worldwide. To learn more visit: www.LurieLLP.com or follow on Twitter: @LurieLLP.