BT Wealth Management Named to Accounting Today’s ‘The Top 150 Firms by AUM’

7/16/17

BT Wealth Management LLC, a leading financial advisory firm headquartered in Atlanta, is pleased to announce its inclusion in Accounting Today’s “The Top 150 Firms By AUM: The 2017 Wealth Magnets Ranking of the Leading CPA Firms in Financial Planning.” The list, published in the magazine’s June issue, recognizes the 150 largest CPA-affiliated wealth management firms in the United States in terms of assets under management (AUM). BT Wealth Management is listed in the $500 million-plus club, where it manages $689 million in discretionary and non-discretionary assets as of March 31, 2017.

“We are honored to be recognized in this year’s issue,” said BT Wealth Management President and Chief Investment Officer Scott Craig. “Being noted by a respected publication like Accounting Today is a credit to our firm and everyone who is a part of it. It reflects BT Wealth Management’s close relationship with Bennett Thrasher and also speaks to the level of trust our clients place in us.”

Accounting Today’s 2017 edition of “The Top 150 Firms by AUM” is the 11th annual ranking of leading U.S. wealth management firms by assets under management. The report notes that more than 200 submissions were received, and only five other Atlanta firms ranked on the list.

To read the cover story and view the list, visit the digital version of the magazine here.

About BT Wealth Management LLC

BT Wealth Management is an independent, fee-only Registered Investment Advisor that provides investment management, consulting, and financial planning services to high-net-worth individuals and families. Founded in 2008, BT Wealth Management has grown to more than $475 million in discretionary assets under management and 13 employees as of June 30, 2017, with offices in Atlanta and Savannah. The BT Wealth Management team adheres to a disciplined investment process with a focus on building portfolios that meet client goals while remaining resilient in the face of market uncertainty. BT Wealth Management is affiliated with Bennett Thrasher LLP. For more information, please visit http://btwealthllc.com.

It's on us. Share your news here.

Submit your stories and articles to citybizlist today.