Two Ohio-based firms among top in U.S. by assets under management

Posted on Wednesday, June 12, 2019 by System

By Abigail Draper, OSCPA communication & engagement manager

Accounting Today recently ranked firms across the country by assets under management, and two Ohio-based firms made the list.

For the 13th annual ranking of CPA firms by AUM, Accounting Today received more than 200 survey submissions from firms across the country.

In the $500 million-plus category is Aurum Wealth Management, located in Mayfield Village. This firm is affiliated with Skoda Minotti and their mission is “is to provide you with the resources, expertise and technology to help you become an effective CEO of your money.” Their AUM is $704,400,000 and they have 16 employees.

In the Billion Dollar Club is Sequoia Financial Group in Akron. Founded 25 years ago, Sequoia “firmly believes financial planning should revolve around you.” The firm provides personalized ongoing support for financial planning at any stage of life. Their AUM is $3,903,138,332 and they have 85 employees.

S.C. Thomas & Associates in Medina was named a 2019 “One to Watch.” This means the firm is very close to joining the top firms list.

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