SOURCE: SourceMedia

August 22, 2007 09:00 ET

CPA Wealth Provider Presents Ranking of CPAs by Assets Under Management (AUM)

NEW YORK, NY--(Marketwire - August 22, 2007) - CPA Wealth Provider, a SourceMedia publication, is presenting its first-ever ranking of CPA/Financial Planning firms by Assets Under Management (AUM). This ranking will be featured in the October 2007 issue of the magazine and is expected to be an annual event.

The October issue of CPA Wealth Provider, scheduled for publication in mid-September, is expected to receive the widest distribution and the highest readership of any issue of CPA Wealth Provider in its six-year history.

The ranking lists the 11 firms that are in "The Billion Dollar Club," the 41 firms that are in "The $100+ Million Club" and the "Rising Stars" that comprise the remainder.

Not content with just a ranking, the editors delved beneath the surface and unearthed the affiliations of each firm, such as broker/dealers, wirehouses, financial services companies, and the like.

Going even deeper, the survey reveals the financial planning products that each firm recommends in basic categories such as IRAs, 401(k)s, mutual funds, life insurance, bonds, and 529 plans.

"We had two criteria for consideration: they must be a CPA firm that has a financial planning practice, even as a subsidiary or affiliate, and the financial planner in the office must hold a CPA credential. We had an overwhelming response, so much so that we expect this to be an annual event," said Stuart Kahan, Executive Editor, CPA Wealth Provider.

The October issue of CPA Wealth Provider will be polybagged with Accounting Today, Practical Accountant, and Accounting Technology; plus a selected audience from Financial Planning magazine. It will also appear on and at various financial planning conferences and conventions around the country.

About CPA Wealth Provider and SourceMedia, Inc.

SourceMedia's CPA Wealth Provider offers financial planning strategies, product information and practice-building advice in an environment that recognizes the special needs of accountants. Published quarterly -- in January, April, July, and October -- it is distributed with the full runs of Accounting Today, Practical Accountant, and Accounting Technology to a combined circulation of over 100,000 readers.

SourceMedia, an Investcorp company, provides market information, including news, analysis, and insight to the financial services and related industries such as accounting and technology, through its publications, industry-standard data applications, seminars and conferences.

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