EisnerAmper Wealth Management & Corporate Benefits Ranked #1 Firm In New Jersey By Accounting Today
In its fifth annual report of CPA firms ranked by assets under management (AUM), Accounting Today magazine lists EisnerAmper Wealth Management & Corporate Benefits, with $350 million in AUM, as the largest in the state of New Jersey.
The ranking considered the submission of 186 financial planning practices throughout the United States. Results were categorized into five tiers by asset size. EisnerAmper Wealth Management & Corporate Benefits was placed in the “$100+ Million Club,” and was ranked 28th largest out of a nationwide total of 78 firms in this category and largest in the state of New Jersey.
Marc Scudillo, Managing Partner, attributes the firm’s success to their strong partnership with the EisnerAmper accounting firm professionals who are mutually committed to providing clients with financial planning that goes beyond product selling to address and serve the needs of the client. Marc said, “We know the client’s expectation of us is that we will address the complexity of financial decision making from all angles. We recognize that every aspect of their plan can be impacted by a change in any portfolio component.”
In the accompanying article, Accounting Today notes that “…the future for CPA financial planners is extraordinarily bright. A CPA financial planner who can offer investment, retirement, income tax and estate tax advice provides substantially more value than most financial planners.”
EisnerAmper Wealth Management & Corporate Benefits, LLC is a division of EisnerAmper LLP. Their team of 25 professionals manages accounts for high net worth individuals, pension and profit sharing plans, corporations and other businesses. For more information contact: Marc Scudillo, Managing Partner, (908) 429-0025
“Securities offered through Comprehensive Asset Management and Servicing, Inc. (“CAMAS”) Member FINRA/SIPC. Advisory services offered through EisnerAmper Wealth Management & Corporate Benefits, LLC. EisnerAmper Wealth Management & Corporate Benefits, LLC and CAMAS are unaffiliated.
For more information contact:
212 891 8757
215 881 8849