For another consecutive year, BerganKDV Wealth Management has been named one of the Top Firms by Assets Under Management (AUM) from Accounting Today Magazine. The ranking is based on the firm’s current AUM, $2,023,698,154, which qualified the firm as one of the 52 Wealth Magnets in the $1 Billion-Plus Club for 2021.
“Our team is ecstatic to be included on this list for another year in a row,” said Wealth Management Solution Leader, Matt Cosgriff, CFP®. “Our growth wouldn’t be attainable without the continuous passion and efforts from everyone on the team. It’s their constant drive to provide the best service to our clients and help them plan for a sustainable financial future that will only allow us to continue prospering, and I greatly look forward to what we can achieve in the next year.”
Accounting Today has been compiling the list of leading U.S. wealth management firms by AUM for the past 15 years. The publication gathers annual data on AUM held by CPA financial planners, from the planners themselves, broker-dealers and independent market research services to then rank the firms.