Accounting Today recently named BerganKDV Wealth Management, LLC as the 27th largest wealth management firm ranked by assets under management (AUM) for 2019 with $1,283,069,118 in assets. The BerganKDV Wealth Management division employs 23 staff members and is led by Matt Cosgriff, CFP®, Wealth Management Solution Leader.
“We are honored to be included in the ranking. We will continue to grow our business by helping our clients make good decisions about how to use their money in a way that allows them to live a fulfilling life,” said Cosgriff, “Our division began within a tax firm which has helped us to ensure that tax planning is one of our core foundations as we work to help our clients achieve their goals.”
Accounting Today has been compiling the list of leading U.S. wealth management firms by assets under management for the past 13 years. To qualify for the ranking, the entity must be a CPA firm that has a financial planning practice (including subsidiaries and affiliates), and at least one of the financial planners in the practice must hold a CPA credential.
Investment advisory services and fee-based planning offered through BerganKDV Wealth Management, LLC, an SEC Registered Investment Advisor.