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, $2,325,025,501 which qualified the firm as one of the Wealth Magnets listed in the $1 Billion-Plus Club for 2022. This year, the publication had a record number of members in the $1 Billion-Plus Club, with 58 organizations making the list.
“We’re thrilled to be included in this year’s ranking and to continue earning a spot on the list,” said Director of Wealth Management, Matt Cosgriff, CFP®, CPFA. “This ranking would not be possible without the contributions of our team members and the passion they all have for helping others navigate their financial lives. As we continue to expand the talent on our team and innovate the solutions we offer, I am excited to see what we can achieve in the future.”
Accounting Today has been compiling the list of leading U.S. wealth management firms by AUM for the past 16 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. This year, the publication received submissions from over 200 firms.
BerganKDV Wealth Management has 31 team members working in our Minnesota, Iowa and Nebraska locations. The team is comprised of several Certified Financial Planners that work closely with an array of other professionals, including approximately 155 Certified Public Accountants, a couple of Charter Financial Analysts, and other experts across the firm to assist clients with their wealth management needs.