FOR IMMEDIATE RELEASE
Contact: Cristina Anderson
BT WEALTH MANAGEMENT NAMED TO ACCOUNTING TODAY’S
‘THE TOP 150 FIRMS BY AUM’
ATLANTA, June 28, 2018 – Atlanta-based leading financial advisory firm BT Wealth Management LLC, was recently recognized in Accounting Today’s “The Top 150 Firms By AUM: The 2018 Wealth Magnets Ranking of the Leading CPA Firms in Financial Planning.” The list, published in the magazine’s June issue, recognizes the 150 largest CPA-affiliated wealth management firms in the United States by assets under management (AUM). BT Wealth Management is ranked as 38th largest in the US – as of March 31, 2018 it managed over $962 million in discretionary and non-discretionary assets, a more than $273 million increase since the previous year’s ranking.
“We are honored to be recognized in consecutive years and are thrilled to be closing in on our goal of being ranked in the one-billion-dollar club,” said BT Wealth Management President and Chief Investment Officer Scott Craig. “I am proud of BT Wealth Management’s team whose experience and commitment to client service can be attributed to our growth.”
Accounting Today’s 2018 edition of “The Top 150 Firms by AUM” is the 12th annual ranking of leading U.S. wealth management firms by assets under management. There were more than 200 submissions for this year’s ranking, and only five other Atlanta firms were ranked on the list.
To read the cover story and view the list, visit the digital version of the magazine here.
About BT Wealth Management LLC
BT Wealth Management is an independent, fee-only Registered Investment Advisor that provides investment management, consulting, and financial planning services to high-net-worth individuals and families. Founded in 2008, BT Wealth Management has offices in Atlanta and Savannah. The BT Wealth Management team adheres to a disciplined investment process with a focus on building portfolios that meet client goals while remaining resilient in the face of market uncertainty. BT Wealth Management is affiliated with Bennett Thrasher LLP. For more information, please visit http://btwealthllc.com.
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