BT Wealth Management, an Atlanta-based investment, consulting and financial planning firm for high net worth individuals and families, has been named one of the 2020 Top Firms by Assets Under Management (AUM) by Accounting Today.
Now in its 14th year of being published, the Top Firms by AUM list identifies leading CPA financial advisors and ranks them by AUM. At the time of the survey, BT Wealth Management reported $1 billion in AUM as of December 31, 2019, placing the firm on the prestigious Billion Dollar Club list and making it the 32nd largest firm by AUM overall.
“We are honored to be recognized by Accounting Today as one of the largest firms in the country by AUM,” said Scott Craig, BT Wealth Management’s Managing Partner and Chief Investment Officer. “The dedication and hard work of our associates make the firm’s growth – and this recognition – possible.”
In 2019, BT Wealth Management’s AUM experienced a 27 percent growth year-over-year. To accommodate this growth, the firm proudly built out a new, larger office space. BT Wealth Management’s team of nearly 20 associates hold various professional designations, including Chartered Financial Analyst (CFA), Certified Financial Planner (CFP) and Certified Investment Management Analyst (CIMA).
To review the complete list of the 2020 Top Firms by AUM by Accounting Today, click here.
About BT Wealth Management
BT Wealth Management is an investment advisor registered with the U.S. Securities and Exchange Commission that provides investment management, consulting, and financial planning services to high-net-worth individuals and families. Founded in 2008, BT Wealth Management has grown to over $1 billion assets under management (AUM) and seventeen employees as of December 31, 2019, with 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. Registration does not imply a certain level of skill or training. More information about BTWM’s investment advisory services can be found in its Form ADV Part 2, which is available upon request.
About Accounting Today
AccountingToday.com is a leading provider of online business news for the tax and accounting community, offering breaking news, in-depth features, insightful editorial analysis, and a host of web-related resources and services. The brand serves its audience through a diverse multimedia platform that includes a monthly print publication; an industry-leading website featuring daily news, in-depth analysis, and a wide variety of rich media; multiple digital newsletters; live events; and proprietary research.
The Accounting Today’s Top Firms by Asset Under Management award is an annual ranking of Firms by assets under management. In order to be considered for the award, Accounting Today looked at whether those included were CPA firms, had financial planning practice (including subsidiaries and affiliates, and whether or not at least one of the financial planners in the practice held a CPA credential. Over 200 applications were received and recipients of the award were categorized in the following categories: The Billion Dollar Club, The $500 Million-Plus Club, and The $100 Million-Plus Club. Data for the award was provided by Audit Analytics. The award is not representative of any one client’s experience because the rating reflect an average of all, or a sample of all, of the experiences of the adviser’s clients. The award does not imply a certain level of training and is not indicative of BT Wealth Management’s future performance. The process is conducted by Account Today with assistance from Audit Analytics and their research and data team. BT Wealth Management did not pay a fee to be included in the research process or to be named on the list.
Certified Financial PlannersTM (CFP®) are licensed by the CFP® Board to use the CFP® mark. CFP® certification requirements include: Bachelor’s degree from an accredited college or university, completion of the financial planning education requirements set by the CFP® Board (www.cfp.net), successful completion of the CFP® Certification Exam, comprised of two three-hour sessions, experience requirement: 6,000 hours of professional experience related to the financial planning process, or 4,000 hours of Apprenticeship experience that meets additional requirements, successfully pass the Candidate Fitness Standards and background check, agree annually to be bound by CFP® Board’s Standards of Professional Conduct, and complete 30 hours of continuing education every two years, including two hours on the Code of Ethics and Standards of Professional Conduct.
Chartered Financial Analyst® (CFA®) are licensed by the CFA® Institute to use the CFA® mark. CFA® certification requirements: Hold a bachelor’s degree from an accredited institution or have equivalent education or work experience, successful completion of all three exam levels of the CFA® Program, have 48 months of acceptable professional work experience in the investment decision-making process, fulfill society requirements, which vary by society. Unless you are upgrading from affiliate membership, all societies require two sponsor statements as part of each application; these are submitted online by your sponsors.
The Certified Investment Management Analyst® (CIMA®) designation awarded by the Investments and Wealth Institute demonstrates certification in portfolio construction, focusing on asset allocation, due diligence, risk measurement, investment policy, and performance measurement. Candidates for the program must complete an executive education program through an approved education provider, and successfully complete the certification exam. CIMA designees are required to complete 40 hours of continuing education every two years.