REDW Wealth Ranked in Top 150 Leading CPA Financial Planners by Accounting Today
August 13, 2021 — Albuquerque, NM | Phoenix, AZ — REDW Wealth LLC, a SEC-registered investment advisory firm subsidiary of REDW LLC, is pleased to announce that it has again received a recognition from the accounting and financial services industry. Accounting Today lists REDW Wealth among the top 150 firms by assets under management in the Top 150 Firms by AUM by Accounting Today.*
For more than 20 years, REDW Wealth has assisted clients with wealth management, investment management and retirement plan advisory. REDW Wealth advisors offer comprehensive planning designed to grow and protect the client.
“2020 was a difficult year, one none of us will soon forget,” said Paul Madrid, Principal and Wealth Management Practice Leader of REDW Wealth. “Working through a world-wide pandemic was unexpected and challenging, but we did not deviate from our mission and continued to focus on our clients’ interests.”
“We may have had to adjust our approach to communicating with our clients – switching from in-person to virtual – but we worked hard to continue tailoring our services to support our clients. This practice is supported firm-wide by both our leadership and our culture and that makes us stand out from others.”
Accounting Today received submissions from nearly 200 firms for its 15th annual ranking. REDW Wealth is the only firm in New Mexico in the $500-million-plus category.
For more than 20 years, REDW Wealth has successfully advised some of the wealthiest individuals and families in the Southwest, as well as tribal entities, foundations and corporate clients to build and protect their wealth.
Neither REDW Wealth nor its employees pay a fee to Accounting Today in exchange for inclusion in their 2021 ranking, nor was membership in any organization required. Not all advisors applied to be included in Accounting Today’s ranking, nor did REDW Wealth apply for consideration or inclusion. Firms were ranked by assets under management (AUM) and categorized from those that manage under $100 Million (“The Rising Stars”), over $100 Million (“The $100M-Plus Club”), over $500 Million (“The $500M-Plus Club”), and those that manage over $1 Billion (“The 1B-Plus Club”). Accounting Today’s ranking is independently granted and does not evaluate the quality of services provided to clients, nor is it indicative of the REDW Wealth’s future performance; it does not represent a client endorsement.
Accounting Today Disclosure:
For our 15th annual ranking of CPA firms by assets under management, we received submissions from almost 200 firms. Such a large number of firms means, among other things, wide diversity in practice structure and in the information submitted. In most cases – but not all – firm names are those of the financial planning subsidiary, not the affiliated CPA firm. Firms have reported either their overall chief executive, or the leader of the planning practice. For simplicity’s sake, we have listed both under “chief executive,” though many bear different titles. In cases where a leader was not identified, we identified the leader of the planning practice from public sources (usually the firm’s website), where available. Many firms gave a date for the AUM figure they submitted; these varied widely, from the date of submission to a recent quarter-end, but in no case was it earlier than year-end 2020. In cases where a planning firm is a subsidiary of a larger CPA firm, reporting practice varies: Some report staff figures for just the subsidiary, some just for the overall CPA firm, and some for both. In cases where we had a choice, we published figures from just the planning subsidiary. In addition, while most of the chief executives listed lead the planning practice in some cases firms reported the managing partner of the larger CPA firm. Notes: Data provided by Audit Analytics, a premium online intelligence service that delivers audit, regulator and disclosure analysis to the accounting community. Reach them at (508) 476-7007, www.auditanalytics.com, or firstname.lastname@example.org.