LBMC Investment Advisors, a Registered Investment Advisory firm with $1.85 billion in Assets Under Management, proudly announces that it has been named a 2022 Accounting Today Top Firm by Assets Under Management (AUM).
Each year Accounting Today ranks the top 150 CPA financial planners by AUM for its annual Wealth Magnets list. This year’s list of 150 was compiled from more than 200 submissions. LBMC Investment Advisors was one of 58 firms to be listed in Accounting Today’s $1B-Plus Club.
“We are honored to once again be recognized on Accounting Today’s prestigious Wealth Magnets list for 2022,” said Greg Herman, Managing Partner, LBMC Investment Advisors. “We believe the success of LBMC Investment Advisors can be attributed to putting our clients’ interests first, interacting with them on a fee rather than commission basis, retaining our talent, and avoiding the investment market noise of the day, while leveraging the strength of the LBMC brand and our partnership with the LBMC Family of Companies.”
About LBMC Investment Advisors
LBMC Investment Advisors, LLC is a $1.85 Billion in Assets Under Management Registered Investment Advisory firm based in Tennessee with the mission providing financial peace of mind for clients. A CNBC designated top 25 fee-only wealth management firm and member of the LBMC Family of Companies, LBMC Investment Advisors was founded more than 20 years ago with the value proposition of providing coordinated tax and investment advice. Today, LBMC Investment Advisors serves more than 450 clients and is growing at a rapid clip working with clients in the areas of investment strategy development, asset allocation planning, integrations of investments with tax planning, and portfolio analysis. For more information, visit www.lbmcinvestmentadvisors.com.
About the LBMC Family of Companies
LBMC is a top 40 accounting and business consulting firm that provides complex, unique advisory and compliance solutions to over 10,000 clients across the nation. The firm’s broad range of services includes tax, audit & assurance, transaction advisory, cyber risk services, litigation & valuation, healthcare consulting, data insights, growth and innovation, staffing and HR outsourcing, technology solutions, financial outsourcing and procurement, and high net wealth planning and management for family offices and individuals. Primary industries include healthcare, technology, manufacturing, private equity, real estate and construction, professional services, and not-for-profit. LBMC is a top 3 firm in Nashville and a Pacesetter for Growth as well as a Top 5 Regional Accounting firm on Accounting Today’s 2022 Top 100 Firms list, and a 2022 Forbes Top Tax and Accounting Firm. Proud to be a national Certified Great Place to Work for two years in a row, LBMC has more than 750 team members with offices in Chattanooga, Nashville (Brentwood), and Knoxville, TN and Charlotte, NC.