Barnes Dennig Private Wealth Management an Accounting Today Top Firm by AUM
Published on by Kat Jenkins in Firm News, Wealth Management
- Barnes Dennig Private Wealth Management was recognized by Accounting Today as a Top Firm by Assets Under Management (AUM).
- The ranking highlights leading CPA-affiliated wealth management firms across the country.
- The practice helps business owners, executives, and families align wealth, tax, and financial planning strategies.
- Clients benefit from integrated guidance grounded in long-term relationships and a deep understanding of their goals.
- Firm leaders hold the Personal Financial Specialist (PFS) credential, combining financial planning expertise with CPA insight.
Barnes Dennig Private Wealth Management is one of Accounting Today’s Top Firms by Assets Under Management (AUM) in the publication’s newly released annual survey.
“It’s a testament to how these services resonate with our clients,” says Barnes Dennig Private Wealth Management Managing Director George Sparks. “For many of them, we’ve been with them since they founded their companies. They have their financial lives tied to the organization they’ve built, and as they approach a liquidity event, the need to create a financial plan that helps them move closer to their goals becomes paramount. We’re proud to offer that service and help them achieve their goals.”
Barnes Dennig Managing Director Jay Rammes says, “We built Barnes Dennig Private Wealth Management in response to what our clients told us they wanted: continuity, trust, and advice grounded in a deep understanding of their goals and values. What started as a way to extend long-standing client relationships is now a fast-growing, multi-state practice serving hundreds of families and individuals across the Midwest. Being recognized by Accounting Today as one of the nation’s Top Firms by AUM reflects the trust our clients have placed in us, and we’re extremely proud of that.” (Barnes Dennig Private Wealth Management is a wholly owned subsidiary of Barnes Dennig.)
What’s Accounting Today’s methodology for ranking firms by AUM?
Accounting Today’s annual Top Firms by AUM ranking recognizes leading CPA-affiliated wealth management firms across the country based on assets under management. The ranking is compiled from survey data submitted by firms with financial planning practices that include CPA credential holders. To be eligible for the ranking, firms must be CPA firms with a financial planning or wealth management practice (including subsidiaries or affiliates), and at least one financial planner in the practice must hold the CPA credential.
In addition to being CPAs, Barnes Dennig Private Wealth Management leaders George Sparks, Andy Bertke, and Ryan Lauer all hold the Personal Financial Specialist (PFS) credential. This exclusive credential developed by the American Institute of Certified Public Accountants (AICPA) is available only to CPAs, and requires multiple years of financial planning experience as well as passing a rigorous exam.
You can find out more about working with a CPA/PFS in our CPA Advantage video series, filled with information and insights to provide a clearer picture of financial tools and options. You may also be interested in Barnes Dennig Private Wealth’s monthly and quarterly market commentary, keeping you updated on what’s happening in the markets and what our advisors and sub-advisors are thinking.
