Whitley Penn Financial Named Among the Top 150 Firms by AUM

August 2018 | Posted in Whitley Penn, Whitley Penn Financial
Whitley Penn, Whitley Penn Financial

Fort Worth, TX – (August 3, 2018) Whitley Penn Financial has been named among the top 150 accounting firms ranked according to Assets Under Management, in Wealth Magnets: The Top 150 Firms by AUM, A Supplement to Accounting Today.

“We are honored to be named among the top Wealth Magnets. Accounting Today publishes a highly regarded list of firms, and we look forward to continued growth in the future.” stated Tom Rein, CPA, PFS and Managing Director of Whitley Penn Financial.

Since December of 2017, financial planners have been tasked with pinpointing the implications of the change in Tax Laws and Job Acts. However, the publication states that, “as accountants, the Wealth Magnets are particularly attuned to the tax issues related to financial planning”.

According to the publication, Whitley Penn ranks 29th in the 500 million dollar-plus club.

Assets Under Management data was provided to Accounting Today by Audit Analytics, a premium online intelligence service that delivers audit, regulator and disclosure analysis to the accounting community.

About Whitley Penn Financial, LLP

Whitley Penn Financial, LLP is a Registered Investment Adviser with the Securities and Exchange Commission and offers high quality financial services to a wide range of clients. Established in 2000 by Thomas Rein, a partner at the accounting firm Whitley Penn, LLP, Whitley Penn Financial is comprised of a team of certified financial professionals with previous experience in a variety of industries. The firm’s mission is to offer comprehensive, unbiased advice to clients; knowing all working aspects of their financial situation. For more information on Whitley Penn Financial, LLP, please visit wpfinancial.net.

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About Whitley Penn Contact Whitley Penn

Whitley Penn continues to be one of the region’s most distinguished public accounting firms. With a strong base in Texas and a worldwide network affiliation via Nexia International, the firm is strategically positioned for continued growth both locally and internationally. Whitley Penn has been consistently recognized as “One of the Top 100 Firms in the U.S.” and “Best of the Best” by INSIDE Public Accounting. For more information on Whitley Penn, please visit whitleypenn.com.

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