The Sikich Financial team, led by Andrew Paoni, ranked among the top financial planning firms by assets under management (AUM) according to Accounting Today’s 2022 Billion-Dollar Wealth Magnets list.
Accounting Today ranks the top 150 CPA financial planning companies each year by their AUM. The publication also releases insight into old and new issues in the industry, touching on topics like inflation and talent shortages this year. In 2022’s edition, Barry Stark, Sikich Financial’s chief compliance officer, is quoted saying, “Inflationary pressures are weighing heavily on client sentiment right now, causing them to be more
bearish than normal…We have to keep them focused on the long-term economic outlook and their personal financial goals, versus the short term (albeit painful) fluctuations in the market.”
The full list and Accounting Today’s insight can be found here: The 2022 Billion-Dollar Wealth Magnets
