Comprehensive Wealth Management

Get personalized solutions for every stage of life, provided by one collaborative team under one trusted Aprio brand.

Built on trust. Backed by strength.
Designed to help you Account for Anything™.

Aprio Wealth Management partners with you to manage, protect, and grow your entire financial life
so that your wealth works for you today—and leaves an enduring legacy for tomorrow.

#24
Accounting firm in the nation, per Accounting Today*
$5.5B+
Assets under management,
as of 12/31/2025
2025
Top firm by AUM, per Accounting Today**

Let’s define the future together.

No matter your circumstances or your financial goals, you deserve a true wealth management and advisory partner who helps you Account for Anything™ that life brings.  Speak to an Advisor