Accounting Today has ranked AKT Wealth Advisors as one of the top firms of 2016. With over $840 million assets under management, AKT Wealth Advisors ranks as the largest firm in Oregon and the third largest on the West Coast out of over 200 submissions. This is Accounting Today’s tenth annual ranking of CPA firms by assets under management.
The magazine’s latest issue also includes an article on their report findings which reveals the hot topics and concerns among the top firms. When asked about the intersection of technology and financial planning, AKT Wealth Advisors’ President K. Scott Barchus was quoted:
“One of the most important issues facing us in the coming year is how to integrate into our practice the new developments in technology so that we can leverage the efficiencies, yet maintain the personal relationships we have with our clients. We are spending time raising our own awareness and knowledge of the technology tools that are out there, and how to integrate them into our practice, as well as dedicating further resources to implement the technology.”
Click here to view the Top 150 Firms ranking in full.