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July 26, 2018

Financial Advisor Magazine Names Andersen Tax in 2018 RIA Survey and Ranking

The Financial Advisor magazine has named Andersen Tax in its RIA (Registered Investment Advisor) Survey and Ranking. The magazine’s annual survey evaluates various metrics including asset growth of the prior year, assets under management (AUM), average assets per client, and other indicators of business achievement. The AUM number listed reflects all Investment Consulting Services practice numbers in the following Andersen Tax offices: New York, Boston, Washington, D.C. and West Palm Beach.

Financial Advisor is a monthly published magazine, reaching an audience of over 100,000 qualified readers. Its annual survey measures growth among independent advisors across the U.S. Participating firms must be registered investment advisors and provide financial planning and/or related services to individual clients. All firms must be either independently owned or a freestanding subsidiary of another business. Data is provided by each firm. Firms are then ranked based on assets under management as of 12/31/2017.  Survey results are not representative of any clients’ experiences.

Andersen Tax is the founding member of Andersen Global, an international association of member firms with more than 3,000 professionals worldwide, over 450 global Partners, and a presence in over 107 locations through its member firms and collaborating firms. In the U.S., Andersen Tax has more than 1,000 personnel located in 19 cities across the country. Andersen Tax encompasses top advisors with previous experience in the international accounting firms, law firms, IRS, and state taxing authorities. Many of our advisors hold multiple professional credentials and have depth in a wide range of capabilities allowing us to provide clients with comprehensive, integrated solutions.

July 26, 2018

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