ABOUT US About Us / News / Accounting Today Names LBMC Investment Advisors a 2021 Top Firm by Assets Under Management Accounting Today Names LBMC Investment Advisors a 2021 Top Firm by Assets Under Management JULY 1, 2021 By: LBMC LBMC Investment Advisors, a Registered Investment Advisory firm with $1.75 billion in Assets Under Management, proudly announces that it has been named a Top Firm by Assets Under Management (AUM) by Accounting Today for 2021. Each year Accounting Today ranks the top 150 CPA financial planners by AUM for its annual Wealth Magnets list. This year’s list of 150 was compiled from nearly 200 submissions. LBMC Investment Advisors was one of 53 firms to be listed in Accounting Today’s $1B-Plus Club. “We are honored to once again be recognized on Accounting Today’s prestigious Wealth Magnets list for 2021,” said Greg Herman, Managing Partner, LBMC Investment Advisors. “We believe the success of LBMC Investment Advisors can be attributed to putting our clients’ interests first, interacting with them on a fee rather than commission basis, retaining our talent, and avoiding the investment market noise of the day, while leveraging the strength of the LBMC brand and our partnership with the LBMC Family of Companies.” About LBMC Investment Advisors LBMC Investment Advisors, LLC is a $1.75 Billion in AUM Registered Investment Advisory firm based in Tennessee with the mission providing financial peace of mind for clients. A CNBC designated top 25 fee-only wealth management firm and member of the LBMC Family of Companies, LBMC Investment Advisors was founded more than 20 years ago with the value proposition of providing coordinated tax and investment advice. Today, LBMC Investment Advisors serves more than 450 clients and is growing at a rapid clip working with clients in the areas of investment strategy development, asset allocation planning, integrations of investments with tax planning, and portfolio analysis. For more information, visit www.lbmcinvestmentadvisors.com. About the LBMC Family of Companies LBMC serves 10,000 clients with diverse needs across a spectrum of industries. The LBMC Family of Companies has more than 750 employees, with offices in Chattanooga, Nashville (Brentwood), and Knoxville, TN, and Charlotte, NC. Founded in 1984 as a traditional accounting firm, LBMC has expanded its focus to meet a broad range of advisory and business consulting needs for its diverse client base. Today, we’ve become industry leaders in financial, human resources, technology, information security, and wealth advisory services for businesses and individuals. For more information, visit lbmc.com. Keep updated with LBMC. SUBSCRIBE © 2021 LBMC Family of Companies, All Rights Reserved. Sitemap Privacy Policy Privacy Overview This website uses cookies to monitor site performance and analytics to improve your online experience. By using this website, you agree to our use of cookies as outlined in our privacy policy. Cookie settingsACCEPT