Elliott Davis Investment Advisors Highly Ranked on CPA Wealth Provider Magazine List
GREENVILLE, S.C., Aug. 25, 2010 – Elliott Davis Investment Advisors is pleased to announce its ranking of No. 20 overall on the CPA Wealth Provider magazine’s fourth annual list of CPA/Financial planning firms by assets under management (AUM).
The firm ranked fifth on the “Wealth Magnets” 100+ Million Dollar Club list with AUM of $750 million. The rankings were published in the magazine’s July 2010 issue. A total of 181 firms made submissions for this year’s list.
“We are proud to be ranked as one of the top firms in our industry,” said Philip Brice, managing partner for Elliott Davis Investment Advisors. “Our experienced team takes great care in providing quality wealth management services to our clients, which has resulted in our continued growth.”
To be included in this survey, firms were required to be both CPA firm affiliated and have financial planners with CPA credentials.
Among Elliott Davis Investment Advisors’ professionals are certified public accountants, accredited investment fiduciaries, certified financial planners and chartered financial analysts. The firm is an affiliate of Elliott Davis, LLC, one of the largest accounting, tax and consulting services firms in the Southeast.
About Elliott Davis Investment Advisors
Elliott Davis Investment Advisors creates objective and competent investment solutions that are customized to meet the needs of individuals, companies, endowments and foundations. The range of services offered includes investment consulting to corporate retirement plans, high net worth individuals, endowments and foundations, financial and estate planning, and wealth management. Elliott Davis Investment Advisors recommends consulting with appropriate tax counsel for tax related questions. For more information, visit www.ediadvisors.com.
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