Saltmarsh Financial Advisors Recognized as Top Wealth Advisory Firm by Accounting Today
9/10/2026 - By Nancy Patton
Saltmarsh Financial Advisors is honored to be recognized by Accounting Today as one of the nation’s top firms by total assets under management (AUM) for the sixth consecutive year. As an independent fiduciary, Saltmarsh Financial Advisors provides personalized guidance on investing, retirement, and estate planning while drawing on its team’s collective expertise to develop tax-efficient portfolios and help clients navigate an ever changing market.
Accounting Today’s annual Wealth Magnets ranking*, now in its 20th year, spotlights the top 150 CPA firms by AUM. This year’s ranking reflects a wide diversity of practice structures, planning approaches, and reporting methods. View the 2026 list here.
"We are honored to be recognized among the top financial advisory firms by assets under management,” said Michael Hall, CFP®, managing director of Saltmarsh Financial Advisors. “We are especially proud that our growth reflects the quality and tailored advice we provide. Over the years, through great care for each client, many relationships have grown into deep, lasting friendships. That is the most rewarding part of our work. Our clients trust us with what matters most to them, and we never take that responsibility lightly. Earning that trust, one client at a time, truly defines us.”
This recognition follows the firm’s recent announcement of its world-class client satisfaction, reflected in a 91.9% Net Promoter® Score based entirely on client feedback. The score reflects clients’ confidence in Saltmarsh Financial Advisors’ expertise, responsiveness, professionalism, and personalized care. Through proactive, fiduciary-focused guidance tailored to each client’s goals, the firm builds lasting relationships and helps individuals and families navigate life’s milestones while building, preserving, and transferring wealth for future generations.
*2026 Accounting Today’s Wealth Magnets annual ranking published in June 2026 includes the top CPA financial planners with a wealth management/financial planning practice based on assets under management. Saltmarsh Financial Advisors did not pay a fee to be included in this ranking.
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