Saltmarsh Financial Advisors Recognized as Top Wealth Advisory Firm

8/1/2025 - By Nancy Patton

Saltmarsh Financial Advisors, LLC, is honored to be recognized by Accounting Today as one of the nation’s top firms by total assets under management (AUM) for the fifth year in a row. As an independent fiduciary, Saltmarsh Financial Advisors provides personalized guidance on investing, retirement, and estate planning while leveraging its team’s collective expertise to manage tax-efficient portfolios and help clients navigate an ever-changing market.

Accounting Today’s annual “Wealth Magnets” ranking spotlights the top 150 CPA firms by AUM, now in its 19th year. This year’s ranking reflects a wide diversity of practice structures, planning approaches, and reporting methods. View the 2025 list here.

“We are thrilled to be recognized once again as a Top AUM Firm,” said Michael Hall, CFP®, managing director of Saltmarsh Financial Advisors. “Markets go through regular cycles, and we have worked diligently to help our clients navigate the volatility and other headwinds of recent years. Despite these fluctuations, our clients have benefited from our methodical approach to asset management and comprehensive planning, and wealth management.” 

Following a recent rebrand that reflects its evolution and decades of thoughtful growth, Saltmarsh Financial Advisors continues to honor its roots while looking toward a future filled with opportunity. The firm remains steadfast in its role as a trusted partner to clients, delivering consistent, fiduciary-focused guidance and team-based wealth management. Its advisors routinely publish insights and resources to help clients navigate market volatility and maintain confidence in their long-term plans, reinforcing the firm’s enduring commitment to stability and client success.

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