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Serving Up More Green

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Emeril Lagasse has nothing on Mont Levy when it comes to taking it up a bit. When Levy became chief executive officer in early 2005 at St. Louis-based TAMP, BAM Advisor Services, the assets under administration was $3.7 billion. Since then, it has grown to $8.2 billion. In fact, as Levy notes, “Our top 50 clients average close to $130 million with the median exceeding $90 million.” A pretty good job in growing a company, or is that an understatement? 

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BAM CEO Mont Levy in the News Oct 2008
 

Mont Levy Named Top 100 Most Influential in Accounting of 2009

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This popular report lists the biggest movers and shakers in the accounting profession. Some names may be familiar. However, this year there are a number of new inductees, and while some of the choices may even be considered controversial, we prefer to call them "cutting edge."

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CPA Wealth Provider Rankings 2009

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The rankings are based upon the assets under management or administration information received via survey by CPA Wealth Provider of 132 CPA firms that have a financial planning practice. To be included in the 2009 survey, a financial professional in the office must hold a CPA credential. Some of the figures listed are based on calendar-year, fiscal-year or current figures as reported by the firms. CPA Wealth Provider is an independent, unaffiliated third party. The rankings are not indicative of an advisor’s performance and are not representative of any client’s experience. The numbers contained herein are deemed reliable but accuracy cannot be guaranteed.

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Wealth Provider Rankings 2009
   

CPA Wealth Provider Rankings 2008

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CPA Wealth Provider proudly shares its second ranking (by AUM) of CPA firms who also have a financial practice. The rankings are based upon the assets under management or administration information received via survey by CPA Wealth Provider of 194 firms. To be included in the 2008 study, a financial professional in the office must hold a CPA credential. Some of the figures listed are based on calendar-year, fiscal-year or current figures as reported by the firms. CPA Wealth Provider is an independent, unaffiliated third party. The rankings are not indicative of an advisor’s performance and are not representative of any client’s experience. The numbers contained herein are deemed reliable but accuracy cannot be guaranteed.

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Wealth Provider Rankings 2008

 

   

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