The Whitlock Company was recognized as one of Accounting Today’s 2013 Wealth Magnets. The company ranked 23rd of CPA firms providing investment advisory services to their clients.

This is the seventh annual ranking of CPA firms by assets under management by Accounting Today. To view the entire list from Accounting Today, click here. Managing partner Joe Page attributes the company’s growth to Barney Whitlock’s leadership and the company’s investment performance in an ever-changing market.

Accounting Today ranked firms on this list according to assets managed; The Whitlock Company ranked among firms managing $50 million in client assets. The Whitlock Company provides investment advisory and portfolio management services through a professional alliance with Oppenheimer & Co., a member of all principal exchanges.


Filter by Category