Broker Check

Awards & Recognitions

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Our History

2021 Top 150 Firms

Allied Financial Partners was ranked as one of the top 150 CPA financial planners in the 2021 Wealth Magnets listing - the 15th annual ranking of CPA firms by asset under management.

2021 Top 400 Firms

Allied Financial Partners was ranked as one of the top 400 firms by Inside Public Accounting (IPA).  The one-of-a-kind IPA 400  recognizes the top, U.S.-based accounting firms and is the most comprehensive list of North American public accounting firms available.

The Rochester Chamber ranking is computed based on revenue growth, taking into account both dollar and percentage growth. Companies must have earned at least $1 million in revenue in each of the three most recent fiscal years to be eligible for inclusion in their rankings.

There are regional Top Workplaces awards in more than 55 major U.S. markets. Depending on the region, eligible organizations must have a minimum of 35 or 50 employees. Companies can be public, private, nonprofit, educational, or governmental. Like the national awards, there is no cost to participate.

The Wealth Magnets ranking is exclusively by assets under management and is based on submissions by over 200 firms. Allied did not pay to be included in 
this ranking. Working with a highly-ranked advisor does not ensure that a client or prospective client will experience a higher level of performance or results. Third-party rankings are no guarantee of future investment success or performance. This ranking is conducted by a third-party provider and not meant to serve as an endorsement for Allied.

IPA annually ranks the largest public accounting firms in the U.S. based on participating firm's net revenues. Ranking data is captured through IPA's annual practice management survey and analysis of firms.