Maner Wealth named to national Wealth Magnets list for third consecutive year

Maner Wealth, the wealth management and registered investment advisory division of Maner Costerisan, has once again earned national recognition from Accounting Today with its inclusion on the publication’s 2026 Wealth Magnets list. The annual list highlights top CPA-affiliated wealth management firms across the country based on assets under management.

This marks the third consecutive year Maner Wealth has been recognized on the annual list, reflecting the firm’s continued growth and its commitment to helping individuals, families and business owners navigate increasingly complex financial decisions.

Launched in 2020, Maner Wealth was created to provide clients with a more comprehensive and integrated approach to financial planning. The practice works alongside the firm’s tax, accounting and consulting teams to help clients align their financial strategies with long-term personal, business and legacy goals.

“Being recognized by Accounting Today for the third straight year reflects the trust our clients place in us and the strength of our team’s approach,” said Steven Guipe, CFP®, CPFA®, principal and director of wealth management at Maner Costerisan. “Since launching Maner Wealth, our focus has been on delivering personalized strategies that go beyond investments — helping clients create clarity and confidence around their financial future.”

Maner Wealth provides a range of services designed to support clients through every stage of life and business, including investment planning, retirement planning, estate planning, succession planning, risk management and employer-sponsored retirement plans. By combining financial planning with tax insight, the team helps clients make informed decisions aimed at building, preserving and transferring wealth.

The Accounting Today Wealth Magnets list is published annually and recognizes leading CPA-affiliated wealth management firms nationwide. For more information, visit Accounting Today’s 2026 Wealth Magnets.