Lutz Financial Named an Accounting Today 2025 Wealth Magnet

Lutz, a Nebraska-based business solutions firm, was recently recognized by Accounting Today as one of its 2025 Wealth Magnets: Top Firms by Assets Under Management (AUM). Lutz Financial ranked #31 on the national list, with over $2.6 billion in AUM as of December 31, 2024. 

"We're proud to be included among many of the nation's most respected firms," said Jim Boulay, Investment Adviser and Managing Member at Lutz Financial. "At the end of the day, it comes down to connecting money with meaning. We build long-term partnerships with our clients because we want to understand their goals and help them make sound, evidence-based financial decisions for their families and businesses." 

Now in its nineteenth year, this annual report ranks the top CPA financial planning firms in the country based on AUM. For more information, visit https://www.accountingtoday.com/data/the-2025-wealth-magnets-the-top-accounting-firms-by-aum. The selection for this award was not based upon compensation received or paid.