$5.5B RIA Aprio Adds Chief Compliance Officer From Compound

Company Overview - Aprio is an Atlanta-based business advisory and accounting firm with a wealth management subsidiary managing $5.5 billion in assets [1] - The firm was founded in 1952 and rebranded in 2015, becoming one of the largest accounting firms in Atlanta and the U.S., serving clients in over 50 countries with more than 2,300 employees [7] Leadership Changes - Courtney Holt has been appointed as the chief compliance officer for Aprio Wealth Management, previously serving as CCO at Compound [1] - Prior to Compound, Holt held the CCO position at Perigon Wealth Management, which manages approximately $9.3 billion in assets [2] - Aprio has recently added several senior leaders, including Noah Marell as COO, Jandy Rowe as director of client services operations, and Erin O'Connor-Bell as director of financial planning and client experience [3] Strategic Initiatives - Aprio has launched a new team model integrating wealth, tax, estate, and succession planning into a coordinated structure, providing clients with a single point of contact [5] - The firm has also recruited Dan Wilson to lead M&A efforts and Chris Guinther as a senior wealth advisor [4] Recent Acquisitions - In September, Aprio acquired Mize CPAs, which specializes in servicing McDonald's franchise owners, along with its affiliated wealth management firm, Prism Financial Group, managing $1.98 billion in assets [6] Investment and Growth - In July 2024, Aprio received a strategic investment from Charlesbank Capital Partners, marking the first capital injection into the firm, aimed at enhancing growth through organic means and M&A [8]