Expansion Momentum Aprio is actively growing through strategic acquisitions and office expansions, including Isdaner & Company in Philadelphia, Waldron H. Rand & Co. in Boston, and Price Kong & Co. in Phoenix, as well as new leadership appointments. This signals a demand for scalable advisory, tax, and risk management services to support rapid integration and client onboarding across regions.

NorthEast & Phoenix Focus Recent acquisitions and office expansions concentrate in the Northeast and Phoenix markets, creating cross-selling opportunities for advisory, wealth, and talent solutions to mid-market and high-growth clients seeking integrated services and local expertise.

Integrated Advisory Suite Aprio combines advisory, tax, legal, wealth, and talent solutions with audit and attest services, presenting a compelling value proposition to clients needing a single firm for multiplatform risk management, growth strategy, and compliance.

Technology Enablement Aprio’s tech stack and emphasis on modern, secure infrastructure (including Microsoft Defender for Endpoint and digital tools) supports scalable client servicing and data-driven insights, enabling cross-sell of technology-enabled advisory and assurance services.

Net New Client Segments With $5.5B in assets under management and a global client base across 50+ countries, Aprio is well-positioned to target growing family offices, multinational SMEs, and high-net-worth individuals needing integrated audit, tax, wealth, and risk management solutions.