Top 25 Firm Aprio has acquired Garner Asset Management Corporation in Plano, Texas.
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The addition of the fee-only registered investment advisor establishes a presence for Aprio’s wealth management group in Dallas-Fort Worth. It gives Aprio’s local clients a wealth management team in the area, and Garner’s clients access to tax, estate planning and legal services.
Keith Greenwald
“Every client’s financial life evolves, and the advice and resources available to them should evolve with it,” said Aprio Wealth Management CEO Keith Greenwald, in a statement. “Like Aprio, Robert [Garner] and his team believe clients are best served when financial planning and accounting work together. As we grow in Texas, our focus remains on understanding what matters most to our clients and creating greater value for them.”
Garner was founded in 1998 by Robert Garner, who is joining Aprio as a partner.
“As I thought about the future of our firm, finding the right home for our clients and our people was incredibly important to me,” Garner said, in a statement. “Aprio shares our commitment to clients and will bring capabilities and resources that will allow us to do even more for them as their needs evolve.”
Financial terms of the deal were not disclosed.
Aprio Wealth Management reported approximately $6.1 billion in assets under management as of the end of September, while Atlanta-based Aprio ranked No. 20 on Accounting Today’s 2026 Top 100 Firms list, with $616 million in revenue, nearly 300 partners and 3,170 employees across 37 offices. In 2024, the firm received a private equity investment from Charlesbank Capital Partners.
Aprio has been steadily acquiring firms over the past several years. Most recently, it bought advisory firm TGRP Solutions in Denver at the beginning of October. Before that, it added Isdaner & Company in Pennsylvania in June. In May, it acquired Price Kong, expanding its Arizona presence and marking its entry into the cannabis industry; and in January, it added two Oregon firms, Delap and Hoffman, Stewart & Schmidt.
In 2025, it added Mize CPAs and Prism Financial Group, RSM US’s Professional Services+ practice, JMS Advisory Group in Atlanta, and AI accounting assistant platform TimeCredit. In previous years, it acquired Ridout Barrett & Co. CPAs & Advisors, Antares Group, Culotta, Scroggins, Hendricks & Gillespie, Aronson, Salver & Cook, Gomerdinger & Associates, Tobin & Collins, Squire + Lemkin, LBA Haynes Strand, Leaf Saltzman, RINA and Tarlow and Co.
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