Jackson Thornton & JTAM Named to Accounting Today, Forbes Lists

June 15, 2023 – Montgomery, AL  — Jackson Thornton, a certified public accounting and consulting firm headquartered in Montgomery, AL, and Jackson Thornton Asset Management (JTAM), a wealth management firm with offices in Montgomery, Dothan, and Opelika, AL, have been named to multiple lists by Accounting Today and Forbes.

Jackson Thornton ranked 35th on Accounting Today’s “Beyond the Top 100 – Firms to Watch,” a listing of top CPA firms across the US. In addition, the firm was one of only 8 Alabama firms and the only Montgomery-based firm to make the Regional Leaders Gulf Coast list (AL, FL, LA, MS). Jackson Thornton was also recognized in Forbes’ listing of “America’s Best Tax & Accounting Firms 2023” and was named in both the tax and accounting categories.

Accounting Today’s rankings were determined by a survey of almost 300 tax and accounting firms across the US and were based on 2022 revenue and other information. To create the list of “America’s Best Tax and Accounting Firms 2023,” Forbes surveyed approximately 30,000 CPAs, enrolled agents, tax attorneys, accountants, and CFOs. Each was asked to name firms in tax and accounting that they would recommend based on their professional experience during the last three years.

Jackson Thornton Asset Management was named a “2023 Wealth Magnet” in Accounting Today’s recent listing of the top 150 CPA financial planners. With more than $1.5 billion assets under management, JTAM is ranked 36th and is one of only 49 firms in the $1 Billion-Plus Club. Accounting Today’s listing is based on assets under management (AUM).

“We’re honored to be recognized by both of these well-respected publications,” said John Fendley, President & CEO of Jackson Thornton. “Our primary goal is to serve our clients well by doing good work for them as well as throughout the communities we serve. It’s gratifying for our team to be identified as leaders in tax, accounting and wealth management and we’re certainly proud of the way they continue to respond to our clients’ expanding and evolving needs.”

About Jackson Thornton

Founded in 1919, Jackson Thornton is a certified public accounting and consulting firm with more than 200 professionals and associates in six offices located in Alabama and Tennessee. In addition to accounting services, the firm offers wealth management, strategic planning, business consulting services, technology consulting, and specialized industry services. Learn more at www.jacksonthornton.com.

About Jackson Thornton Asset Management

With more than $1.5 billion million in assets under management, JTAM (a subsidiary of Jackson Thornton CPAs & Consultants) has been providing wealth management services to clients throughout the country since 1999. The firm offers wealth management, retirement planning, and consulting services in addition to collaborative tax and estate planning. Learn more about JTAM.

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