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Clients

Holdingsign - Elevate CPA Group

We are CPAs, advisors, and accountants who focus solely on the financial services industry. As such, our client roster includes broker/dealers, RIA firms, financial planning firms, financial advisory firms, and wealth management firms.

Our clients typically have $100 million-plus AUM and range from newly established RIAs to seasoned financial planning firms. That said, being a good fit for Elevate is mostly about a desire to grow and become a successful industry leader. If this sounds like you now or like where you want to be, give us a call.

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Chicago Office
20646 Abbey Woods Ct N
Suite 201
Frankfort, IL 60423

Colorado Office
932 Main Street
Louisville, CO 80027

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