Garner Asset Management joins Aprio Wealth Management and expands its integrated wealth offering across North Texas

Summary

• Aprio acquires Garner Asset Management Corporation, a fee-only, fiduciary registered investment adviser founded in 1998 by Robert S. Garner.
• Garner Asset Management Corporation joins Aprio Wealth Management and establishes a dedicated wealth management presence in the Dallas-Fort Worth market.
• Garner Asset Management Corporation clients gain access to coordinated investment, tax, estate planning, and legal services through Aprio’s integrated platform.

ATLANTA and DALLAS, Nov. 3, 2026 /PRNewswire/ — Aprio, the 20th largest business advisory and accounting firm in the U.S. according to Accounting Today, announces the acquisition of Garner Asset Management Corporation (Garner), a fee-only, SEC-registered investment adviser based in Plano, Texas. Effective November 2, 2026, Garner joins Aprio Wealth Management (AWM), which represents assets under advisement of approximately $6.1 billion as of September 30, 2026. 

The combination establishes Aprio Wealth Management’s presence in the Dallas-Fort Worth market and strengthens its integrated national wealth management platform. Garner represents Aprio’s first standalone wealth management acquisition, marking a new phase in the continued expansion of Aprio Wealth Management. The model brings wealth management together with Aprio’s accounting, advisory, tax and legal capabilities, creating greater value for clients as financial decisions across their businesses and lives increasingly intersect.

Founded in 1998 by Robert S. Garner, Garner Asset Management advises high-net-worth individuals, retirees and those approaching retirement, holders of concentrated stock positions, and multigenerational families. Founder and President Robert Garner joins Aprio as a partner.

“Every client’s financial life evolves, and the advice and resources available to them should evolve with it,” said Keith Greenwald, CEO of Aprio Wealth Management. “Like Aprio, Robert 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.”

“As I thought about the future of our firm, finding the right home for our clients and our people was incredibly important to me,” said Robert Garner, Founder and President of Garner Asset Management. “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.”

Aprio entered the state of Texas in December 2023 through its combination with Ridout Barrett & Co. CPAs & Advisors in San Antonio and Austin. Since then, the firm has expanded to 150 team members across the state with offices in Austin, Dallas, Houston, and San Antonio. Garner is the second RIA to join Aprio Wealth Management, following Prism Financial Group in late 2025, which serves high-net-worth individuals, business owners, and franchisees across 42 states. As of September 30, 2026, Aprio Wealth Management has approximately $6.1 billion in assets under advisement, in part reflecting growing demand for investment management, tax strategy, and wealth planning delivered through a coordinated advisory team.

DeVoe & Company advised Garner Asset Management Corporation on this transaction.

To learn more, visit aprio.com and wealth.aprio.com.

About Aprio     

Aprio is redefining what it means to be a global advisory and accounting firm. We help businesses and individuals Account for Anything® — delivering clarity and confidence in a world full of unknowns. Aprio is the brand name under which Aprio, LLP, and Aprio Advisory Group, LLC deliver professional services to clients worldwide. Aprio Advisory Group, LLC provides advisory, tax, legal, wealth, and talent solutions to help build value, drive growth, manage risk, and protect wealth, while Aprio, LLP delivers audit and attest services with uncompromising quality and integrity. With more than 3,600 team members serving clients in 50+ countries and approximately $6.1 billion in assets under advisement as of September 30, 2026, Aprio, the 20th largest business advisory and accounting firm in the U.S., is consistently recognized as a Top Workplace, celebrated for transformative growth on the Inc. 5000 and Inc. Power Partners lists, and led by Richard Kopelman, named to Accounting Today’s Top 100 Most Influential People in Accounting. Learn more at Aprio.com. 

About Aprio Wealth Management 

Aprio Wealth Management delivers integrated, fiduciary-based financial services designed to simplify the complexities of wealth management. As a fee-based SEC Registered Investment Adviser, Aprio Wealth Management offers comprehensive planning across investments, tax strategy, retirement, estate planning, insurance, and family office services. We believe clients can benefit from the continuity and coordination of working with a single, collaborative team that understands their complete financial picture. Backed by the resources and infrastructure of a top 20 accounting and business advisory firm, Aprio Wealth Management provides objective guidance, strategic insight, and long-term value across generations. 

Investment Advisory services are offered through Aprio Wealth Management, LLC,. Information presented is for educational purposes only.

Follow Aprio Wealth Management: 

Aprio Wealth Management Website: https://www.wealth.aprio.com/ 
Aprio Wealth Management Careers: https://www.wealth.aprio.com/careers/ 
Aprio Wealth Management LinkedIn: https://www.linkedin.com/showcase/aprio-wealth-management/ 

Follow Aprio: 

Aprio Website: https://www.aprio.com/ 
Aprio Careers: https://www.careers.aprio.com/ 
LinkedIn: https://www.linkedin.com/company/aprio 
Facebook: https://www.facebook.com/aprioadvisors 
Instagram: https://www.instagram.com/aprioadvisors/ 

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SOURCE Aprio