Aprio's Acquisition of Garner Asset Management Expands Wealth Management Footprint in Texas

Aprio Expands Wealth Management Presence in Texas

Aprio, a leading business advisory and accounting firm, has taken a significant step in expanding its wealth management capabilities with the acquisition of Garner Asset Management Corporation. This strategic move indicates Aprio's commitment to enhance its presence in the Dallas-Fort Worth area while providing comprehensive financial services to clients across North Texas.

Founded by Robert S. Garner in 1998, Garner Asset Management is a fee-only, fiduciary registered investment adviser that has focused on serving high-net-worth individuals, retirees, and families over the years. As of November 2, 2026, this well-respected firm joins Aprio Wealth Management (AWM), which manages approximately $6.1 billion in assets under advisement as of September 30, 2026.

Strengthening Wealth Management Integration

The acquisition marks Aprio's first standalone pursuit in the wealth management space, demonstrating its ambition to create a robust platform that integrates various advisory services. This model combines wealth management with Aprio’s accounting, advisory, tax, and legal capabilities, fundamentally enhancing the value clients can derive from this comprehensive approach.

Keith Greenwald, CEO of Aprio Wealth Management, stated, "Every client's financial life evolves, and the advice and resources available to them should evolve with it." This acquisition is poised to create significant synergies between financial planning and accounting, ensuring that the diverse needs of clients are meticulously addressed as their circumstances change.

Client-Centric Approach

Clients of Garner Asset Management will benefit from renewed access to an array of services including coordinated investment, tax, estate planning, and legal resources through Aprio's integrated platform. Robert Garner, who becomes a partner at Aprio with this acquisition, emphasized the importance of aligning clients' needs with the right resources, claiming that Aprio shares a commitment to enhancing client experiences.

“As I contemplated the future of our firm, securing the best possible outcome for our clients and team members was paramount,” he remarked. “Aprio’s capabilities complement our own, enabling us to offer enhanced services as client needs evolve over time.”

Expanding Geographic Footprint and Services

Aprio's entry into Texas in late 2023 through its acquisition of Ridout Barrett Co. CPAs and Advisors, which already had a presence in San Antonio and Austin, has laid the groundwork for further expansion across the state. With Garner’s addition, Aprio now boasts a workforce of approximately 150 employees and multiple offices in Austin, Dallas, Houston, and San Antonio.

This integration follows closely behind Aprio’s acquisition of Prism Financial Group in 2025, furthering its capability to cater to high-net-worth clients, business owners, and franchisees across the country. As of the latest reports, Aprio has approximately $6.1 billion in assets under advisement, reflecting growing demand for coordinated investment management and wealth planning services.

Conclusion

The acquisition of Garner Asset Management positions Aprio Wealth Management as an influential player in the North Texas region, committed to delivering integrated, fiduciary-based financial services. Aprio aims to provide clarity and confidence in financial decision-making through its comprehensive advisory framework. As fiscal landscapes evolve, the emphasis on unified financial strategies will increasingly resonate with clients seeking holistic support for their wealth management needs.

To learn more about Aprio and their wealth management services, interested individuals can visit Aprio Wealth Management.