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.