Super-Regional Accounting Firm Carr, Riggs & Ingram (CRI) Acquires Wealth Management Firm Level Four Advisory Services

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Level Four now operates as a Division of Carr, Riggs & Ingram and continues to deliver a comprehensive suite of services including asset management, retirement planning, individual financial advisory services, and business/corporate advisory services.

Level Four Leadership Team Image

L to R: Jake Tomes, Brian Gongwer, Darryn Pope, Joe Globensky

... Level Four is the perfect fit with CRI due to our alignment of growth-oriented cultures and focus on value-added client service.

Super-regional accounting firm Carr, Riggs & Ingram, LLC (CRI) has acquired Level Four Advisory Services (Level Four), a national wealth management firm delivering a comprehensive suite of services including asset management, retirement planning, individual financial advisory services, and business/corporate advisory services. Headquartered in Plano, Texas, Level Four now operates as a Division of Carr, Riggs & Ingram, creating a synergistic relationship designed to deliver more holistic advice and services to both CRI and Level Four clients.

Level Four’s advisors propose targeted solutions to client challenges and goals while working to fulfill their mission of optimizing each client’s financial strength. To-date, Level Four manages more than $1 billion in assets with a current team totaling more than 80 investment advisors across the country. Additionally, the financial consultants of Level Four are registered representatives with LPL Financial, the nation’s largest independent broker/dealer. This relationship provides their advisors with access to unbiased research and a comprehensive array of tools, resources, and technology.

“Level Four’s success is built on a four-step approach to client service that is based on translating sometimes complex strategies and terms into organized—yet fluid and adaptable—plans for clients that we can effectively communicate,” states Jake Tomes, Level Four’s chief executive officer. “This model aligns with CRI’s dedication to understanding a client’s needs and goals before applying accounting and industry best practices to create a financially savvy strategy.”

CRI, currently ranked as the 22nd largest accounting firm nationally, boasts 42 offices in markets throughout Alabama, Florida, Georgia, Kentucky, Louisiana, Mississippi, North Carolina, Tennessee, and Texas. CRI’s core industry specializations include construction companies, governmental entities, financial institutions, healthcare entities, insurance companies, not-for-profit organizations, manufacturing companies, and distribution companies. The firm also offers specialized services including forensic accounting, IT consulting, litigation support, SEC compliance, service organization control (SOC) reports, transaction advisory services, and now wealth management through Level Four.

“Founded in 1997, CRI is the youngest accounting firm in the Top 25, and we are continuing to aggressively expand our geographic footprint and service offerings through strategic mergers such as Level Four,” stated William H. Carr, chairman and managing partner of CRI. “Wealth management and advisory services add to our continuum of available services designed to facilitate our clients’ success in all phases of life—both personal and business—and Level Four is the perfect fit with CRI due to our alignment of growth-oriented cultures and focus on value-added client service.”

The CRI-Level Four integration will begin with existing markets containing both established Level Four and CRI offices working in conjunction to develop a continuum of services for all clients. Level Four will then begin aggressively hiring advisors throughout the remaining CRI markets.

For more information regarding CRI, as well as news and tips applicable to both business owners and individuals, visit http://www.CRIcpa.com or the firm’s interactive blog available from http://blog.CRIcpa.com. Visit Level Four’s website available from http://www.levelfouradvisors.com for details regarding their services and advisory positions.

About Carr Riggs & Ingram, LLC
CRI is ranked as 22nd largest accounting firm nationally. Today, CRI has more than 1200 employees in offices throughout Alabama, Florida, Georgia, Kentucky, Louisiana, Mississippi, North Carolina, Tennessee, and Texas and is recognized as one of the fastest growing CPA firms in the United States. CRI’s industry specializations include construction companies, governmental entities, financial institutions, healthcare entities, insurance companies, not-for-profit organizations, manufacturing companies, and distribution companies. CRI also offers specialized services including forensic accounting, IT consulting, litigation support, SEC compliance, service organization control (SOC) reporting, transaction advisory services, and wealth management. For details regarding our service and industry specialties, please visit http://www.CRIcpa.com or our accounting blog available from http://blog.CRIcpa.com.

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