Name

Aprio

Legal name

Aprio Advisory Group, LLC

Website

https://aprio.com

Company type

Private

Founded year

1982

Operating status

Operating

Headcount range

1,001–5,000 employees

Ownership category

akta.pro rank

Product category

Accounting and Business Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

akta.pro primary industry

Enterprise Risk Management (ERM) Advisory (BPAHAFAA)

akta.pro secondary industries

Investment Management Advisory (RIA) (FSAEAAAB), Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL)

Keywords

• Business advisory services
• Audit and assurance
• Tax planning services
• Risk and compliance
• Wealth management advisory

Headquarters

HQ city

Atlanta

HQ country

United States

HQ region

North America

Offices12 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Professional Services Fees: Aprio generates revenue through professional service fees for tax, audit, advisory, accounting, compliance, risk management, wealth management, and legal services. Revenue is primarily project-based and recurring client engagements with enterprise and middle-market clients.
2. Wealth Management AUM Fees: Aprio Wealth Management, an SEC-registered investment advisor, generates fees based on assets under management of $5.5 billion. Services include financial planning, investment management, and tax optimization.
3. Combined Revenue from Mergers: Combined revenue exceeding $325 million from merger with Aronson in 2023

Pricing tiers

Go-to-market motion3 records

Distribution channels6 records

Marketing channels8 records

Core offering

Aprio is a business advisory and certified public accounting firm that delivers a full suite of proactive professional services spanning business tax, audit and assurance, risk and compliance, advisory, client accounting services, technology and digital transformation, federal government contracting, and personal wealth management. The firm operates under an alternative practice structure through Aprio, LLP and Aprio Advisory Group, LLC, serving middle-market and enterprise clients across 12+ industry verticals.

Product overview

Aprio is a business advisory and accounting firm offering a comprehensive suite of professional services rather than a single software product. The firm's integrated platform unifies services across Business Tax, Audit & Assurance, Risk & Compliance, Advisory Services, Client Accounting Services, Technology & Digital Transformation, Federal Government Contracting, and Wealth Management. Core technology offerings include ERP implementation and support services for Acumatica, NetSuite, Sage Intacct, and Intuit Enterprise Suite, as well as specialized compliance certifications including SOC reporting, PCI DSS, HITRUST CSF, CMMC, and FedRAMP. The firm serves clients in over 50 countries with over 2,800 team members and $5.5 billion in assets under management through its wealth management subsidiary. Recent product initiatives include the launch of Aprio Global (an international professional services alliance) and integration of Teleskope's Data Reasoning Layer for AI-powered data security. Aprio operates under the brand promise 'Account for Anything' following a 2026 brand refresh.

Differentiator

Problem solved

Functional benefit

Brands

• Aprio Global™: A global community connecting professional services firms serving international middle-market businesses, building on the foundation of ATLAST.
• Aprio Alliance
• Aprio Channel Partners
• Aprio Wealth Management

Products and services

• Business Tax Services Year-round tax planning, preparation, and filing services for businesses including federal and state tax returns, tax credits and incentives, R&D tax credits, SALT services, customs and tariffs advisory, cost segregation, employment tax advisory, and tax controversy resolution.
• Audit & Assurance Services Financial statement audits, employee benefit plan audits, non-financial audit services, and uniform guidance compliance for both for-profit and nonprofit organizations. Aprio has completed 10,000+ SOC reports and 3,500+ assurance engagements.
• Risk & Compliance Services Governance, risk, and compliance consulting; internal audit services; Sarbanes-Oxley compliance; information assurance; digital trust services; and forensic accounting. Includes SOC reporting, PCI DSS, and HITRUST CSF certifications.
• Advisory Services Strategic and financial advisory, CFO advisory services, people and talent advisory, blockchain accounting and advisory, transaction advisory, succession planning, and forensic services for business clients.
• Client Accounting Services Outsourced accounting services for federal government contractors, nonprofits, real estate, restaurants, dental practices, healthcare, ecommerce, and technology companies, including CFO advisory, HR and payroll services.
• Technology & Digital Transformation Services ERP advisory and implementation services for Acumatica, NetSuite, Sage Intacct, and Intuit Enterprise Suite. Includes penetration testing, data and AI solutions, managed compliance services, and technology operations support.
• Federal Government Contracting Services Comprehensive support for government contractors including outsourced accounting, CMMC certification, FedRAMP authorization, GSA schedule consulting, DCAA compliance, business development, and joint venture management.
• Wealth Management Aprio Wealth Management provides investment advisory services through an SEC-registered investment advisor, managing over $5.5 billion in assets. Services include family office, retirement planning, income tax and estate planning.
• Aprio Global International professional services alliance connecting accounting firms across more than 50 countries for cross-border firm relationships and global community, building on the ATLAST collective co-founded by Aprio.
• Data Security Platform (Teleskope Integration) Agentic data security platform combining data classification, policy-driven decision-making, and native automated remediation. Aprio uses this platform to resolve data exposures in under two seconds across AI environments, serving customers such as Ramp, Polymarket, Alloy, Chevron Phillips, and The Atlantic.
• Remitian Tax Payment API Integration Tax payment API integration that automates how businesses pay and reconcile taxes across government portals and banking systems, enabling payment initiation, validation, and confirmation directly in Aprio's service platform.
• Intuit Enterprise Suite Partnership Implementation Implementation and support for Intuit's enterprise-level ERP platform combined with Aprio's advisory services for mid-market businesses across construction, healthcare, technology, and private equity sectors.

Quantifiable outcome

• 10k+ SOC reports completed
• +12 more outcomes

Named customers19 records

Segments12 records

Ideal customer profiles10 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

AI capability3 records

Feature4 records

Partnerships

Five partnerships are on record, tiered core.

• IntuitcoreStrategic or Co-development Partner · 16 October 2025Strategic partnership announced October 2025 to help mid-market businesses scale using AI-powered solutions combining Intuit Enterprise Suite ERP platform with Aprio's advisory and accounting services. Aprio is the first partner specifically addressing the mid-market segment, offering joint services with tailored customer experiences and industry-specific workflows across construction, healthcare, technology, and private equity sectors. Partnership planned to extend over 12-24 months beyond ERP to broader advisory and growth solutions.
• Sage IntacctcoreTechnology or IntegrationAprio is a Sage Intacct Value-Added Reseller (VAR) providing implementation and support services. The firm highlights Sage Intacct 2026 R1 AI and automation capabilities through its technology practice.
• NetSuitecoreTechnology or IntegrationAprio is a NetSuite partner providing implementation and support services. The firm claims 100% of NetSuite implementations on time and budget.
• AcumaticacoreTechnology or IntegrationAprio is an Acumatica partner providing implementation and support services for cloud ERP solutions.
• Intuit Enterprise SuitecoreTechnology or IntegrationAprio is an Intuit partner providing implementation and support for Intuit Enterprise Suite, the AI-powered ERP platform for mid-market businesses.

Scale indicators21 records

Recent moves7 records

Expansion highlights8 records

Direct peers

• FORVIS (formerly Dixon Hughes Goodman): Top 10 US accounting firm formed through merger, similar in size and growth-by-acquisition profile, serving middle-market clients with comparable advisory, tax, and assurance services.
• RSM US: The largest US firm focused exclusively on the middle market, offering audit, tax, and consulting across similar verticals (including a dedicated federal/government contracting practice). Direct competitor for the same enterprise mid-market client segment.
• BDO USA: Global mid-market-focused accounting network providing assurance, tax, and advisory services to middle-market clients across comparable industries. Same target segment and integrated service model.
• Wipfli: Top 20 US accounting and advisory firm of comparable size focused on the middle market with similar industry verticals (manufacturing, healthcare, construction, nonprofit). Closest comparable in scale, service mix, and aggressive M&A-driven growth trajectory.
• Withum: Top 25 US accounting and advisory firm of comparable size serving middle-market clients with similar integrated service model across diverse industries. Direct competitor in mid-market advisory space.
• Marcum LLP: Top 20 US accounting firm with comparable size, integrated advisory offering, and aggressive acquisition history in the middle-market segment. Direct competitor for similar enterprise clients.
• Plante Moran: Top 15 US accounting and advisory firm serving middle-market clients with comparable industry specializations (manufacturing, healthcare, financial services). Similar partner-led service model targeting enterprise mid-market.
• EisnerAmper: Top 20 US accounting firm with comparable size and similar integrated advisory model, also named as an Intuit Accountant Suite beta partner alongside Aprio. Direct competitor for mid-market and enterprise clients.
• Cherry Bekaert: Top 25 US accounting and advisory firm with similar mid-market focus, federal contracting practice (including Intuit beta partner alongside Aprio), and integrated advisory model. Directly competing for comparable client engagements.
• Baker Tilly US: Mid-market-focused advisory firm providing audit, tax, and consulting services with similar industry breadth (including government contracting). Competes for comparable middle-market engagements.

Market position

Strengths1 record

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/AprioAdvisors

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles16 records

Subsidiaries18 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A38 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Aprio