Asset Management

Focused Foresight

Financial professionals face continuous regulatory pressure and need to maintain constant diligence and strategic outlooks to stay ahead in the fast-paced industry.

Stay focused on your performance while confidently navigating market changes with guidance from our trusted advisors. From tax and filing to proper financial reporting and more, our relationship-driven services support registered investment advisors and asset management companies to pursue new opportunities that drive efficiency and cost-savings.

Going beyond basic compliance needs, our full spectrum of services can integrate assurance, tax, and consulting solutions to comprehensively address your business’ needs.

Who We Serve


2024 Alternative Investments Virtual Conference

Watch our annual conference for insights into industry opportunities, key trends, and potential upcoming challenges.



Watch Webcasts Related to Asset Management

Dive deeper into industry hot topics to help your business stay ahead of change and plan for what’s next with our complimentary webcasts, available to view on demand. Explore upcoming events and watch the latest series.


National Practice Leader

Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.