Aprio

Professional services

Aprio is a privately held American accounting and business advisory firm headquartered in Atlanta, offering audit, tax, advisory, outsourcing, wealth management and private client services.

Last updated August 31, 2026

AI crawler reads

No AI crawler has read this profile since Oct 28, 2026.

Overview

Aprio is an American professional services firm headquartered in Atlanta, Georgia. The firm provides accounting-related and business advisory services, including advisory, audit and assurance, taxation, outsourcing, staffing, wealth management and private client services. It serves businesses, entrepreneurs, families and other organizations across a broad range of industries, including manufacturing and distribution, nonprofit organizations, professional services, real estate, construction, retail, franchise and hospitality, government contracting, and technology and blockchain. The business was founded in 1952 by Isaac Habif and Jimmy Arogeti. Merrill Wynne joined the firm in 1962 and became a partner in 1970. For much of its history, the organization operated under the name Habif Arogeti & Wynne, commonly abbreviated as HA&W. In the early 2010s, it began broadening its service portfolio and geographic reach. In late 2013, the firm added commercial real estate tax consulting and announced a combination with JRZ, LLC, an Atlanta-based real estate tax specialist. HA&W began a rebranding process in 2015, adopting the Aprio name. The new identity accompanied an expansion strategy intended to create a larger national and international professional services platform. Between 2017 and 2023, Aprio completed more than 20 mergers and acquisitions. Transactions and combinations during this period included Henderson & Godbee, Leaf Saltzman, RINA and Ladd Robbins. In 2023, the firm completed a strategic combination with Aronson, LLC, a Washington, D.C.-based accounting and advisory firm. The Aronson transaction was described as Aprio's largest transaction to that point and materially expanded its presence in the U.S. capital region. Aprio's growth made it one of the faster-expanding accounting firms in the United States. Inside Public Accounting ranked it as the 35th-largest U.S. accounting firm by revenue in 2022, while Accounting Today identified it as the fastest-growing firm in the United States in a later ranking. By 2023, the firm had 24 U.S. offices and international offices in the Philippines and Colombia. Its stated service reach covers all 50 U.S. states and more than 50 countries, although the exact breakdown of employees, offices, revenue and ownership economics is not established in the supplied material. In June 2024, private equity firm Charlesbank Capital Partners announced an investment in Aprio and subsequently acquired a substantial stake. The precise transaction value and ownership terms were not publicly disclosed in the reference material. The investment provided a new capital and ownership context for Aprio's continued acquisition-led expansion. In 2025, Aprio expanded into legal services through the acquisition of an Arizona law firm and the formation of Aprio Legal. The move broadened the platform beyond traditional accounting and advisory work. Aprio remains an active, privately held professional services organization. Its positioning combines the regulated and recurring nature of accounting, audit and tax work with consulting, outsourcing, wealth management and specialized industry advice. The firm's expansion has sought to preserve a broad service offering while building a multi-office platform for middle-market businesses, privately held companies, high-net-worth clients and sector-focused organizations. Its rapid growth, private-equity ownership and increasing range of services are central characteristics of the current Aprio brand.

History

Aprio traces its origins to 1952, when Isaac Habif and Jimmy Arogeti founded an accounting firm in Atlanta, Georgia. Merrill Wynne joined the organization in 1962 and became a partner in 1970. The firm subsequently became known as Habif Arogeti & Wynne, or HA&W, a name it used for decades. The organization expanded beyond its traditional accounting base during the 2010s. In late 2013, it added commercial real estate tax consulting and announced a merger with JRZ, LLC, an Atlanta-based real estate tax firm. In 2015, HA&W began rebranding as Aprio, LLP. The new brand reflected an effort to present the firm as a broader accounting, consulting and business advisory platform rather than solely as a traditional local accounting practice. From 2017 through 2023, Aprio pursued an active merger-and-acquisition program and completed more than 20 combinations. The reference material identifies Henderson & Godbee, Leaf Saltzman, RINA and Ladd Robbins among the firms joining the platform. This activity expanded Aprio's capabilities, industry coverage and geographic footprint. In 2022, Inside Public Accounting ranked Aprio as the 35th-largest accounting firm in the United States by revenue. A major turning point came in 2023, when Aprio completed a strategic combination with Aronson, LLC, based in Washington, D.C. The transaction was identified as the largest in Aprio's history at the time and strengthened the firm's presence in the national capital region. By that period, Aprio had 24 offices in the United States, with additional international offices in the Philippines and Colombia. The firm stated that it served clients in all 50 states and more than 50 countries. Aprio's expansion also brought legal scrutiny. In 2023, a federal judge considered class certification in litigation involving alleged promotion of syndicated conservation easements. The supplied source does not provide a final outcome, adjudicated damages or a definitive finding against Aprio, so the matter is recorded as litigation rather than as an established violation. Accounting Today later ranked Aprio as the fastest-growing accounting firm in the United States. In 2024, it was described as one of the country's 30 largest accounting firms and the fifth-largest accounting firm in Atlanta. In June 2024, Charlesbank Capital Partners announced an investment and ultimately acquired a substantial stake in the business. Exact financial terms and the resulting ownership percentages were not disclosed in the supplied material. In 2025, Aprio entered the legal sector by acquiring an Arizona law firm and forming Aprio Legal. The move extended the platform into an adjacent professional service while maintaining its core accounting, tax and advisory operations. That same year, partner Lexy Kessler was elected to chair an upcoming term of the American Institute of Certified Public Accountants. Aprio is currently an active, privately held firm with a national U.S. platform, selected international offices and a broad portfolio spanning audit, tax, advisory, outsourcing, staffing, wealth management, private client services and legal services.

2025
Aprio Legal established
[1]Aprioen.wikipedia.org
Aprio entered legal services by acquiring an Arizona law firm and forming Aprio Legal.
2024
Charlesbank becomes a substantial investor
[1]Aprioen.wikipedia.org
Charlesbank Capital Partners announced and completed an investment that gave it a substantial stake in Aprio.
2023
Combination with Aronson
[1]Aprioen.wikipedia.org
Aprio completed its strategic combination with Aronson, LLC, its largest transaction to that point.
2022
Ranked among the largest U.S. accounting firms
[1]Aprioen.wikipedia.org
Inside Public Accounting ranked Aprio as the 35th-largest U.S. accounting firm by revenue.
2017
Acquisition-led expansion accelerates
[1]Aprioen.wikipedia.org
Aprio entered a period in which it completed more than 20 mergers and acquisitions through 2023.
2015
HA&W begins rebranding as Aprio
[1]Aprioen.wikipedia.org
Habif Arogeti & Wynne began adopting the Aprio brand as part of a broader repositioning.
2013
Expansion into commercial real estate tax consulting
[1]Aprioen.wikipedia.org
The firm added commercial real estate tax consulting and announced a merger with Atlanta-based real estate tax firm JRZ, LLC.
1962
Merrill Wynne joins the firm
[1]Aprioen.wikipedia.org
Merrill Wynne joined the organization; he became a partner in 1970.
1952
Firm founded in Atlanta
[1]Aprioen.wikipedia.org
Isaac Habif and Jimmy Arogeti founded the accounting firm that eventually became Aprio.

Products and positioning

A growth-oriented accounting and business advisory platform serving middle-market companies, privately held businesses, entrepreneurs, families and specialized industries.

Professional services
Advisory services
Aprio's advisory practice supports business decision-making through consulting and specialized professional advice. The firm's industry coverage includes real estate, construction, government contracting, technology, professional services and other middle-market sectors. Specific service packages and methodologies are not identified in the supplied reference.
Professional services
Audit and assurance
Audit and assurance is a core Aprio service, supporting financial reporting, assurance requirements and organizational accountability. It is offered as part of the firm's broader accounting platform for businesses and other organizations. The supplied material does not specify individual audit products or regulatory registrations.
Professional services
Tax services
Aprio provides tax services across business and private-client contexts. Its capabilities include tax advisory work and, following the 2013 expansion, commercial real estate tax consulting. The reference material does not provide a complete list of tax jurisdictions, structures or compliance offerings.
Managed professional services
Outsourcing and staffing
The firm offers outsourcing and staffing services intended to extend clients' accounting, finance or operational capacity. These services complement its audit, tax and advisory practices and support organizations that need external or flexible professional resources. Detailed delivery models are not specified in the supplied material.
Private client services
Wealth management and private client services
Aprio serves individuals, families and private clients through wealth management and related private client services. These activities broaden the firm's audience beyond corporate accounting and advisory customers. The supplied reference does not identify specific investment products, fiduciary structures or assets under management.
Legal services · 2025
Aprio Legal
Aprio Legal is the firm's legal-services platform, established in 2025 after the acquisition of an Arizona-based law firm. It represents an expansion into an adjacent professional-services category. The reference material does not describe its practice areas, attorney roster or geographic scope.

Controversies

2023
Syndicated conservation easement litigation
A federal judge considered certification of a class action involving allegations concerning the promotion of syndicated conservation easements. The supplied reference does not establish a final ruling, damages award or finding of liability against Aprio.
Source

2025
Entry into legal servicesM&A
Background
Aprio had developed a broad professional-services platform spanning accounting, tax, advisory and private-client work.
Action taken
The firm acquired an Arizona-based law firm and established Aprio Legal.
Aftermath
Aprio expanded its service scope into legal services, although the supplied material does not provide details of the new firm's practices or scale.
Source
2024
Charlesbank investmentM&A
Background
Rapid organic and acquisition-led growth created a need for additional capital and an ownership partner.
Action taken
Charlesbank Capital Partners announced an investment and acquired a substantial stake in Aprio.
Aftermath
Aprio continued as a privately held firm, with Charlesbank providing a new private-equity ownership context. The exact terms were not disclosed.
Source
2023
Strategic combination with AronsonM&A
Background
Aprio was pursuing an acquisition-led expansion strategy and sought to increase its presence in major U.S. business markets.
Action taken
Aprio finalized a combination with Washington, D.C.-based Aronson, LLC.
Aftermath
The transaction became Aprio's largest combination to date and strengthened its Washington, D.C. presence.
Source
2015
Rebrand from HA&W to AprioStrategy
Background
The firm was expanding beyond its historic Atlanta accounting identity and broadening its advisory and tax platform.
Action taken
Habif Arogeti & Wynne began a rebranding process under the Aprio name.
Aftermath
The Aprio identity became the platform's principal brand during a subsequent period of national expansion and acquisitions.
Source

Recent events

2025
Aprio establishes Aprio Legal[1]Aprioen.wikipedia.org
M&A · Product launch
Aprio entered the legal services market through the acquisition of an Arizona-based law firm and the creation of Aprio Legal.
2025
Lexy Kessler elected to chair an upcoming AICPA term[1]Aprioen.wikipedia.org
Leadership change · Other
Aprio partner Lexy Kessler was elected to chair the upcoming term of the American Institute of Certified Public Accountants.
2024
Charlesbank Capital Partners invests in Aprio[1]Aprioen.wikipedia.org
M&A
Charlesbank Capital Partners announced its intention to invest in Aprio and ultimately acquired a substantial stake. The transaction's financial terms were not disclosed in the reference material.
2023
Aprio completes strategic combination with Aronson[1]Aprioen.wikipedia.org
M&A
Aprio finalized a combination with Washington, D.C.-based Aronson, LLC. The transaction was described as the largest in Aprio's history at that time and supported the firm's national expansion.

Sources7 sources

Cite this profile: Cite the canonical profile. /brand-wiki/aprio · Editorial policy · How profiles are compiled