$1.95 billion in assets under advisement ranks in Top 20; only Florida firm recognized
Provenance Wealth Advisors, an affiliate of Berkowitz Pollack Brant Advisors and Accountants, has been recognized on Accounting Today’s annual CPA Wealth Advisor’s Wealth Magnets list. The Wealth Magnets list ranks investment advisory firms affiliated with CPA firms by assets under advisement.
At Dec. 31, 2016, Provenance Wealth Advisors had $1.95 billion in assets under advisement. The firm has been in the top 20 of the list for the previous four years and fewer than 30 firms in the country exceed $1 billion in assets. PWA is the only firm headquartered in Florida on the list.
“We are proud to earn a place on the Accounting Today list once again,” said Eric Zeitlin, managing director of Provenance Wealth Advisors. “Our business is built on referrals. The growth in assets is reflection of clients’ appreciation of our teamwork and collaborative approach.”
CPA Wealth Provider is an annual supplement to Accounting Today. Firms are ranked based on assets under advisement for the previous calendar year.
About Provenance Wealth Advisors
Provenance Wealth Advisors provides comprehensive financial planning, estate planning and insurance services to entrepreneurs, professionals and business owners. The firm has been recognized by Barron’s, Accounting Today and Financial Times.
PWA has offices in Miami, Ft. Lauderdale, Boca Raton, West Palm Beach, Cincinnati and New York City.