FT. LAUDERDALE, FL – April 16, 2020 – Provenance Wealth Advisors’ Chief Investment Officer Todd Moll, CFP®, CFA, has been named to the Financial Times annual list of the top 400 financial advisors in the country for the fifth year.
Financial Times ranks advisors with more than 10 years of experience and $300 million or more in assets under advisement on a range of factors, including growth rate of assets, compliance records, brokerage data, survey responses and a number of other factors.
“This is a fitting honor for Todd and his team,” said PWA Managing Director and RJFS Financial Advisor Eric Zeitlin. “Our comprehensive approach to estate and investment planning is visible in the work they do every day. We are proud they have been recognized.”
Moll has served as Provenance Wealth Advisors’ chief investment officer since 2001. He leads a team that supports the investment goals of the firm’s local and international clients, including entrepreneurs and their families, high-net-worth, ultra-high-net-worth and institutional investors.
About Provenance Wealth Advisors
For more than 20 years the Provenance Wealth Advisors team has provided comprehensive financial planning, estate planning and insurance services to entrepreneurs, professionals and business owners. The firm has been recognized as a leading advisory firm by Barron’s, Accounting Today and Financial Times.
PWA has offices in Miami, Ft. Lauderdale, Boca Raton, West Palm Beach, Sarasota, Cincinnati and New York City.
Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory and financial planning services are offered through Raymond James Financial Services Advisors, Inc., and Provenance Wealth Advisors, a Registered Investment Advisor. Provenance Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. Provenance Wealth Advisors, 515 E. Las Olas Blvd, Ft. Lauderdale, Fl 33301.954-712-8888.
The Financial Times 400 Top Financial Advisors is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (April 2020). To qualify for the list, advisers had to have 10 years of experience and at least $300 million in assets under management (AUM) and no more than 60% of the AUM with institutional clients. The FT reaches out to some of the largest brokerages in the U.S. and asks them to provide a list of advisors who meet the minimum criteria outlined above. These advisors are then invited to apply for the ranking. Only advisors who submit an online application can be considered for the ranking. In 2020, roughly 1,040 applications were received and 400 were selected to the final list (38.5%). The 400 qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, years of experience, industry certifications, and online accessibility. AUM is the top factor, accounting for roughly 60-70 percent of the applicant’s score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of advisors from any one state that’s roughly correlated to the distribution of millionaires across the U.S. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. The FT, Ignite Research, and Money-Media, Inc. are not affiliated with Raymond