FT. LAUDERDALE, FL – April 18, 2019 – 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 fourth 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 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 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.
Financial Times Top 400 Financial Advisors
The FT 400 was developed in collaboration with Ignites Research, a subsidiary of FT that provides specialized content on asset management. To qualify for the list, advisors had to have 10 years of experience and at least $300 million in assets under management (AUM). The FT then invited a list of just under 1,000 advisors to complete a survey used to obtain more information on the advisors’ practices. 400 qualified advisors were then scored on six attributes, AUM AUM growth rate, compliance record, 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 roughly correlates to the distribution of millionaires across the US. The ranking may not be representative of any one client’s experience, is not an endorsement and is not indicative of future performance. Neither Raymond James nor any of its financial advisors pay a fee in exchange for this award/ranking. The FT is not affiliated with Raymond James.