FORT LAUDERDALE, FLORIDA – December 15, 2025 – Provenance Wealth is proud to announce we ranked number 42 in the national Financial Planning 2025 List of Best RIAs to Work for.
This recognition underscores PWA’s commitment to creating an exceptional workplace culture in an industry where culture sets firms apart. As Financial Planning notes, not all RIAs are created equal. Factors such as leadership, benefits, communication, and career mobility play a critical role in defining the employee experience. Among these, culture remains the most important, and hardest to quantify.
The ranking, developed in partnership with Best Companies Group, is based on comprehensive surveys of financial professionals and evaluations of workplace policies, benefits, and practices. Provenance Wealth Advisors stood out for its dedication to employee engagement, transparent leadership, and robust professional development programs.
“We’re honored to be named among the best RIA firms by Financial Planning and the Best Companies Group,” said Peter Mottek, CEO and President of Provenance Wealth Advisors. “This recognition speaks volumes about our culture, rooted in collaboration, respect, and shared purpose. It affirms our commitment to creating an environment where both our clients and our colleagues can continue to thrive.”
With a client-first philosophy and a holistic approach to financial planning and wealth management, Provenance Wealth Advisors serves high-net-worth individuals, families, and business owners across the country. The firm’s integrated services include investment management, estate planning, retirement strategies, and business succession planning.
About Provenance Wealth Advisors
For more than 25 years, Provenance Wealth Advisors’ team has provided comprehensive financial planning, estate planning and insurance services to entrepreneurs, professionals and business owners.
PWA has offices in Miami, Ft. Lauderdale, Boca Raton, West Palm Beach, Cincinnati and New York.
Securities are offered through PWA Securities, LLC, registered broker/dealer, member FINRA/SIPC. Investment Advisory Services are offered through Provenance Wealth Advisors, LLC, an SEC-registered investment adviser. Clearing and Custody for PWA Securities, LLC and Provenance Wealth Advisors, LLC are through Raymond James & Associates, Inc. and Charles Schwab & Co, Inc.
Provenance Wealth Advisors financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your Provenance Wealth Advisors Financial Advisor for information and availability.
To learn more about Provenance Wealth Advisors financial planning services click here or contact us at info@provwealth.com
Posted on December 15, 2025