FT. LAUDERDALE, FL – October 17, 2025 – Provenance Wealth is proud to announce its inclusion in the prestigious Forbes 2025 list of America’s Top Registered Investment Advisor (RIA) Firms, developed in partnership with SHOOK Research.
This recognition places Provenance Wealth Advisors among the top 250 RIA firms in the nation, a testament to the firm’s unwavering commitment to client service, fiduciary excellence, and innovative financial planning.
“We’re honored to be named among the top RIA firms by Forbes and SHOOK Research,” said Peter Mottek, CEO and President of Provenance Wealth Advisors. “This achievement reflects the dedication of our entire team and our focus delivering customized solutions for every client.”
The Forbes/SHOOK Top RIA Firms list is based on a rigorous methodology that includes both qualitative and quantitative factors such as revenue trends, assets under management, compliance records, industry experience, and client service models. SHOOK Research conducts in-depth interviews and due diligence to ensure firms meet the highest standards of integrity and performance.
With a client-first philosophy and a holistic approach to 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.
Source: SHOOK is completely independent and objective and does not receive compensation from the advisors, Firms, the media, or any other source in exchange for placement on a ranking. SHOOK is funded through various sources, such as conferences and research partners. Since every investor has unique needs, investors must carefully choose the right advisor for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions for how to choose the right financial advisor and not indicative of future performance or representative of any one client’s experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Remember, past performance is not an indication of future results.
Posted on October 17, 2025