FT. LAUDERDALE, FL, June 14, 2023 – Provenance Wealth Advisors, an affiliate of Berkowitz Pollack Brant Advisors + CPAs Accountants, has been recognized on Accounting Today’s annual Wealth Magnets list. The Wealth Magnets list ranks investment advisory firms affiliated with CPA firms by assets under advisement.
Provenance Wealth Advisors had $3.79 billion in assets under advisement as of year-end 2022. The firm has been on the list’s Billion Dollar Club since 2011 and ranks No. 14 in the 2023 list.
“We are proud to earn a place on the Accounting Today list once again,” said Eric Zeitlin, CEO and managing director of Provenance Wealth Advisors. “Our business is built on referrals. The growth in assets is a reflection of clients’ appreciation of our teamwork and collaborative approach.”
Accounting Today’s Top 150 Firms by AUM list is a supplement section published each year. Firms are ranked based on assets under advisement for the previous calendar year.
About Provenance Wealth Advisors
For more than 20 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, Sarasota, Cincinnati and New York.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc., and Provenance Wealth Advisors. Provenance Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. You should discuss any tax or legal matters with the appropriate professional.
Accounting Today’s 2023 Top Firms by AUM Wealth Magnets is an annual ranking of CPA-affiliated financial planning firms by assets under management. The rating is based on data as of 12/31/2022, and was released on 06/06/2023. Data is collected though firm applications and compared to a proprietary database from research partner Audit Analytics, an online intelligence service that delivers audit, regulator and disclosure analysis to the accounting community. Of the 300 applicants, 150 CPA-affiliated Financial Planning firms were recognized. Past performance is not an indication of future results. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of future performance. This ranking is not based on the services/advice offered by our financial advisors. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Raymond James is not affiliated with Accounting Today or Audit Analytics.