Provenance Wealth Advisors Ranked As Accounting Today’s Top Firms by AUM Wealth Magnets

FT. LAUDERDALE, FL, June 10, 2024 – 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 $3.88 billion in assets under advisement as of year-end 2023. The firm has been on the list’s Billion Dollar Club since 2011 and ranks No. 19 in the 2024 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. “We are built on referrals. This is a reflection of our clients’ appreciation of our unparalleled client service 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 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. Neither PWA Securities, LLC nor Provenance Wealth Advisors, LLC is an affiliate of Raymond James & Associates, Inc.

Accounting Today’s 2024 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 12/31/2023, and was released on 06/04/2024.  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 Provenance Wealth Advisors nor any of its Financial Advisors pay a fee in exchange for this award/rating. Raymond James Provenance Wealth Advisors is not affiliated with Accounting Today or Audit Analytics.