Allegiant Private Advisors Recognized as 2021 Billion-Dollar Wealth Magnet on Accounting Today’s Annual List of Top Firms by AUM
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Contact Phone Number: 941-365-3745
Sarasota, Florida – Allegiant Private Advisors has been recognized on Accounting Today’s annual Wealth Magnets list as a top firm by assets under management for 2021. The independent firm offering fiduciary-level financial planning and investment advisory services earned a spot on the 2021 list based on Allegiant’s $1,002,789,546 assets under management as reported in May 2021. Allegiant is the only Sarasota-based firm included and one of only four in Florida for 2021. For the 15th annual ranking, Accounting Today received submissions from firms across the country.
“Our team is honored to be recognized by Accounting Today for another consecutive year, this time as a 2021 Billion-Dollar Wealth Magnet,” explained Allegiant Private Advisors President Benjamin W. Jones, CFP®, AIF®. “It’s particularly poignant reflecting about the many ways we’ve helped clients navigate unchartered waters over the past 18 months. Our advisors evaluated, guided, and helped implement important tax-saving strategies while our investment team’s data-driven, academic philosophy allowed us to maneuver the market strategically, without letting emotions cloud our decision-making.”
The Allegiant team regularly liaisons with each client’s complete team of advisors including accountants, attorneys, and other trusted professionals focused on protecting and preserving assets. The comprehensive and collaborative approach has been key through the pandemic as Allegiant continued to serve and advocate for clients.
Allegiant Private Advisors was founded in 1997 by the partners of Kerkering Barberio, & Co., Certified Public Accountants. Martin J. Kossoff, CFP®, AIF®, took over as president in 1998 and relaunched the company as an independent advisor offering fiduciary investment advice and related services. In January 2015, the firm rebranded as Allegiant Private Advisors as part of a renewed corporate investment and growth strategy, more than doubling in size since. Today, Allegiant manages more than a billion dollars in assets for individuals, nonprofits, foundations, and businesses.
Candidates for the Top Firms by AUM list must be CPA firms that have a financial planning practice (including subsidiaries and affiliates), and at least one of the financial planners in the practice must hold a CPA credential. For more information, please visit https://www.accountingtoday.com/report/the-top-firms-by-aum-sr.
About Allegiant Private Advisors
Since 1997, Allegiant Private Advisors has been creating customized wealth management solutions for high-net-worth families, entrepreneurs, nonprofit organizations, and foundations. The experienced team manages assets conservatively on a fiduciary basis. Personalized investment strategies based on proprietary research are developed for each client family, complemented by a concierge-like approach to customer service. Allegiant Private Advisors is located at 240 South Pineapple Ave., Suite 200, Sarasota, FL 34236. For more information, call 941-365-3745 or visit www.allegiantpa.com.
Advisory Services Offered Through Allegiant Private Advisors, LLC, a Registered Investment Adviser