PROVENANCE WEALTH ADVISORS

200 East Las Olas Boulevard
19th Floor
Fort Lauderdale, Florida 33301
Tel: 954-712-8888

About PROVENANCE WEALTH ADVISORS

PROVENANCE WEALTH ADVISORS, formally registered with the SEC as PROVENANCE WEALTH ADVISORS. The firm was established in 06/25/2018. They have over 7 offices throughout the country.

PROVENANCE WEALTH ADVISORS is a Fort Lauderdale, Florida based Financial Planning firm with nearly $2,615,605,368 assets under management, offering retirement planning & investment advisory services to 2046 clients. The firm is staffed with 50 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	126529
SEC#	801-113505
Assets Managed by Firm	$2,615,605,368
No. of Clients	2046
No. of Advisors	50

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Other (PORTFOLIO CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	2046	$2,615,605,368
Individuals (other than high net worth individuals)	1392	$417,551,831
High net worth individuals	348	$1,099,398,807
Pension and profit sharing plans	135	$776,095,940
Charitable organizations	6	$3,968,565
Corporations or other businesses	165	$318,590,225

More Retirement Planning firms in Fort Lauderdale, Florida:

Firm Name	Assets Under Management	Total Clients	Total Advisors
RAYMOND JAMES & ASSOCIATES, INC. 880 Carillon Parkway St. Petersburg, FL, 33716	$433,814,330,581	1070028	13966
CITADEL ADVISORS LLC Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300 Miami, FL, 33131	$397,045,307,119	26	2932
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 880 Carillon Parkway Saint Petersburg, FL, 33716	$344,868,106,925	1030208	6727
GQG PARTNERS 450 East Las Olas Boulevard, Suite 750 Fort Lauderdale, FL, 33301	$120,567,542,959	727	189
CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845

Explore More Retirement Advisors in Fort Lauderdale, Florida

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.