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Allegiant Private Advisors has been recognized on Accounting Today’s “Wealth Magnets” annual list as a Top Firm by Assets Under Management for 2019. Our independent firm offering fiduciary-level financial planning and investment advisory services earned a spot on the 2019 list based on Allegiant’s $750 million in assets under management. For the 13th annual ranking, Accounting Today received submissions from firms across the country with a wide diversity in practice structure. Allegiant is the only Sarasota-based firm included and one of four in Florida recognized.
“Our fiduciary financial advisory firm’s growth has been rooted in our team’s acute ability to collaborate with our clients’ accountants, attorneys and other trusted professionals dedicated to protecting assets,” explained Allegiant Private Advisors President Benjamin W. Jones, CFP®, AIF®. “Our tax-sensitive, collaborative approach helps ensure that Allegiant clients receive the best integrated financial expertise possible.”
Ben was also quoted in an accompanying Accounting Today article, Wealth Magnets: Technology and its discontents. He stated, “Controlling client risk levels will be an important theme for 2019. Late in the economic cycle, with stock markets at all-time highs, investors stretch for risk, hoping to capture rear-view mirror gains. However, prudent financial planners remain vigilant, understanding embedded risk levels are higher later in the cycle.”
Allegiant Private Advisors was founded in 1997 by the partners of Kerkering Barberio, CPA, PA. 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, doubling in size since. Today, Allegiant manages $750 million dollars in assets for individuals, nonprofits, foundations, and businesses.
The AUM list is ranked solely by the amount of assets under management; no additional criteria are considered. 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/data/top-accounting-firms-by-aum.
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