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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 2020. Our independent firm offering fiduciary-level financial planning and investment advisory services earned a spot on the 2020 list based on Allegiant's $789 million in assets under management. For the 14th annual ranking, Accounting Today received submissions from firms across the country; Allegiant is the only Sarasota-based firm included and one of three in Florida recognized in 2020.
"Our team is honored to be recognized by Accounting Today because we proudly 'speak CPA' at Allegiant. We regularly liaison with our clients' complete team of advisors including accountants, attorneys, and other trusted professionals focused on protecting and preserving assets," explained Allegiant Private Advisors President Benjamin W. Jones, CFP®, AIF®. "In recent months, this means many collaborative online meetings with clients as we evaluate and advise on tax-saving strategies and help clients navigate provisions of the CARES Act including the Paycheck Protection Program."
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 $789 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/report/the-top-firms-by-aum.
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