Allegiant Private Advisors has been recognized on Accounting Today's annual Wealth Magnets list as a top firm by assets under management for 2021. Our 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.
240 South Pineapple Avenue, Suite 200
Sarasota, Florida 34236
Telephone (941) 365-3745
Toll Free (800) 926-5237
Advisory Services offered through Allegiant Private Advisors, LLC, a Registered Investment Adviser