Firm’s $1.8 billion in assets under advisement ranks in Top 20

Provenance Wealth Advisors, an affiliate of Berkowitz Pollack Brant Advisors and Accountants, has been recognized on Accounting Today’s annual CPA Wealth Advisor’s Wealth Magnets list. The Wealth Magnets list ranks investment advisory firms affiliated with CPA firms by assets under advisement.

At Dec. 31, 2015, Provenance Wealth Advisors had $1.8 billion in assets under advisement. The firm has been in the top 20 of the list for the previous three years and fewer than 30 firms in the country exceed $1 billion in assets.

“This is an outstanding recognition of our team approach to serving clients,” said Eric Zeitlin, managing director of Provenance Wealth Advisors. “As our business continues to grow by referrals we believe it is a reflection of our advisors, investment group and planning strategies teams working together. We are grateful for this recognition.”

CPA Wealth Provider is an annual supplement to Accounting Today. Firms are ranked based on assets under advisement for the previous calendar year.

About Provenance Wealth Advisors

Provenance Wealth Advisors provides comprehensive financial planning, estate planning and insurance services to entrepreneurs, professionals and business owners. The firm has been recognized by Barron’s, Accounting Today and Financial Times.

PWA has offices in Miami, Ft. Lauderdale, Boca Raton, Fla. and Cincinnati, Ohio, 515 E. Las Olas Blvd, Ft. Lauderdale, FL 33301 (954) 712-8888.

Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Raymond James is not affiliated with Berkowitz Pollack Brant Advisors and Accountants. This recognition was bestowed by an independent third party not affiliated with Raymond James.