Allegiant Private Advisors Recognized as a Top Firm by Accounting Today

Business

Allegiant Private Advisors has been recognized on Accounting Today’s “Wealth Magnets” annual list as a Top Firm by Assets Under Management for 2020. The 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.”

« View The Friday Jun 19, 2020 SRQ Daily Edition
« Back To SRQ Daily Archive

Read More

Clive Daniel Home Transforms Homes by WestBay's Newest Models

Clive Daniel Home Transforms Homes by WestBay's Newest Models

Mar 18, 2024

WINDOOR and PGT Products Prominently Featured on HGTV’s Rock the Block

WINDOOR and PGT Products Prominently Featured on HGTV’s Rock the Block

Mar 11, 2024

Grapevine Communications Wins Big at AAF Suncoast ADDYs

Grapevine Communications Wins Big at AAF Suncoast ADDYs

Mar 4, 2024

Tervis Big Winner of Super Bowl LVIII

Tervis Big Winner of Super Bowl LVIII

Jacob Ogles | Feb 12, 2024