At ProVise Management Group, the highest recognition we can achieve is a kind word and a referral from our clients. Still, there are a number of local and financial industry trade publications that will rank firms like ours based on various criteria. While the opinions of our clients will always take priority, we do recognize that inclusion on these lists can help us reach more clients in need of our services — and that means a lot to us.
Here are just a few of the lists we’ve appeared on over the last few years:
- Barron’s — Barron’s named ProVise one of the “Top 100 Advisors” in Florida and recognized our firm annually as one of the top 1,200 nationally from 2011 through 2020.
- Tampa Bay Business Journal — The Tampa Bay Business Journal has recognized ProVise for many years in various categories, including as a “Top 25 Investment Service Firm in Tampa Bay” based on assets under management and a “Top 25 Largest Financial Consulting Firm” based on the number of financial advisors in our organization.
- InvestmentNews — InvestmentNews selected ProVise as one of the “Top 50 Places to Work for Financial Advisers” in 2018 and 2019.
- Financial Advisor magazine — Financial Advisor magazine ranked ProVise as one of the largest financial planning firms in the nation based on our total assets from 2012 through 2018.
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As of December 31, 2020, ProVise had $1,504,893,885 in assets under management on a discretionary basis and $10,744,158 in assets under management on a non-discretionary basis. Our CERTIFIED FINANCIAL PLANNER™ professionals are well-versed in financial planning for people and businesses of a variety of backgrounds. Our team members act as advocates for each of our clients, advising them through life’s challenges and helping them transition through advancements and changes in their careers or financial situations.
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Financial planning is not one big thing…it is hundreds of little things™. We will walk with you every step of the way through investments, debt payoffs and everything in between to help you reach the financial goals that matter most to you.
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