Forbes 2020 Ranking Recognizes Kossoff as Top Advisor in Sarasota

Business

Allegiant Private Advisors announces that its founder and chairman, Martin (Marty) J. Kossoff, CFP®, AIF®, has been named to Forbes’ Best-in-State Wealth Advisors list for 2020. The list has been published on Forbes.com, and a condensed listing will be available in the February issue of the magazine. Kossoff was recognized with the highest ranking of Sarasota-based advisors included on the 2020 list and holds the 11th ranking in the North Florida region. Kossoff founded Allegiant Private Advisors and was president of the firm from 1998 through 2018. In his current role as chairman, Kossoff focuses on enhancing the company’s performance, growth, and efficiency. He enjoys advising local non-profit organizations and currently serves on and consults with several non-profit boards. Marty continues to lecture at national conferences for the industry. 

To view the full list and for the full methodology from Forbes

« View The Tuesday Jan 28, 2020 SRQ Daily Edition
« Back To SRQ Daily Archive

Read More

Discover Sarasota Tours Relocating to New Bungalow Village

Discover Sarasota Tours Relocating to New Bungalow Village

Mallory Evans | Aug 3, 2026

 Nominations Open for Sarasota County's Six to Save List

Nominations Open for Sarasota County's Six to Save List

Jul 28, 2026

Sarasota Law Firm Joins Tampa-Based Trenam Law

Sarasota Law Firm Joins Tampa-Based Trenam Law

Mallory Evans | Jul 27, 2026

   MITER Brands Unveils new Triton Advanced Glass Systems Product Line

MITER Brands Unveils new Triton Advanced Glass Systems Product Line

Jul 20, 2026