Allegiant Private Advisors Recognized as 2021 Billion-Dollar Wealth Magnet on Accounting Today’s Annual List of Top Firms

Business

Allegiant Private Advisors has been recognized on Accounting Today’s annual Wealth Magnets list as a top firm by assets under management for 2021. The 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.

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