Allegiant Named Among Top Firms of 2019 by Accounting Today

Business

SRQ DAILY FRESHLY SQUEEZED CONTENT EVERY MORNING THURSDAY JUL 4, 2019

Allegiant Private Advisors has been recognized on Accounting Today’s “Wealth Magnets” annual list as a Top Firm by Assets Under Management for 2019, based on Allegiant’s $750 million in assets under management. For the 13th annual ranking, Accounting Today received submissions from firms across the country with a wide diversity in practice structure. Allegiant is the only Sarasota-based firm included and one of four in Florida recognized. The AUM list is ranked solely by the amount of assets under management; no additional criteria are considered. Candidates for the Top Firms by AUM list must be CPA firms that have a financial planning practice (including subsidiaries and affiliates), and at least one of the financial planners in the practice must hold a CPA credential.

Allegiant Private Advisors

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