Allegiant Named Among Top Firms of 2019 by Accounting Today
Business
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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.
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