Provenance Wealth Advisors has provided investment advice since 2000. It shares common ownership with Paradigm Financial Group, whose members come from the accounting firm Berkowitz Pollack Brant and which is paid for referring clients. Portfolios mainly hold individual stocks, ETFs, mutual funds and bonds. Some advisors are registered representatives of an affiliated broker-dealer or insurance agents and can earn commissions. Additional offices in Miami, Boca Raton, West Palm Beach, New York and Mason, Ohio.
Overview
- Headquarters
- Fort Lauderdale, FL
- Total Firm Assets
- $3.6 billion
- Average High-Net-Worth Client Portfolio Size
- $3.6 million
Recent Rankings
Forbes 2025: 201
Fee Disclosure
Source: PROVENANCE WEALTH ADVISORS ADV PART 2A BROCHURE (2026-09-24) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.50% |
| $500,001 | $1,000,000 | 1.25% |
| $1,000,001 | $3,000,000 | 1.00% |
| $3,000,001 | $5,000,000 | 0.85% |
| $5,000,001 | $10,000,000 | 0.70% |
| $10,000,001 | $35,000,000 | 0.55% |
| $35,000,001 | $50,000,000 | 0.45% |
| $50,000,001 | and above | 0.40% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $13,750 | 1.38% |
| $5 million | $50,750 | 1.02% |
| $10 million | $85,750 | 0.86% |
| $50 million | $290,750 | 0.58% |
| $100 million | $490,750 | 0.49% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 52.68%
- Number of High-Net-Worth Clients
- 524
- Total Client Accounts
- 3,820
- Discretionary Accounts
- 1,710
- Non-Discretionary Accounts
- 2,110
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Regulatory Filings
- SEC CRD Number
- 126529
- PROVENANCE WEALTH ADVISORS ADV PART 2A BROCHURE (2026-09-24) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗