ARS Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,569,510,519
Clients
1,044
Advisors
16
of 24 employees
About
ARS Wealth Advisors Group provides discretionary portfolio management, financial planning, estate-planning education and tax preparation services primarily to individual and high‑net‑worth clients, as well as associated trusts, estates and retirement plans. The firm manages approximately $1.64 billion in discretionary assets and offers integrated services that can include ongoing financial planning, tax return preparation and use of a third‑party digital estate‑planning tool (Trust & Will).
Investment programs are tailored to individual client objectives and typically feature diversified allocations to core domestic and international equities, ETFs, mutual funds and fixed income, with a blend of value and growth stock selection and a generally long time horizon; the firm typically does not pursue market timing and uses Envestnet | Tamarac for reporting, performance and trade administration. ARS Wealth manages accounts on a discretionary basis for most clients and will modify strategies for special situations such as legacy holdings, stock options or tax considerations.
The firm’s corporate ownership and network are a distinguishing element: ARS Wealth is an indirect, wholly‑owned subsidiary of Focus Financial Partners, and the brochure discloses affiliated relationships and access to affiliated services that are less common among multi‑team peers — including Focus Risk Solutions for insurance placements, participation in UPTIQ‑facilitated credit and cash management programs (with Focus as a minority investor in UPTIQ), and connections to other Focus partners that include pension consultants and firms that sponsor or advise private funds. These relationships are disclosed in the brochure along with the firm’s stated mitigation measures (such as client disclosures and offering certain affiliate solutions on a nondiscretionary basis).
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% annually Amounts in excess of $2 Million & up to $5 Million - $5,000,000: 0.75% annually Amounts in excess of $5 Million+: 0.50% annually
Account minimum: $500,000 Minimum fee: $5,000 minimum annual fee Fee-only: Fee-only fiduciary investment adviser charging annual asset-based fees as detailed above.
Main office
111 Second Avenue NE, Suite 900
St. Petersburg FL 33701
Advisors at this office
16
Most active in
California · Colorado · District of Columbia · Florida · Georgia · Illinois · Indiana · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · New Hampshire · New Jersey · New York · North Carolina · North Dakota · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Washington · Wisconsin
Also doing business as
Ars Wealth Advisors · Ars Wealth Advisors Group, LLC · Ars Wealth Advisors Group, LLC.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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