A complete list of active advisors currently associated with Provenance Wealth advisors
Warmer can help you find a great advisor at Provenance Wealth advisors or one who fits your needs even better.
Provenance Wealth Advisors provides portfolio management, financial planning, retirement planning, and portfolio consulting to individuals (including high‑net‑worth clients), retirement plans, trusts, estates, charitable organizations, and business entities. As of June 30, 2026 the firm reports approximately $3.63 billion in assets under management across roughly 2,864 client relationships and is supported by 18 investment professionals. The firm offers both discretionary and non‑discretionary management on a multi‑custodial platform (Raymond James, Charles Schwab, and Fidelity), typically employing equities, ETFs, mutual funds, corporate and municipal securities, and occasionally alternative investments; its stated methods of analysis include charting, fundamental, and technical approaches and it may use covered‑call option strategies. Provenance also provides written financial plans, retirement‑plan services (including investment policy statements and ongoing monitoring), and participant education workshops for plan sponsors. What is noteworthy in the brochure is the firm’s affiliated business structure: it is affiliated with PWA Securities, LLC (a registered broker‑dealer) and with PWA Insurance Agency and Provenance Insurance Services, LLC, and the brochure discloses that certain representatives are registered reps and some principals are licensed insurance agents, so brokerage transactions or insurance sales can generate commission compensation in addition to advisory fees. The filing also discloses referral and affiliation arrangements with an accounting‑related affiliate and lending referral relationships, and the combination of a multi‑billion dollar AUM with a relatively small advisor headcount is an atypical operational profile among multi‑team peers.
To learn more about the advisors currently working at Provenance Wealth advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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