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, LLC provides investment advisory and planning services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations and other business entities. As of December 31, 2025 the firm reported approximately $4.44 billion in assets under management and serves more than 3,000 clients, with roughly $2.14 billion managed on a discretionary basis and $2.30 billion on a non‑discretionary basis. The firm delivers tailored portfolio management, financial planning, retirement planning and portfolio consulting, constructing asset allocations from equities, exchange‑traded funds, mutual funds, corporate and municipal securities, U.S. government securities and, when appropriate, alternative investments. PWA offers both discretionary and non‑discretionary mandates, employs fundamental, technical and charting analysis (and may use covered‑call strategies where suitable), and operates on a multi‑custodial platform (Raymond James, Charles Schwab and Fidelity) while evaluating wrap versus non‑wrap account structures for clients. PWA’s brochure discloses a set of operational affiliations that are less common among peers: it is affiliated with a broker‑dealer (PWA Securities, LLC) and some investment advisor representatives are registered representatives, and principal officers also act as insurance agents through affiliated insurance entities. Those relationships, together with referral arrangements involving Paradigm Financial Group and other affiliated business interests, are identified in the firm’s disclosures and are subject to the firm’s conflict‑of‑interest policies and oversight.

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.