July 22, 2015 – For the second time within a month ProVise has been recognized as one of the largest independent financial planning organizations in the United States. Based on total assets under management, Financial Advisor magazine ranked ProVise with $1.18 billion as of December 31, 2014 as the 182nd largest Registered Investment Advisor in the country, 7th largest in Florida, and largest on the West Coast of Florida. Last month, Financial Times placed ProVise on its Top 300 list of financial planning firms in the United States.
ProVise serves almost 1,000 clients in over 30 states. According to the ranking, ProVise’s average client has about $1.24 million invested with the firm, but ProVise accepts clients with as little as $25,000. “Being ranked by Financial Advisor once again is a great honor, but the real honor is serving our clients and helping them with financial planning for their life and their lifestyle”, said Ray Ferrara, CFP, Chairman and CEO.
ProVise, founded in 1986, is a fee based financial planning and investment management firm located in Clearwater and New Port Richey which manages over $1.2 billion on behalf of its personal, institutional and retirement plan clients. More information about ProVise can be found at www.provise.com. Please contact Ray Ferrara, CFP for additional information at 611 Druid Rd E, Suite 105, Clearwater, FL 33756, Ferrara@provise.com, 727-441-9022.