PROVISE MANAGEMENT GROUP, LLC

RIASEC RegisteredEst. 1988

Total AUM

$2B

Discretionary

$2B

99% of AUM

Avg account

$582K

Accounts

3,492

Employees

Advisory reps

Firm details

Headquarters: CLEARWATER, Florida
CRD number: 105375
Registered since: June 2, 1988
Website: www.provise.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: HNWI86.02%
Individuals7.81%
Corporations / Businesses3.5%
Charitable Organizations1.91%
Pension & Profit Sharing Plans0.76%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Provise Management Group, LLC is an independent registered investment adviser that has been operating since 1988. The firm serves both individual and institutional clients and positions itself as a capital allocator as well as a wealth manager that blends financial planning with portfolio management for individuals, small businesses and institutions. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements and commission-based services, reflecting a mix of traditional advisory and transactional relationships. Investment and advisory services span financial planning, discretionary portfolio management, pension consulting and the selection of third-party managers. Provise reports being an active ESG investor. It also maintains relationships across the financial services ecosystem, including broker-dealers, other investment advisers, trust companies, accounting firms and insurance providers. The firm was recognized on FA Magazine’s Top RIA Firms list in 2020.