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, SEC-registered registered investment adviser that has operated since 1988. The firm serves both individual and family clients as well as institutional investors, offering financial planning and portfolio management across individuals, small businesses and larger institutions. Provise acts as a capital allocator and selects outside managers as part of its advisory blend; its service menu also includes pension consulting and selection of other advisers. The firm reports using a mix of fee approaches (percentage of AUM, hourly, fixed fees) and commission-based arrangements. Provise indicates an active ESG stance in its investing and maintains industry relationships that span broker-dealers, other investment advisers, trust companies, accounting firms and insurance companies. The firm received recognition on FA Magazine’s Top RIA Firms list in 2020.