Allegiant Private Advisors has been recognized on Accounting Today’s annual Wealth Magnets list as a top firm by assets under management (AUM) for 2021. The independent firm, which offers fiduciary-level financial planning and investment advisory services, earned a spot on the 2021 list based on Allegiant’s $1,002,789,546 assets under management, as reported in May 2021. Allegiant is the only Sarasota-based firm included and one of only four in Florida for 2021.

Candidates for the Top Firms by AUM list must be CPA firms that have a financial planning practice (including subsidiaries and affiliates), and at least one of the financial planners in the practice must hold a CPA credential.