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 organized as an LLC and operating since 1988. The firm serves both individual/family and institutional clients and functions as a capital allocator, using third‑party managers alongside in‑house portfolio management. Its advisory services include financial planning, discretionary portfolio management for individuals and businesses, selection of other advisers, and pension consulting. Fee arrangements are mixed — percentage of AUM, hourly, fixed fees and commissions are all used. Provise identifies as an active ESG investor and maintains affiliations across the financial services ecosystem, including broker‑dealer, trust company, accounting and insurance relationships. The firm was named a Top RIA by FA Magazine in 2020.