Allegiant Private Advisors Employee Directory

Financial ServicesFlorida, United States2-10 Employees

Allegiant Private Advisors is a financial services firm based in Sarasota, Florida, offering customized wealth management for high-net-worth families, entrepreneurs, nonprofit organizations, and foundations. The firm emphasizes a fiduciary approach, managing client assets conservatively and developing personalized investment strategies based on proprietary research for each client family, complemented by a concierge-style level of service. Advisory services are provided through Allegiant Private Advisors, LLC, a Registered Investment Adviser.

Founded in 1997, the firm operates as an independent, fee-based advisory practice focused on fiduciary-level financial planning and investment advice. In July 2021, Allegiant Private Advisors became part of Mariner Wealth Advisors, signaling a change in ownership and scale while continuing to serve its clients from its Sarasota base. It has been recognized as a Top Firm by Assets Under Management in 2019 and 2020.

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