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Company Profiles: Revenue, Growth, Competition

Provenance Wealth Advisors Revenue, Growth & Competitor Profile

DBA PROVENANCE WEALTH ADVISORS, LLC
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Company Awards

Brain Power (IP)
Patent/Trademark IP
 

Company Profile & Annual Report for Provenance Wealth Advisors

Access the complete profile.

Provenance Wealth Advisors Fast Facts

Revenue$10 - $100 million    See Exact Annual Revenue
Employees10 - 100Exact Company Size
Primary Industry52392 Portfolio Management
Address515 East Las Olas Boulevard
15th Floor
Fort Lauderdale, FL 33301

Note: Revenues for privately held companies are statistical evaluations.


Provenance Wealth Advisors's Annual Report & Profile shows critical firmographic facts:
  • What is the company's size? (Annual sales and employees)
  • What industry is the company in?
    • Provenance Wealth Advisors is classified as operating in the Portfolio Management industry, NAICS Code 52392.

Provenance Wealth Advisors Annual Revenue and Growth Rate

Provenance Wealth Advisors Revenue Est.
($ Million)
Growth Rate (%)# Employees
2025 $10 - $100 million

Details in Premium Report
2024
2023
2021
2020
2019


1-Year Growth Rate:
3-Year Growth Rate (CAGR):
Premium Report

Note: Provenance Wealth Advisors's revenues are gauged from an analysis of company filings.



Provenance Wealth Advisors's Income Statement (based on Industry Averages)

Provenance Wealth Advisors P&L$ Millions
Revenue (Sales) Provenance Wealth Advisors Premium Report
Cost of Goods Sold
Gross Profit

Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit
 


Trademark Applications

Trademark applications show the products and services that Provenance Wealth Advisors is developing and marketing. Provenance Wealth Advisors doesn't have any recent trademark applications, indicating Provenance Wealth Advisors is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark Date
PROVENANCE WEALTH ADVISORS
Financial and insurance consultation in the fields of investments and financial planning, life insurance, investment annuities, mutual funds, deferred compensation, estate planning, business planning in the nature of estate, financial and investment planning, charitable planning in the nature of estate, financial and investment planning, and retirement planning; registered investor advisory services and financial research, financial management and financial analysis in connection therewith
12/06/2018
RELATABLE FINANCE
Entertainment services, namely, providing podcasts in the fields of personal finance, investments, retirement planning and estate planning
10/09/2018

See all trademarks and details in the Full Report.


Market Share of Provenance Wealth Advisors's Largest Competitors

A competitive analysis shows these companies are in the same general field as Provenance Wealth Advisors, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company HeadquartersRevenue ($ MM)
RUSSELL TOBIN & ASSOCIATESNew York, NY100 
R. W. SELBYLos Angeles, CA50 
STEWARD PARTNERS GLOBAL ADVISORYNew York, NY47 
NORTHWEST RESTAURANT VENTURESSan Francisco, CA28 
T.K. INVESTMENTVisalia, CA24 
CLEANCHOICE ENERGY SHARED SERVICESWashington, DC24 
LEVEL FOUR GROUPDallas, TX21 
STELLAR GALLERYFresno, CA20 
TAMARACK RESORT TWOAtlanta, GA20 




Nearby Competitors

These companies are similar in business line and location to Provenance Wealth Advisors. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company HeadquartersRevenue ($ MM)
PROVENANCE WEALTH ADVISORSFort Lauderdale, FL100 
17TH INVESTORSFort Lauderdale, FL100 
ENDEAVOR FUND.Lauderdale, FL77 
SMART CITY CAPITALFort Lauderdale, FL25 




Other Companies at 515 East Las Olas Boulevard, Fort Lauderdale FL

Company HeadquartersRevenue ($ MM)
A.D. HENDERSON FOUNDATIONFort Lauderdale, FL100 
BLU IGUANA TRUCKINGFort Lauderdale, FL43 
OPTIMAL CONSULTINGFort Lauderdale, FL0 


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Future Competition: Provenance Wealth Advisors's Fastest Growing Competitors

These companies are in the same general field as Provenance Wealth Advisors and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

CompanyRevenue ($ MM)
Provenance Wealth Advisors Competitors