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ARS Wealth Advisors

Updated today

Client assets under management

$1,569,510,519

Clients

1,044

44% high-net worth

Advisors

15

of 24 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

70

High

Average account size

$1,503,363

About

ARS Wealth Advisors Group provides discretionary portfolio management, financial planning, estate-planning education and tax preparation services primarily to individual and high‑net‑worth clients, as well as associated trusts, estates and retirement plans. The firm manages approximately $1.64 billion in discretionary assets and offers integrated services that can include ongoing financial planning, tax return preparation and use of a third‑party digital estate‑planning tool (Trust & Will).

Investment programs are tailored to individual client objectives and typically feature diversified allocations to core domestic and international equities, ETFs, mutual funds and fixed income, with a blend of value and growth stock selection and a generally long time horizon; the firm typically does not pursue market timing and uses Envestnet | Tamarac for reporting, performance and trade administration. ARS Wealth manages accounts on a discretionary basis for most clients and will modify strategies for special situations such as legacy holdings, stock options or tax considerations.

The firm’s corporate ownership and network are a distinguishing element: ARS Wealth is an indirect, wholly‑owned subsidiary of Focus Financial Partners, and the brochure discloses affiliated relationships and access to affiliated services that are less common among multi‑team peers — including Focus Risk Solutions for insurance placements, participation in UPTIQ‑facilitated credit and cash management programs (with Focus as a minority investor in UPTIQ), and connections to other Focus partners that include pension consultants and firms that sponsor or advise private funds. These relationships are disclosed in the brochure along with the firm’s stated mitigation measures (such as client disclosures and offering certain affiliate solutions on a nondiscretionary basis).

Client services

Financial planning Portfolio management
Tax preparation and consulting services and credit and cash management solutions and insurance solutions

Expertise

General retirement planning Tax-loss harvesting Equity compensation tax strategy Retirement withdrawal strategies Debt management

Fee options

Percentage

$0 - $2,000,000: 1.00% annually Amounts in excess of $2 Million & up to $5 Million - $5,000,000: 0.75% annually Amounts in excess of $5 Million+: 0.50% annually

Other

Account minimum: $500,000 Minimum fee: $5,000 minimum annual fee Fee-only: Fee-only fiduciary investment adviser charging annual asset-based fees as detailed above.

Main office location

ARS Wealth Advisors

111 Second Avenue Ne, Suite 900

St. Petersburg FL 33701, United States

Number of offices

5

Most active in

California · Colorado · District of Columbia · Florida · Georgia · Illinois · Indiana · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · New Hampshire · New Jersey · New York · North Carolina · North Dakota · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Washington · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Christopher H

CFP®, Series 65

St. Petersburg, FL

ARS Wealth Advisors

Christopher Hill is a CFP® and holds a Series 65 license with seven years of industry experience. He has been with ARS Wealth Advisors and its predecessor since 2016, following two years at Raymond James. He is based in St. Petersburg, FL. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans by providing ongoing portfolio management alongside financial planning and tax preparation/consulting. The firm employs a blended value-and-growth equity approach with a long-term investment horizon and tailors investment programs to individual objectives.

General retirement planning Tax-loss harvesting Equity compensation tax strategy Retirement withdrawal strategies Debt management
user avatar

Samuel H

Series 63

St. Petersburg, FL

ARS Wealth Advisors

Samuel Holloway is a financial advisor at ARS Wealth Advisors with 24 years of industry experience. He previously led Holloway Wealth Management, LLC for 17 years before joining ARS Wealth Advisors in 2022. Holloway holds a Series 63 designation. Outside of his advisory role, he is an independent representative for fixed insurance products and owns Bishop Real Estate LLC. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans by providing portfolio management, financial planning, and tax preparation services. The firm employs a blended value-and-growth investment approach with a long-term horizon and utilizes an Investment Committee for oversight.

General retirement planning Tax-loss harvesting Equity compensation tax strategy Retirement withdrawal strategies Debt management
user avatar

Anthony A

Series 63, Series 65

St. Petersburgh, FL

ARS Wealth Advisors

Anthony Anderson is a financial advisor with ARS Wealth Advisors in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with ARS Wealth Advisors and its predecessor entities since 2004. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans by providing portfolio management, financial planning, and tax preparation and consulting services. The firm employs a blended value-and-growth equity approach with a long-term investment horizon and utilizes third-party platforms for reporting and trade reconciliation.

General retirement planning Tax-loss harvesting Equity compensation tax strategy Retirement withdrawal strategies Debt management
user avatar

Adrian N

CFP®, Series 65

St. Petersburg, FL

ARS Wealth Advisors

Adrian Neutz is a CFP® and Series 65 registered advisor with ARS Wealth Advisors in St. Petersburg, FL. He has two years of industry experience, previously working at Atlas Fiduciary Financial and The Hartford Insurance Group. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans by providing portfolio management, financial planning, and tax preparation services. The firm employs a blended value-and-growth equity approach with a long-term investment horizon and offers integrated tax services alongside access to affiliated insurance and credit solutions.

General retirement planning Tax-loss harvesting Equity compensation tax strategy Retirement withdrawal strategies Debt management
user avatar

Jessica M

Series 65

St. Petersburg, FL

ARS Wealth Advisors

Jessica Marshall is a financial advisor at ARS Wealth Advisors with five years of industry experience. She holds a Series 65 credential and has worked previously at Holloway Wealth Management. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans by providing portfolio management, financial planning, and tax preparation services. The firm employs a blended value-and-growth equity approach with a long-term investment horizon and utilizes an Investment Committee for oversight.

General retirement planning Tax-loss harvesting Equity compensation tax strategy Retirement withdrawal strategies Debt management
user avatar

Richard H

Series 63, Series 65, Series 66

St. Petersburg, FL

ARS Wealth Advisors

Richard Heiman is a financial advisor at ARS Wealth Advisors with 33 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with ARS Wealth Advisors and its predecessor entities since 2016. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans by providing portfolio management, financial planning, and tax preparation and consulting services. The firm employs a blended value-and-growth equity approach with a long-term investment horizon and utilizes an Investment Committee for oversight.

General retirement planning Tax-loss harvesting Equity compensation tax strategy Retirement withdrawal strategies Debt management
user avatar

Andrew S

Series 65

St. Petersburg, FL

ARS Wealth Advisors

Andrew Swenson is a financial advisor at ARS Wealth Advisors with 17 years of industry experience. He holds a Series 65 license and has been with ARS Wealth Advisors and its predecessor entities since 2008. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans, providing portfolio management along with financial planning and tax preparation services. The firm employs a blended value-and-growth equity approach with a long-term investment horizon and utilizes an Investment Committee for oversight.

General retirement planning Tax-loss harvesting Equity compensation tax strategy Retirement withdrawal strategies Debt management
user avatar

Sean M

Series 66

St. Petersburg, FL

ARS Wealth Advisors

Sean Marrozos is a financial advisor at ARS Wealth Advisors with six years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and Charles Schwab. Outside of his advisory work, he has experience in the restaurant industry. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans by providing portfolio management, financial planning, and tax preparation services. The firm employs a blended value-and-growth investment approach with a long-term horizon and utilizes an Investment Committee for oversight.

General retirement planning Tax-loss harvesting Equity compensation tax strategy Retirement withdrawal strategies Debt management
user avatar

Ryan O

CFP®, Series 63, Series 65

St. Petersburg, FL

ARS Wealth Advisors

Ryan O'Leary is a CFP® professional with 21 years of industry experience, currently serving as an advisor at ARS Wealth Advisors. His prior experience includes roles at International Assets Investment Management, Sandra Morris Financial, Mercer Global Advisors, and other firms. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans by providing portfolio management, financial planning, and tax preparation services. The firm employs a blended value-and-growth equity strategy with a long-term investment horizon and uses third-party platforms for reporting and trade reconciliation.

General retirement planning Tax-loss harvesting Equity compensation tax strategy Retirement withdrawal strategies Debt management
user avatar

Cooper K

Series 65

St. Petersburg, FL

ARS Wealth Advisors

Cooper King is a financial advisor at ARS Wealth Advisors with a Series 65 designation and four years of industry experience. His prior roles include positions at Sanders, Holloway, and Ryan and academic experience at Florida State University and Oxbridge Academy of the Palm Beaches. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans, offering portfolio management, financial planning, and tax preparation services. The firm employs a blended value-and-growth equity approach with a long-term investment horizon and utilizes an Investment Committee for oversight.

General retirement planning Tax-loss harvesting Equity compensation tax strategy Retirement withdrawal strategies Debt management
user avatar

Jonathon V

Series 63

St. Petersburg, FL

ARS Wealth Advisors

Jonathon Visscher is a financial advisor with ARS Wealth Advisors in Gainesville, FL, holding a Series 63 designation and 22 years of industry experience. He previously worked at Holloway Wealth Management, LLC for 17 years before joining ARS Wealth Advisors in 2022. Outside of his advisory role, he acts as an independent representative for various insurance carriers focusing on fixed products. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans by providing portfolio management, financial planning, and tax preparation services. The firm employs a blended value-and-growth equity approach with a long-term investment horizon and utilizes third-party platforms for reporting and trade reconciliation.

General retirement planning Tax-loss harvesting Equity compensation tax strategy Retirement withdrawal strategies Debt management
user avatar

Michael H

CFP®, Series 66

St. Petersburg, FL

ARS Wealth Advisors

Michael Hinson is a CFP® with 10 years of industry experience, currently serving as a financial advisor at ARS Wealth Advisors since 2023. His prior experience includes roles at Splunk, Sequoia Financial Group, and Mercer Global Advisors. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans by providing portfolio management, financial planning, and tax preparation services. The firm employs a blended value-and-growth equity approach with a long-term investment horizon and utilizes an Investment Committee for oversight.

General retirement planning Tax-loss harvesting Equity compensation tax strategy Retirement withdrawal strategies Debt management
user avatar

Caroline H

CFP®, Series 63, Series 65, Series 66

St. Petersburg, FL

ARS Wealth Advisors

Caroline Holloway is a CFP® professional with 22 years of experience in financial advising. She has worked at ARS Wealth Advisors since 2022 and previously led Holloway Wealth Management for 17 years. Outside of her advisory work, she is the owner of Bishop Real Estate LLC. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans, offering portfolio management alongside financial planning and tax preparation services. The firm employs a blended value-and-growth equity approach with a long-term investment horizon and customizes investment programs based on individual objectives.

General retirement planning Tax-loss harvesting Equity compensation tax strategy Retirement withdrawal strategies Debt management
user avatar

Michael M

CFA®, Series 63, Series 65

St. Petersburg, FL

ARS Wealth Advisors

Michael Murray is a CFA® charterholder with 18 years of industry experience, currently serving at ARS Wealth Advisors in St. Petersburg, FL. He has been with ARS Wealth Advisors and its predecessor entities since 2015. ARS Wealth Advisors provides portfolio management, financial planning, and tax preparation services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans. The firm employs a blended value-and-growth equity approach with a long-term investment horizon and uses third-party platforms for reporting and trade reconciliation.

General retirement planning Tax-loss harvesting Equity compensation tax strategy Retirement withdrawal strategies Debt management
user avatar

Gilbert U

CFA®, Series 63, Series 65

St. Petersburg, FL

ARS Wealth Advisors

Gilbert Ulrich is a CFA® charterholder with 19 years of experience in the financial industry. He has been with ARS Wealth Advisors and its related entities since 2006 and is currently based in St. Petersburg, FL. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans, offering portfolio management alongside financial planning and tax preparation services. The firm employs a blended value-and-growth equity approach with a long-term investment horizon and utilizes an Investment Committee for oversight.

General retirement planning Tax-loss harvesting Equity compensation tax strategy Retirement withdrawal strategies Debt management
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