Martin J. Kossoff
Principal, President

Marty has been President of Allegiant Private Advisors since 1998. He serves as primary advisor to all clients, and sits on the firm’s Investment Committee. Prior to moving to Sarasota with his family in 1997, Marty led the Private Bank at Wells Fargo in San Francisco, an office with $25 billion under management. He enjoys advising local non-profit organizations and currently serves on and consults with several non-profit boards. Marty lectures at national conferences for the industry and has been quoted in the national media. He is a Certified Financial Planner™, an Accredited Investment Fiduciary®, and is proudly recognized by both Barron's (2013, 2014) and the Financial Times (2013) as one of the Top Advisors in the US.

The Barron's Top 1% award rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Institutional assets are given less weight in the scoring. Investment performance isn’t an explicit component, because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. Assets are managed through Commonwealth Financial Network.

The Financial Times 400 is based on each advisor's performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility. For the full methodology, please visit