Provident Trust Company, based in Waukesha, Wisconsin, is ranked No. 98 on the 2020 CNBC Financial Advisor 100 list. The firm ranked No. 88 on last year's CNBC FA 100 list.
Total AUM: $4.3B+
Years in Business:Â 21
Accounts Under Management:Â 1,226
Previous appearances on FA 100 List:Â 1 (No. 88 in 2019)
Principals:
J. Scott Harkness, Chairman, Chief Executive Officer & Portfolio Manager
Michael Schelble, President, Chief Operating Officer, Director & Portfolio Manager
Contact:
N16 W23217 Stone Ridge Drive, Suite 310, Waukesha, WI 53188
(262) 521-2337