Omnia Family Wealth Recognized by Citywire as the Future of the RIA Industry

Omnia Family Wealth has been named among Citywire’s RIA Future 50 firms of 2019. This is the inaugural year of these awards, which recognize a group of financial professionals who represent the future of the RIA landscape. Its objective is to showcase the top power players of the industry as well as the next generation of advisors.

As opposed to many other industry awards. Citywire’s RIA Future 50 did not search for the biggest firms based on assets or profit growth. Rather, they honored firms based on growth trajectory, degree of independence, what percentage of their income is fee-based and how diverse, inclusive and sustainably minded they are.

As part of their RIA Future 50 issue, Citywire spoke with Omnia Family Wealth Co-Founder and Chief Executive Officer Steven Wagner about the firm’s culture. According to Wagner, three characteristics that are integral to Omnia Family Wealth’s culture include:

  • Multi-Generational Wealth: The three founders represent three generations and have a succession plan for the firm in place.
  • Risk Management: When crafting investment solutions, they focus on risk, expenses and taxes.
  • Collaboration: Instead of competing against their families’ networks of external providers, they work with them.

Omnia Family Wealth accepted this award during a ceremony that was held to coincide with Citywire’s RIA retreat conference in Austin on October 3 and 4, 2019.

Click here for Citywire’s entire RIA Future 50 issue.

 

For firms to qualify for Citywire’s RIA Future 50, they must be registered by the Securities and Exchange Commission (SEC) as an RIA with between $250 million and $2 billion in assets under management at the end of 2018. 

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