Omnia Family Wealth CEO Steven Wagner Named Among Barron’s Top Advisors of 2019
Omnia Family Wealth Co-Founder and CEO Steven Wagner has once again been named on the list of Barron’s Top Financial Advisors in Florida, which is Barron’s largest, most comprehensive ranking. The list recognizes the most elite advisors from each state, ranging from employees of large Wall Street firms to independent advisors who own and operate their own practices.
Barron’s rankings are based on a variety of factors, including assets under management, revenue generated by advisors for their firms, and the quality of their practices. In their evaluations, Barron’s examined regulatory records, internal company documents, and 100-plus data points provided by more than 4,000 advisors from across the country.
“It is an honor to be list among Barron’s Top Advisors,” says Wagner. “Our continued success comes from building strong, long-lasting relationships with our clients and providing them with solutions to ensure they achieve all of their financial goals. It is very rewarding to have this commitment recognized for the second year in a row.”
Important Disclosures: Omnia Family Wealth, LLC (“Omnia”), a multi-family office, is a registered investment advisor with the SEC. This commentary is provided for informational purposes only. No portion of any statement included herein is to be construed as a solicitation to the rendering of personalized investment advice through this communication. Consult with an account or attorney regarding individual tax or legal advice.
Source: Barron’s magazine, May 2019, Top 1,000 Financial Advisors list. Advisors considered for the “America’s Top 1,000 Financial Advisors: State-by-State” ranking have a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron’s does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome. For more information, visit www.barrons.com.