OMNIA FAMILY WEALTH CEO STEVEN WAGNER NAMED AMONG BARRON’S TOP ADVISORS OF 2023
We are proud to announce that Omnia Family Wealth Co-Founder and CEO Steven Wagner has been named on Barron’s America’s Top 1,200 Financial Advisors 2023 list. This is Wagner’s ninth consecutive appearance on the prestigious list.
The annual ranking is the largest, most comprehensive list of financial advisors that Barron’s publishes. It recognizes the most elite advisors from each state, with Wagner representing Florida.
“It’s an honor to be recognized by Barron’s as a top advisor year after year.” Wagner said. “Guiding families through wealth challenges and helping them make informed decisions is at the heart of what we do, and we look forward to upholding this standard of client care for years to come.”
When selecting advisors for this ranking, Barron’s searched for advisors who demonstrated exceptional client care. Thousands of the nation’s most productive advisors provided data to the publication in hopes of being selected, with only 1,200 making the official list. Specific factors considered in this year’s ranking included assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
Source: Barron’s magazine, March 2023, Top 1,200 Financial Advisors list. Advisors considered for the “America’s Top 1,200 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.