Omnia Family Wealth Recognized in Financial Advisor Magazine’s 2020 RIA Ranking

Omnia Family Wealth is pleased to announce that it has been named among the top Registered Investment Advisors by Financial Advisor Magazine’s 2020 RIA ranking, an annual list that ranks the most elite independent advisory firms across the United States.

“It is an honor to be listed on Financial Advisor Magazine’s RIA ranking,” says Omnia Family Wealth Co-Founder and CEO Steven Wagner. “Since the formation of our firm in 2015, we have been dedicated to always putting families first with no conflicts of interests or ulterior motives. This ranking reflects our ability to maintain this commitment.”

For firms to be eligible for Financial Advisor Magazine’s RIA ranking, they must be independent Registered Investment Advisors, file their own ADV statement with the SEC and provide financial planning and related services to individual clients. The ranking is based on firms’ assets under management and various other factors.

Alongside Financial Advisor Magazine’s list of top RIAs, the publication also reports on the ways financial advisors are adapting to the current coronavirus pandemic. According to the article, using technology to maintain strong connections with clients has been a primary focus for the majority of firms named to the list.

To view the entire ranking and its corresponding article, click here.

 

Receive for Insights

This field is for validation purposes and should be left unchanged.

RELATED ARTICLES

Omnia Family Wealth Recognized In Financial Advisor Magazine’s 2022 RIA Ranking

Omnia Family Wealth Recognized In Financial Advisor Magazine’s 2022 RIA Ranking

Read More
Michael Wagner Comments on Short-term Treasury Market in Bloomberg

Michael Wagner Comments on Short-term Treasury Market in Bloomberg

Read More
Michael Wagner On the Importance of Flexibility in Attracting Young Advisors in Barron’s

Michael Wagner On the Importance of Flexibility in Attracting Young Advisors in Barron’s

Read More
Michael Wagner Shares Financial Moves for Retiring Smoothly in a Bear Market with Money

Michael Wagner Shares Financial Moves for Retiring Smoothly in a Bear Market with Money

Read More
Michael Wagner Explains the Benefits of GRATs in Financial Planning

Michael Wagner Explains the Benefits of GRATs in Financial Planning

Read More
Investing Amid Stagflation: US Wealth Managers’ Perspectives

Investing Amid Stagflation: US Wealth Managers’ Perspectives

Read More
Omnia Family Wealth CEO Steven Wagner Named Among Barron’s Top Advisors of 2022

Omnia Family Wealth CEO Steven Wagner Named Among Barron’s Top Advisors of 2022

Read More
Michael Wagner in MarketWatch: What Cautious Investors Need to Know About the Ukraine Crisis

Michael Wagner in MarketWatch: What Cautious Investors Need to Know About the Ukraine Crisis

Read More
CNBC Interviews Michael Wagner About Investment Mindset Amid Geopolitical Issues in Russia and Ukraine

CNBC Interviews Michael Wagner About Investment Mindset Amid Geopolitical Issues in Russia and Ukraine

Read More
©2022 Omnia Family Wealth, All Rights Reserved.