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.

 

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