Omnia Family Wealth Named Among America’s Top RIAs of 2023 by Financial Advisor Magazine

We are pleased to announce that Financial Advisor Magazine has named Omnia Family Wealth on its list of America’s Top RIAs of 2023, an annual ranking of the most elite, independent advisory firms across the country. The ranking is based on firms’ assets under management, among various other factors.

In response to the firm’s achievement, Omnia Family Wealth Co-Founder and CEO Steven Wagner comments, “We are humbled and honored to be named among the most elite advisors in the country by the financial media. This recognition is a testament to our unwavering commitment to our clients’ financial well-being and reflects our team’s dedication to excellence. We will remain committed to pushing the boundaries of innovation and personalized service, ensuring that our clients’ futures are as prosperous as their present.”

For firms to be eligible for Financial Advisor magazine’s RIA ranking, they must be independent Registered Investment Advisors, file their own ADV statements with the SEC and provide financial planning and related services to individual clients.

To view Financial Advisor Magazine’s entire list of America’s Top RIAs of 2023, click here.