Omnia Family Wealth Recognized in Financial Advisor Magazine’s 2021 RIA Ranking
We are pleased to announce that Omnia Family Wealth has been named among the top Registered Investment Advisors by Financial Advisor Magazine’s 2021 RIA ranking, an annual list that ranks the most elite independent advisory firms across the United States.
Alongside Financial Advisor Magazine’s list of top RIAs, the publication also reports on the ways the COVID-19 pandemic has accelerated major trends in the financial advisory space, such as the expanding use of advanced technology by advisors. According to the article, both sides of the RIA relationship were influenced by the ongoing public health crisis, with clients rethinking their financial priorities and futures.
“Our goals-driven investment approach has always been centered around our clients’ objectives,” says Omnia Family Wealth Co-Founder and CEO Steven Wagner. “When these goals change, we are dedicated to adapting our work with them so they can feel confident to make informed decisions. It is an honor to have this commitment recognized by both our clients and Financial Advisor Magazine.”
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. The ranking is based on firms’ assets under management and various other factors.
To view the entire ranking and its corresponding article, click here.