Omnia Family Wealth CEO Steven Wagner Named Among Barron’s Top Advisors of 2020

We are pleased to announce that Omnia Family Wealth Co-Founder and CEO Steven Wagner has once again been named on Barron’s Top 1,200 Financial Advisors. This is the publication’s largest, most comprehensive ranking. It recognizes the most elite advisors from each state, with Wagner representing Florida.

In selecting for its Top 1,200 advisors, Barron’s searched for advisors who provide exceptional client care. More than 4,000 of the nation’s most productive advisors provided data to Barron’s in hopes of being selected. Specific factors considered in selecting advisors for the ranking included: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.

“It is an honor to be recognized by Barron’s,” says Wagner. “Omnia’s continued success is directly related to our focus on client relationships and providing them with holistic, independent advice on the things that matter most to them.”

Subscribers to Barron’s can view the entire state-by-state list of advisors here.

 

Source: Barron’s magazine, March 2020, 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.

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