This prestigious listing is compiled by the magazine using verified data gathered from RIA firms that voluntarily complete an annual survey. Financial Advisor then ranks the firms from largest to smallest based on their reported assets under management (AUM) at the end of the year.
Only independent RIAs that file their own SEC Form ADV and provide financial planning and/or related services to individual clients are eligible to participate. Firms do not pay to be included in the ranking.
Of the top 521 RIAs in the country, Opal Wealth Advisors ranked 372. To see the entire list, please click here.
About Opal Wealth Advisors
Opal Wealth Advisors is an independent registered investment advisor (RIA) providing wealth and investment management for both individuals and businesses. Founded by longtime partners Lee Korn, Jesse Giordano, and Joseph N. Filosa, Opal Wealth Advisors offers independent advice coupled with fully integrated services, support and technology. With a comprehensive focus on financial life planning, Opal Wealth Advisors goes beyond traditional advice, inspiring clients to take control of their finances to achieve financial freedom. For more information, visit Opal Wealth Advisors at www.opalwealthadvisors.com.Please Note: Ranking Limitations. This ranking was provided in July, 2023 by Financial Advisor magazine. The ranking was based on assets under management as of December 31, 2022. Opal Wealth Advisors did not pay any compensation or fee to be considered for or receive the ranking. Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. The ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the investment professional’s firm. ANY QUESTIONS: OWA’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.