In the News

Forbes Honors Opal Wealth Advisors as One of America’s Top RIA Firms in 2025

Opal Wealth Advisors is honored to be recognized on the 2025 Forbes | SHOOK list of America’s Top Registered Investment Advisory (RIA) Firms. Now in its fourth year, this prestigious ranking celebrates firms with proven track records of… more

Please see: The ranking was based on the period of March 31, 2024 through March 31, 2025. Opal Wealth Advisors did not pay any compensation or fee to be considered for or receive the ranking.

Opal Wealth Advisors Appoints Kayla Kennelly as Chief Growth Officer 

Former Goldman Sachs VP Set to Lead Independent RIA's Strategic Growth Initiatives   JERICHO, NY, April 15, 2025- Opal Wealth Advisors, an independent registered investment advisor (RIA) providing wealth and investment management for both individuals and businesses, today announced… more

Please see: Please see additional disclosure information opalwealthadvisors.com/disclosure/

Opal Wealth Advisors Named to the Forbes/SHOOK List of Top RIA Firms for the Second Consecutive Year

For the second year in a row, Opal Wealth Advisors, an independent registered investment advisor (RIA) providing wealth and investment management for both individuals and businesses, has been named to the distinguished Forbes/SHOOK list of top Registered Investment… more

Please see: This ranking was provided on October 8, 2024 by Forbes and SHOOK Research. The ranking was based on the period of March 31, 2023 through March 31, 2024. Opal Wealth Advisors did not pay any compensation or fee to be considered for or receive the ranking.

Opal Wealth Advisors Honored by Forbes as One of America’s Top RIA Firms in 2023

Opal Wealth Advisors is thrilled to announce its inclusion on the prestigious 2023 Forbes/SHOOK list of America's Top Registered Investment Advisory (RIA) Firms. This second annual compilation received 42,643 nominations, and selected 250 firms holding a cumulative total… more

Please see: This ranking was provided on October 10, 2023 by Forbes and SHOOK Research. The ranking was based on the period of March 31, 2022 through March 31, 2023. Opal Wealth Advisors did not pay any compensation or fee to be considered for or receive the ranking.

Opal Wealth Advisors Named to Financial Advisor Magazine’s 2023 List of Top RIA Firms

We are pleased to announce that Opal Wealth Advisors has been named among the top registered investment advisor firms in the U.S., according to Financial Advisor magazine’s 2023 RIA Survey & Ranking. This prestigious listing is compiled by… more

Please see: 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.

Opal Wealth Advisors Announces Matthew Krouse Has Joined the Firm as a Financial Advisor

Opal Wealth Advisors is pleased to announce that Matthew P. Krouse, AAMS® has joined as a financial advisor, bringing more than 20 years of industry expertise to the firm. more

The Leukemia & Lymphoma Society (LLS) Congratulates Its 2020 Man & Woman of the Year Winners

Jesse Giordano of Opal Wealth Advisors was honored in Forbes magazine for his fundraising contributions to the Leukemia & Lymphoma Society (LLS). Jesse was recognized as the LLS 2020 National Runner Up for Man of the Year Award. more

Glen Cove Lymphoma Survivor Recalls Diagnoses After Jeff Bridges Announcement

A Glen Cove resident is recalling his diagnoses with lymphoma after actor Jeff Bridges announced he is battling the disease. Jesse Giordano was diagnosed 35 years ago. He now volunteers with the Leukemia and Lymphoma Society. more

Crossing the Finish Line: Making a Successful Transition to Independence

The principals at Opal Wealth Advisors in Jericho, New York, can attest to the value of having the right custodian partner. “Thanks to the Schwab team, we couldn’t have been more prepared for the launch of our firm,” said… more

Jesse Giordano Honored with 2020 Business & Finance Award from Long Island Business News

Jesse Giordano, Financial Advisor/Principal of Opal Wealth Advisors, has been named an Honoree of the 2020 Business & Finance Awards from Long Island Business News. The awards recognize financial professionals for their outstanding performance as stewards of Long… more

Please see: This ranking was provided in September 2020 by Long Island Business News. Opal Wealth Advisors did not pay any compensation or fee to be considered for or receive the ranking.