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 safeguarding and growing client wealth in a time of economic uncertainty.

This year’s list highlights 250 firms that collectively oversee more than $1.9 trillion in assets under management. Selection was based not only on AUM but also on qualitative measures such as client experience, operational excellence, and a strong culture of leadership and service.

“We’re incredibly proud of our team for once again earning a place among the nation’s top RIAs,” said Jesse Giordano, CFP®, Principal at Opal Wealth Advisors. “In a year marked by shifting markets and global challenges, this recognition reflects our unwavering commitment to helping clients make confident, informed financial decisions.”

At Opal, personalized guidance, transparency, and fiduciary responsibility are the foundation of everything we do. Being nationally recognized by Forbes reinforces our dedication to delivering exceptional service and building long-term financial security for our clients.

About Forbes Top RIA Firms Ranking

The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience, and those that encompass best practices and approach to working with clients. Neither Forbes nor SHOOK receive a fee in exchange for rankings. The full methodology can be found 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.  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. 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.