Opal Wealth Advisors Honored by Forbes as One of America’s Top RIA Firms in 2023By | November 1, 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 of more than $1.1 trillion assets under management (AUM).
In addition to AUM, the rankings were based on operational quality—including the client service experience, the team’s leadership and purpose, and the foundational company culture.
“We are very proud of our team, and are humbled and delighted to have earned the distinction of being one of America’s Top RIA Firms this year,” said Jesse Giordano, Opal’s financial advisor and principal.
Opal’s dedication to personalized guidance, exemplary service, and exceptional stewardship of client assets are central to its practice. To have these efforts nationally recognized by Forbes is a great honor that further establishes its deep commitment to providing the highest quality services and solutions. According to Forbes, all of the RIAs on the Top RIA Firms 2023 list have strong pedigrees when it comes to providing a steady hand for clients and preserving their wealth over the long term.
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. This ranking was provided in 2023 by Forbes and SHOOK Research. 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.
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