Opal Wealth Advisors Named to Financial Advisor Magazine’s 2023 List of Top RIA Firms
By | August 8, 2023We 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 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 2023 by Financial Advisor magazine. 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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Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Opal Wealth Advisors, LLC [“OWA]), or any non-investment related content, made reference to directly or indirectly in this commentary will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this commentary serves as the receipt of, or as a substitute for, personalized investment advice from OWA. OWA is neither a law firm, nor a certified public accounting firm, and no portion of the commentary content should be construed as legal or accounting advice. A copy of the OWA’s current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.opalwealthadvisors.com. Please Remember: If you are a OWA client, please contact OWA, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. Please Also Remember to advise us if you have not been receiving account statements (at least quarterly) from the account custodian.
