Please Note: Ranking Limitations. 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. 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.
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 Advisory firms in America. The compilation, now in its third year, honors firms with strong track records of stewarding client wealth and preserving it for the long term.
“It’s a tremendous honor to be named among the top RIA firms in America, and a testament to the work our team has done to ensure every Opal client receives the personalized guidance, exemplary service, and exceptional stewardship they deserve,” said Jesse Giordano, financial advisor and principal at Opal Wealth.
The 250 firms that make up the 2024 list were selected from 46,212 nominations and oversee more than $1.6 trillion in assets under management combined. But rather than relying exclusively on numbers to inform their rankings, SHOOK Research conducts interviews to identify the firms offering best practices and providing a high-quality experience for clients as well.
Lee Korn, financial advisor and principal at Opal, added: “We’re especially proud of this recognition because of the rigorous evaluation process and the emphasis Forbes and SHOOK place on the strength of each firm’s client relationships and overall culture, which have been fundamental elements of our success since we opened our doors.”
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.