National Recognition
We are honored to be included in several independent industry rankings that highlight firms and professionals across the financial services landscape. These recognitions are determined by third-party organizations using their own methodologies and criteria.
National Recognition
We are honored to be included in several independent industry rankings that highlight firms and professionals across the financial services landscape. These recognitions are determined by third-party organizations using their own methodologies and criteria.
Important Disclosures:
Ranking Provider: Forbes and SHOOK Research
Compensation: Neither Forbes nor SHOOK Research received compensation for placement. The Wealth Alliance paid a licensing fee for logo use.
Methodology: Selection criteria and methodology are established by Forbes and SHOOK Research. Additional information regarding the methodology, eligibility criteria, and applicable universe of advisors is available from the ranking provider.
Ranking Provider: Barron’s
Eligibility Criteria: Advisors considered for the Barron’s Top 1,500 Financial Advisors ranking are evaluated on factors including assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Rankings are based on data submitted by participating advisors and firms.
Compensation: Barron’s does not receive compensation in exchange for its rankings.
Ranking Provider: Advisor Hub
Compensation: AdvisorHub did not receive compensation for placement. The Wealth Alliance did not pay a licensing fee for logo use.
Important Information: Rankings are not indicative of future performance, investment results, or client experience and should not be construed as an endorsement of The Wealth Alliance or its professionals.
Compensation: Neither Forbes nor SHOOK Research received compensation for placement. The Wealth Alliance paid a licensing fee for logo use.
Methodology: Selection criteria and methodology are established by Forbes and SHOOK Research. Additional information regarding the methodology, eligibility criteria, and applicable universe of advisors is available from the ranking provider.
Eligibility Criteria: Advisors considered for the Barron’s Top 1,500 Financial Advisors ranking are evaluated on factors including assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Rankings are based on data submitted by participating advisors and firms.
Compensation: Barron’s does not receive compensation in exchange for its rankings.
Compensation: AdvisorHub did not receive compensation for placement. The Wealth Alliance did not pay a licensing fee for logo use.
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© Copyright 2026
© Copyright 2026
© 2026 The Wealth Alliance, LLC. All rights reserved. The Wealth Alliance, LLC (“WA”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Advisory services are offered only to clients in jurisdictions where WA is appropriately registered or exempt from registration.
Broker-Dealer Relationship (PKS) Certain investment adviser representatives of WA are also registered representatives of Purshe Kaplan Sterling Investments (“PKS”), member FINRA/SIPC. PKS is not affiliated with WA. Brokerage and advisory services are separate and distinct, differ in material ways, and are governed by different laws and standards of conduct. Fees for brokerage and advisory services are separate and distinct. Certain advisory representatives may, in separate transactions, act in their capacity as registered representatives of PKS and receive brokerage-related compensation.
Custody & Clearing Relationships (Fidelity) Fidelity Investments and Fidelity Clearing & Custody Solutions (together, “Fidelity”) are independent companies unaffiliated with WA. Fidelity provides clearing, custody, and other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE/SIPC. Fidelity has not reviewed, approved, or endorsed this content and is not responsible for its accuracy.
Ownership & Conflicts of Interest In 2025, Wealth Partners Capital Group (“WPCG”) and HGGC made a minority equity investment in WA. This ownership structure may create certain conflicts of interest, which are described in our Form ADV Part 2A. Clients are encouraged to review these disclosures carefully.
General Disclosure The information on this website is for informational purposes only and should not be construed as personalized investment advice or a recommendation to buy or sell any security. All investments involve risk, including the possible loss of principal. Past performance does not guarantee future results.
Nothing on this website should be construed as a solicitation or offer to buy or sell securities in any jurisdiction where such offer would be unlawful.
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