Press Releases
See our recent press releases.
The Wealth Alliance Named to the Forbes Top 250 RIA List for 2025
Two Wealth Alliance Advisors Named to Forbes 2026 Best-In-State Wealth Advisors List
Eric Diton was named to the Forbes/Shook 2026 Best-In-State Wealth Advisor List (Florida – South, High Net Worth) as of April 7, 2026. — Criteria: industry experience, interviews, compliance records, AUM, revenue—Neither Forbes nor SHOOK received compensation for placement. — Rankings are not indicative of future performance. — Methodology: Best-In-State Wealth Advisors—WA reasonably believes methodology was objective and not designed to produce a predetermined result. Link: Methodology: Forbes America’s Top Wealth Advisors 2026
Robert Conzo was named to the Forbes/Shook 2026 Best-In-State Wealth Advisor List (New York – NY State, High Net Worth) as of April 7, 2026. — Criteria: industry experience, interviews, compliance records, AUM, revenue—Neither Forbes nor SHOOK received compensation for placement. — Rankings are not indicative of future performance. — Methodology: Best-In-State Wealth Advisors—WA reasonably believes methodology was objective and not designed to produce a predetermined result. Link: Methodology: Forbes America’s Top Wealth Advisors 2026
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© Copyright 2026
THE WEALTH ALLIANCE, LLC IS A REGISTERED INVESTMENT ADVISOR.
Fidelity Investments and Fidelity Clearing & Custody Solutions (together “Fidelity”) is an independent company, unaffiliated with The Wealth Alliance. Fidelity is a service provider to The Wealth Alliance. There is no form of legal partnership agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by The Wealth Alliance and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC. Fidelity Clearing & Custody Solutions® provides clearing, custody, and other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 897728.1.0
CLIENTS
Individuals
Businesses
NEWS & VIEWS
Live TV Interviews
Quoted in the Press
WA Monthly Videos
New York Office
105 Broadhollow Rd
Melville, NY 11747
631-670-0682
Florida Office
6501 Congress Avenue
Suite 100
Boca Raton, FL 33487
561-910-8626
© Copyright 2026
THE WEALTH ALLIANCE, LLC IS A REGISTERED INVESTMENT ADVISOR.
Fidelity Investments and Fidelity Clearing & Custody Solutions (together “Fidelity”) is an independent company, unaffiliated with The Wealth Alliance. Fidelity is a service provider to The Wealth Alliance. There is no form of legal partnership agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by The Wealth Alliance and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC. Fidelity Clearing & Custody Solutions® provides clearing, custody, and other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 897728.1.0