Forbes List Best in State 2023

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THE WEALTH ALLIANCE, LLC IS A REGISTERED INVESTMENT ADVISOR.

Eric Diton has been named to the Barron’s Top 1200 Advisors as of March 15, 2024. The Barron’s Top 1200 Advisors ranking is based on a 102-question survey where the information is used in a ranking calculation featuring three major categories: (1) Assets (2) Revenue (3) Quality of practice. They also consider other factors, including the advisor’s experience, their advance degrees and industry designations, the size, shape and diversity of their teams, their charitable and philanthropic work, and their compliance records. Barron’s does not receive compensation from the advisor or their firms in exchange for placement in a ranking. Investment performance is not a criterion. Link: Barron’s Top 1200 Advisors Methodology

*Eric Diton and Robert Conzo have been named to the Forbes/Shook 2023 Best-In-State Wealth Advisor Lists as of April 4, 2023, for Florida and New York, respectively. The Forbes Best-In-State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement in a ranking. Investment performance is not a criterion. Link: Forbes Best-In-State Wealth Advisors Methodology

*Eric Diton and Robert Conzo have been named to the Forbes/Shook 2024 Best-In-State Wealth Advisor Lists as of April 3, 2024, for South Florida and New York State (High Net Worth), respectively. The Forbes Best-In-State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement in a ranking. Investment performance is not a criterion. Link: Forbes Best-In-State Wealth Advisors Methodology

The Wealth Alliance has been recognized as one of the Top RIA Firms in the country for 2023 by Forbes/SHOOK Research as of October 10, 2023. The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm which 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 compensation from the firm in exchange for placement on a ranking. Investment performance is not a criterion. Link: Forbes Top RIA Firms Methodology

Eric Diton and Robert Conzo have been named to the 100 Advisors To Watch (Over $1B) as of June 20, 2023. The AdvisorHub ranking is based on 1) Scope of practice measured by assets, production and level of service; 2) Growth of practice consisting of year over year growth in assets, households and production; and lastly, 3) Professionalism which includes regulatory record, community service and team diversity. AdvisorHub does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion. Link: AdvisorHub Wealth Advisor Rankings Methodology.

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