We Are Getting Noticed – Nationally!

Our firm is unique, and it appears others agree with us.

We Are Getting Noticed – Nationally!

Our firm is unique, and it appears others agree with us.

forbes-magazine-cover

Forbes List Best in NY and Florida

forbes-magazine-cover2023

Forbes List Best in State 2023

Forbes Top 250 RIA Firms Nationwide 2023

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wealth_advisors-advisorhub
fidelity-video

The Wealth Alliance is one of a few Fidelity clients chosen nationwide to represent Fidelity in a marketing video aimed at breakaway advisors. This was done with a full TV crew and a two-day video shoot.

Watch Now

forbes-magazine-cover

Forbes List Best in NY and Florida

forbes-magazine-cover2023

Forbes List Best in State 2023

Forbes Top 250 RIA Firms Nationwide 2023

full-team-by-105-sign-sm-groups-wa-inserted-edit-11.21
wealth_advisors-advisorhub
fidelity-video

The Wealth Alliance is one of a few Fidelity clients chosen nationwide to represent Fidelity in a marketing video aimed at breakaway advisors. This was done with a full TV crew and a two-day video shoot.

Watch Now

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Terms of Use   |   Privacy Policy   |   Disclosures   |   Form CRS
© Copyright 2023

THE WEALTH ALLIANCE, LLC IS A REGISTERED INVESTMENT ADVISOR.

*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 on 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

https://www.forbes.com/sites/rjshook/2023/10/10/methodology-americas-top-ria-firms-2023/?sh=788e141be26d

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.

Fidelity Investments® (“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 Investments is a registered trademark of FMR LLC. Fidelity provides clearing, custody, and other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1086810.1.0

Home

Firm

Advisors

CPA & Attorneys

Giving Back

National Recognition

CLIENTS
Individuals
Businesses

NEWS & VIEWS
Live TV Interviews
Quoted in the Press
WA Monthly Videos

The Wealth Alliance Client Portal

Fidelity Client Portal

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

info@thewealthalliance.com

wa-logo-horizontal

Terms of Use

Privacy Policy

Disclosures

Form CRS

© Copyright 2023

THE WEALTH ALLIANCE, LLC IS A REGISTERED INVESTMENT ADVISOR.

*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 on 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

https://www.forbes.com/sites/rjshook/2023/10/10/methodology-americas-top-ria-firms-2023/?sh=788e141be26d

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.

Fidelity Investments® (“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 Investments is a registered trademark of FMR LLC. Fidelity provides clearing, custody, and other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1086810.1.0