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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 2025
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
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
Eric Diton has been named to the 200 Advisors To Watch (Over $1B) as of June 18, 2025. 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.
Robert Conzo has been named to the 250 RIAs To Watch as of June 18, 2025. 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.
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 2025
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
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
Eric Diton has been named to the 200 Advisors To Watch (Over $1B) as of June 18, 2025. 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.
Robert Conzo has been named to the 250 RIAs To Watch as of June 18, 2025. 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.