January 28, 2025
Press Releases
Explore our latest press releases highlighting firm news, market prospectus and important milestones.
Press releases are for informational purposes only and do not constitute investment advice or a recommendation regarding any security or strategy. The Wealth Alliance does not guarantee the accuracy or completeness of information contained in external links.
The Wealth Alliance Named to the Forbes Top 250 RIA List for 2025
The Wealth Alliance was recognized as one of the Top RIA Firms in the country for 2025 by Forbes/SHOOK Research as of October 1, 2025.
Ranking Provider: Forbes and SHOOK Research Compensation: Neither Forbes nor SHOOK received compensation for placement. WA paid a licensing fee for logo use. Note: Rankings are not indicative of future performance.
Additional information regarding the ranking methodology, eligibility criteria, and applicable universe of advisers is available upon request or at the ranking provider’s website.
Two Wealth Alliance Advisors Named to Forbes 2026 Best-In-State Wealth Advisors List
Robert Conzo and Eric Diton were named to the Forbes/Shook 2026 Best-In-State Wealth Advisor List (for New York – NY State, High Net Worth and Florida – South, High Net Worth, respectively) as of April 7, 2026.
Ranking Provider: Forbes and SHOOK Research Compensation: Neither Forbes nor SHOOK received compensation for placement. WA paid a licensing fee for logo use. Note: Rankings are not indicative of future performance.
Additional information regarding the ranking methodology, eligibility criteria, and applicable universe of advisers is available upon request or at the ranking provider’s website.
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© 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.
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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.
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