Venue
Live Awards Event

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Organizer Wealth Management
Submission deadline 15 May 2020 5:00pm EDT (over 1 year ago)
Date Awarded 10 Sep 2020 5:00pm EDT (over 1 year ago)
Region Americas
Details

Our exciting digital and virtual lineup for finalists and winners expands opportunities for participation by members of your executive, sales and product teams—and, for the first time, involvement from WealthManagement.com’s engaged audience of 435,000 financial advisors.

HIGHLIGHTS FOR 2020
Watch the Webinar on Demand: "Top Tips for Submitting a Winning Nomination," where you'll get expert advice to create a winning submission from presenters David Armstrong, Editor-in-Chief of WealthManagement.com, and Tim Welsh, President of Nexus Strategy.

Explore more than 100 nomination categories, including 4 new subcategories for company initiative and individual leadership recognition

Download expanded guidelines to ensure your nomination experience is both expedient and efficient.

Past winners

2019 Winners

401(k) RETIREMENT PLAN SUPPORT:

Service
FIS Global

Technology
Vestwell

ASSET MANAGERS:

Alternatives
J.P. Morgan Asset Management

Chief Marketing Officer of the Year
361 Capital

Client Experience Initiative
ClearBridge Investments

Corporate Social Responsibility/Diversity
Guggenheim Investments

ETF Strategists
First Ascent Asset Management

ETFs
Innovator Capital Management

Fixed Income
Gurtin Municipal Bond Management

New Product Development
Cushing Asset Management

Real Estate (including REITs)
Fundrise

Separate Accounts
Just Invest

Socially Responsible Investing (SRI)/Impact Investing
CLS Investments, LLC

Thought Leadership Advisor Education
• State Street Global Advisors
• T. Rowe Price

Thought Leadership Product Enhancement
John Hancock Investments

BROKER–DEALERS (1,000 Advisors or More):

Practice Management
Raymond James

Technology
LPL Financial

Thought Leadership
Ladenburg Thalmann Financial Services, Inc.

Transition Support
Advisor Group

BROKER–DEALERS (Fewer Than 1,000 Advisors)

Practice Management
Janney Montgomery Scott

Technology
Prospera Financial Services

BROKER–DEALERS:

Chief Marketing Officer of the Year
Advisor Group

Corporate Social Responsibility/Diversity
LPL Financial

Service
Edward Jones

Social Media Leadership
Janney Montgomery Scott LLC

COMPLIANCE/LAW FIRMS:
MarketCounsel

CUSTODIANS (Established – $25B and Over):

Chief Technology Officer of the Year
TD Ameritrade Institutional

Social Media Leadership
Fidelity Investments

CUSTODIANS:

Corporate Social Responsibility/Diversity
Pershing LLC

Practice Management
Schwab Advisor Services

Technology
Fidelity Investments

Thought Leadership
TD Ameritrade Institutional

DISRUPTORS:

Industry
Orion Advisor Services, LLC

Technology
INVENT.us

FAMILY OFFICES

Client Initiative
JTC Private Office

Thought Leadership
Mercer Advisors

INDIVIDUAL RIA FIRM LEADERS

CEO of the Year
Mercer Advisors

Innovator of the Year
United Capital Financial Advisers, LLC

Thought Leader of the Year
AdvicePeriod

INDUSTRY RESEARCH PROVIDERS
Chaikin Analytics

INSURANCE:

Service
C2P Advisory Group

Technology
Nationwide Advisory Solutions

NON-CUSTODIAL RIA SUPPORT PLATFORMS:
Dynasty Financial Partners

SUCCESSION/OWNERSHIP TRANSITION SERVICES – NON-CUSTODIAN/BROKER DEALER:
Succession Resource Group, Inc.

TAMPs:

Model Marketplaces
Envestnet | PMC

TAMPs:
AssetMark

TECHNOLOGY PROVIDERS:

Account Aggregation
eMoney Advisor, LLC

Alternative Investment Platforms
iCapital Network

Blockchain/Cryptocurrency
Konstellation

Chief Marketing Officer of the Year
Orion Advisor Services

Chief Technology Officer of the Year
MoneyGuide

Client Onboarding/New Account Opening
Finantix

Client Portals
Black Diamond Wealth Platform

Compliance
StratiFi Technologies Inc.

CRM
Redtail Technology

Cybersecurity
Entreda

Digital Advisors (Robo)
Betterment for Advisors

Document Management
Laserfiche

Financial Planning
eMoney Advisor, LLC

Innovation New Applications
280 CapMarkets

Innovation Platforms
BNY Mellon’s Pershing

Model Marketplaces
Adhesion Wealth

Portfolio Management, Accounting and Performance Reporting
Black Diamond Wealth Platform

Rebalancing
Orion Advisor Services

Risk Tolerance/Client Profiling
Riskalyze

Social Media Leadership
Snappy Kraken

Specialized Planning Applications
eMoney Advisor, LLC

Thought Leadership
Whealthcare Planning

Unified (all-in-one) Systems
Morningstar, Inc.

Wealth Reporting / Personal Finance Managers
Wealth Access, Inc.

TRUSTS:
Key Private Bank