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Wealth Management Industry Awards
September 5, 2024
Ziegfeld BallroomNew York, NY
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Finalists of the 2024 Wealth Management Industry Awards

Over 1000 nominations were submitted and the results are in! Did you and/or your company make the list of finalists? Find out below.

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2024 Finalists

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Download a copy of the list of finalists

Categories

Click on any of the main categories below to view each of the finalists for each subcategory. 

Please note: 

  • Based upon judge review and discretion, some of the original finalist categories were combined or new ones were created to best accommodate the content and concentration of finalist submissions
  • Also, some of the originally offered categories did not have enough qualified submissions to substantiate a viable finalist category

A - C

D - M

P - T

Advisor Support Platforms

  • Advisory Services Network - Empowering RIAs Platform 

  • Affiliated Advisors - Let's Grow Program 

  • Cambridge Investment Group - BridgePort Financial Solutions 

  • Integrated Partners - Center Stage Educational Platform 

  • NewEdge Capital Group - Bridge Program 

  • RFG Advisory - Advisor Growth Program 

  • Sanctuary Wealth - Programs and Platforms 

Asset Managers

Broker/Dealers

Broker/Dealers (1,000 Advisors or More)

Broker/Dealers (Fewer Than 1000 Advisors)

Chief Technology Officer

  • Bernstein Private Wealth Management - Tuppy Russo 

  • Cresset - Paul Algreen 

  • Fiduciary Trust International - Rod Sayegh 

  • Merrill Wealth Management - Inez Louzonis 

  • Northwestern Mutual - Jeff Sippel 

  • Robertson Stephens Wealth Management - Vikram Chugh 

Compliance/Law Firms

  • Buckler - Cyber Program Management Platform 

  • Smartria - “Always Audit-Ready” Campaign 

Corporate Social Responsibility

  • Cambridge Investment Research - Ignite "Giving Back" Program 

  • Cambridge Investment Research - The Next Step® Internship 

  • FinServ Foundation - Next Gen Mentorship and Coaching 

  • LPL Financial Foundation - Championing the Next Generation 

  • North Star Resource Group - Financial Literacy Initiatives 

  • United Planners Financial Services - ReachUP Program 

Custodians

Disruptors

Diversity, Equity and Inclusion

  • Cetera Financial Group - Black Advisor Community Program 

  • Coldstream Wealth Management - Executive Leadership 

  • Daylight Advisors - Transforming Lives and Communities 

  • Fiduciary Trust International - DEI Council Launch 

  • Financial Alliance for Racial Equity - HBCU Student Conference 

  • Janney Montgomery Scott - DEI IMPACT Conference 

  • Nationwide Retirement Institute - Diverse Markets Program 

  • Prudential Advisors - Women Advisors Campaign 

  • The American College of Financial Services - Special Needs Planning Symposium 

  • Voya Financial - Workplace Financial Equity Perspectives 

Family Offices

Individual RIA Firms

Industry Associations

  • Financial Planning Association - Membership Magnet 

  • Investments & Wealth Institute - IWI Academy 

Industry Research Providers

  • 55ip, a subsidiary of J.P. Morgan Asset Management - Tax Harvest Indicator 

  • Brightwave - AI Financial Research Assistant 

  • Certified Financial Planner Board of Standards - Actionable Insights Research 

  • Daylight Advisors - Philanthropic Research 

  • Devoe & Company - Heart of the Deal 

  • Diamond Consultants - Advisor Transition Report 

  • Nasdaq Dorsey Wright - Nasdaq Dorsey Wright Podcast 

  • Research Affiliates - Asset Allocation Interactive Tool 

  • The American College of Financial Services - Retirement Income Literacy Study 

  • VettaFI - Expanded Research Offerings 

Insurance

  • Envestnet - Access to Annuities via the Insurance Exchange

  • iPipeline - Annuity Status Tracker 

  • Jackson - Registered Index-Linked Annuity (RILA) Digital EcosystemProgyny - Women's Health Benefits 

  • Voya Financial - Connected Workplace Experiences 

Marketing/PR Firms

Philanthropy

  • Daylight Advisors - Delivering Impact Strategies 

  • Foundation Source - Client Meeting Kit 

  • TIFIN Give - AI-Powered Digital Philanthropy Platform

Retirement Income

  • Osaic - NextPhase 

  • PIMCO - Retirement Income Model Portfolios 

  • TruStage - MyComfortZone 

Retirement Plan Support and Advisor Services

Succession/Ownership Transition Services - Non Custodian Broker Dealer

  • Advisor Legacy - Building Equity for Nextgen Advisors 

  • Bluespring Wealth Partners - Building for the Next Generation 

  • Diamond Consultants - Diamond Podcast Series 

  • The AmeriFlex Group® - Growth Opportunities 

TAMPs

Technology Providers

Trusts

  • Bank of America Private Bank - Accelerating the Client and Advisor Trust Acceptance Experience 

  • Fiduciary Trust of New England - New Hampshire Trust: Enhancing Accessibility 

  • Hallman & Associates, PC - Deferred Sales Trust 

  • SS&C Advent - Trust Suite 

  • The Private Trust Company, N.A. an affiliate of LPL Financial - Estate Settlement Service 

  • Wealth.com - Ester™