This site is part of the Informa Connect Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

Wealth Management Industry Awards
September 4, 2025
Cipriani 42nd StNew York, NY
Menu

Winners and 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 winners? Find out below.

get_app

2024 Winners and Finalists

Download

Interested in the winners and honorees from 2023 and/or 2022? Check them out here.

Categories

Click on any of the main categories below to view each of the winners and 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 - WINNER

  • 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 - WINNER

  • 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 - WINNER

Corporate Social Responsibility

  • Cambridge Investment Research - Ignite "Giving Back" Program - WINNER

  • 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 - WINNER

  • 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

expand_less

Client Initiative

  • Callan Family Office - Family Governance and Education Program

  • CV Advisors - CV Client App

  • Fortitude Family Office - Private Lending Partnership - WINNER

  • Key Family Wealth - Family Governance Services

Individual RIA Firms

Industry Associations

  • Financial Planning Association - Membership Magnet

  • Investments & Wealth Institute - IWI Academy - WINNER

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 - WINNER

  • VettaFI - Expanded Research Offerings

Insurance

  • Envestnet - Access to Annuities via the Insurance Exchange - WINNER

  • iPipeline - Annuity Status Tracker

  • Jackson - Registered Index-Linked Annuity (RILA) Digital Ecosystem

  • Progyny - Women's Health Benefits

  • Voya Financial - Connected Workplace Experiences

Marketing/PR Firms

Philanthropy

  • Daylight Advisors - Delivering Impact Strategies

  • Foundation Source - Client Meeting Kit - WINNER

  • TIFIN Give - AI-Powered Digital Philanthropy Platform

Retirement Income

  • Osaic - NextPhase

  • PIMCO - Retirement Income Model Portfolios - WINNER

  • 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 - WINNER

  • 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™ - WINNER

Methodology

The Wealthmanagement.com Industry Awards are independently granted in recognition of business initiatives that enhance financial advisor success and help advisors create better outcomes for their clients.

The program begins with an open nomination process for all categories which extends from February to May. Firms submit business initiatives either introduced or enhanced during the previous 18 months. Submissions are reviewed in June by a panel of independent judges with required industry expertise, looking at the submission’s innovation, scope and impact. From the pool of submissions, judges select finalists for each category. Each judge on the committee then ranks those finalists, with the weighted aggregate ranking determining the winner. Winners are announced in September.

No financial compensation is paid for consideration in the award process. Judges’ decisions are made independent of any firm’s business relationships with Informa Plc. Judges recuse themselves from the process from selecting finalists or winners for any category where the conflict exists.