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Wealth Management Industry Awards
September 4, 2025
Cipriani 42nd StNew York, NY
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Finalists of the 2025 Wealth Management Industry Awards

Over 1,000 nominations were submitted and the results are in! Did you and/or your company make the list of finalists? Find out below.

Download the list of finalists by categoryDownload the list of finalists by company type

Categories

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

A - C

D - M

P - T

Advisor Support Platforms

  • Advisory Services Network - Small Advisor Support
  • Affiliated Advisors - Synthesis: NextGen Affiliation Program
  • NewEdge Capital Group - Bridge Program
  • Sanctuary Wealth - Wealth Management Platform
  • XY Planning Network - Sapphire

Asset Managers

Broker/Dealers

Broker/Dealers (1,000 Advisors or More)

Broker/Dealers (Fewer Than 1000 Advisors)

Chief Technology Officer

  • LPL Financial - Greg Gates
  • RBC Clearing & Custody - Noel Stave

Compliance/Law Firms

  • COMPLY - COMPLY Program
  • Key Bridge Compliance - Compliance Support
  • Pension Resource Institute - RolloverAdvantage

Corporate Social Responsibility

  • Brighton Jones - B Corp Designation
  • Cambridge Investment Research - Next Step® Internship
  • FinServ Foundation - Young Advisor Development Program
  • FSC Wealth Advisors - HER Wealth Program
  • Net Positive Consortium - Net Positive Consortium
  • Osaic - LIFE Financial Literacy Pathways
  • Osaic - Osaic Foundation
  • Panoramix - Carbon Neutral Program
  • Raymond James - Ready for School Program
  • The Haverford Trust Company - Internship Program
  • Thornburg Investment Management - Power of Partnership

Custodians

Disruptors

Diversity, Equity and Inclusion

  • Cambridge Investment Research - Community of Women Program
  • Holistiplan - Initiatives in Academia
  • Northwestern Mutual - D&I Development Summit
  • Zenith Wealth Partners - Internship Program

Estate Planning

Family Offices

Individual RIA Firms

Industry Associations

  • ADISA - Alternative Investments Industry Education
  • Digital Assets Council of Financial Professionals - Blockchain and Digital Assets Certification
  • FinServ Foundation - Fellowship Program
  • The Alliance for Lifetime Income - Ali: AI-Powered Chatbot
  • The American College of Financial Services - Horizons 2025
  • The Chartered Alternative Investment Analyst Association - Alternative Investments Report

Industry Research Providers

  • Certified Financial Planner Board of Standards - Quarterly Consumer Research
  • Morningstar Investment Management (Morningstar Retirement) - U.S. Retirement Outcome Model
  • Research Affiliates - Interactive Asset Allocation Tool
  • The Oasis Group - Peaks Research and AI Wealthtech Map

Insurance

  • Halo Investing - Advisor Insurance Desk
  • Holistiplan - Personal Risk Reviews
  • Lincoln Financial - Estate Lock
  • New York Life Investments Advisor Advancement Institute - Succession Planning Research
  • Pacific Life - Registered Index-Linked Annuities
  • The Pinnacle Group - RIA Variable Annuity Solutions

M&A Deal Support

  • Alaris Acquisitions - AI-Driven M&A Matchmaking
  • DealRoom - DealRoom AI
  • ECHELON Partners - RIA M&A Deal Report
  • Elevation Point - Minority Stake RIA Growth Partnership
  • Gladstone Group - Gladstone Connect
  • OnBord - OnBord Platform
  • RIA Growth Catalyst - AI-Powered Insights Platform
  • Turkey Hill Management - M&A Advisory Service Without Success Fees

Marketing/PR Firms

Philanthropy

  • Brighton Jones - Richer Life Foundation
  • Daylight - Certified Impact Philanthropy Advisor Program
  • Fidelity Charitable - Philanthropic Education for Advisors
  • Foundation for Financial Planning - Aspiring CFP Professionals Survey
  • Foundation Source - Leveraging PhilTech
  • GiveTeam - Scalable Philanthropic Advice
  • Signature Estate & Investment Advisors - Signature Fund for Giving
  • TIFIN Give - Charitable Giving for the Next Generation

Podcasts

Professional Services Firms

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Chief Executive Officer of the Year 

  • Ellevate - Michelle Odom

  • Ficomm Partners - Megan Carpenter

  • Gregory FCA - Joe Anthony

  • Haven Tower - Joe Kuo

  • MarketCounsel Consulting | Hamburger Law Firm - Brian Hamburger

  • StreetCred PR - Jason Lahita

  • The Oasis Group - John O’Connell

  • Turkey Hill Management - Jessica Polito

Retirement Plan Support and Advisor Services

TAMPs

Technology Providers

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.