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September 10, 2020
Ziegfeld Ballroom,
New York

Honoring outstanding achievements by companies and individuals that support financial advisor success

Enhance your reputation, increase your brand recognition and set your organization apart from the competition by entering the 2020 Industry Awards.

There’s no cost to nominate your firm.

COVID-19 update

We look forward to welcoming our attendees and sponsors at the 2020 Industry Awards this September. The Industry Awards is a by invitation-only event attended by 400+ members of the  wealth management community.

Our number one priority is the safety of our attendees and colleagues, and there are always measures in place at the awards event to safeguard your health and safety. This year, there are extra measures in place in light of developments with COVID-19,

Register to attend with total confidence - click here to be fully assured on how your event registration rights are protected.


Who Takes Part in the WealthManagement Awards?

Asset managers, broker/dealers, custodians, technology providers, insurance firms, industry associations, family offices, TAMPs, hedge funds, research providers, trust companies and others allied to the financial services industry.

Why The 2020 Industry Awards?

Now in its 6th year, the Industry Awards is the only program of its kind to honor outstanding achievements by companies and organizations that support financial advisor success. In 2019, 72 awards were presented to 61 companies from a pool of 166 finalists.

This year, the program has been expanded to include new initiatives from private equity providers, and new fintech categories—including cash optimization, fractional share trading and portfolio analytics.

See All the Awards Categories
Achieve Industry Wide Recognition

Enhance your reputation, increase your brand recognition and set your organization apart from the competition. As an Industry Awards Finalist you can:

• Earn extraordinary exposure and publicity with the audience

• Elevate the status of your company brand and products in all your marketing campaigns

• Attend our black-tie awards and networking events on September 10th

• Send a key member of your executives team to our day-of-event Technology Roundtable

Nominate Your Firm
Webinar: Increase Your Odds Of Winning

Sign up for our helpful hints webinar and get tips for submitting your nomination, including pointers for filling out your form, a quick review of the categories, suggestions on how to select the best match for your initiative, and an insider’s view on what the judges are looking for in 2020.

Webinar: Top Tips for Submitting A Winning Nomination
Date: Thursday, March 5, 2020
Time: 1:00 pm EST
Duration: 30 minutes (including Q&A)
Moderators: David Armstrong, Editor-in-Chief of, and Tim Welsh, President of Nexus Strategy

Register to Attend
Technology Roundtable and Networking Event

Our afternoon Technology Roundtable and Networking Event for c-level executives at Finalist companies will explore the changing dynamics of the advisory ecosystem with panel discussions and breakout sessions covering important issues around advisor technology.

Don’t miss this unique opportunity to participate in the conversation, network with industry leaders and meet our editors.

Learn more
Meet The Industry Awards Judges

A panel of fifteen judges made up of top names in the industry will determine the 2020 Industry Awards Finalists.

Winners will then be selected based on quantitative measures of their initiatives—such as scope, scale, adoption and feature set—along with qualitative measures such as innovation, creativity and new methods of delivery.

See who's judging
Superior Exposure By Sponsoring

As a sponsor, gain unparalleled access to industry leaders, innovators and leading financial advisors:

• More than 400 executives at our evening black-tie awards event

• More than 75 c-level and executives at our day-of-event afternoon Technology Roundtable and Networking Event

• More than180,000 financial advisors exposed to your ad in our Best of the Best issue profiling Finalists and Winners

Learn about sponsorship opportunities


The only awards program recognizing firms that are bringing new innovations to market that make a real difference to the daily activities of financial advisors.  

• Nearly 500 executives from 2020 Industry Awards Finalists companies

• Daytime Technology Roundtable and Networking Event

• Evening Networking cocktail reception

• Meet the editors

• Awards presentations

• Photos with your team

• Post-event marketing


CTOs, CIOs, CEOs and other senior executives attending our daytime Technology Roundtable
Top executives, innovators, and thought leaders attending our black-tie awards gala
Financial advisors reading our Best Of The Best roundup of 2020 Finalists initiatives

Diamond Sponsor

Photo Booth Sponsor

Evening Cocktail Reception Sponsor

Program and Wi-Fi Sponsor