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September 9, 2021
Ziegfeld BallroomNew York2020 Winners and Finalists
expand_less401(k) — RETIREMENT PLAN SUPPORT SERVICES
WINNER: Cetera Retirement Plan Specialists: 401K Fee for Service Advice Program
Morningstar Investment Management LLC: Advisor Managed Accounts
Ubiquity Retirement + Savings: Censibly Yours
expand_more401(k) — RETIREMENT PLAN SUPPORT Technology
expand_moreASSET MANAGERS - Alternatives
expand_moreASSET MANAGERS > Chief Marketing Officer of the Year
expand_moreASSET MANAGERS - Client Experience Initiative
expand_moreASSET MANAGERS > Corporate Social Responsibility/Diversity
expand_moreASSET MANAGERS - ETF Strategists
expand_moreASSET MANAGERS - ETFs
expand_moreASSET MANAGERS - New Product Development
expand_moreASSET MANAGERS - Separate Accounts
expand_moreASSET MANAGERS - Social Media Leadership
expand_moreASSET MANAGERS - Socially Responsible Investing (SRI)/Impact Investing
expand_moreASSET MANAGERS - Thought Leadership Advisor Education
expand_moreASSET MANAGERS - Thought Leadership Product Enhancement
expand_moreBROKER–DEALERS (1,000 Advisors or More) - Chief Technology Officer of the Year
expand_moreBROKER–DEALERS (1,000 Advisors or More) - Corporate Social Responsibility/Diversity
expand_moreBROKER–DEALERS (1,000 Advisors or More) - Practice Management
expand_moreBROKER–DEALERS (1,000 Advisors or More) - Service
expand_moreBROKER–DEALERS (1,000 Advisors or More) - Technology
expand_moreBROKER–DEALERS (BD) > Social Media Leadership
expand_moreBROKER–DEALERS (Fewer Than 1,000 Advisors) - Corporate Social Responsibility/Diversity
expand_moreBROKER–DEALERS (Fewer Than 1,000 Advisors) - Practice Management
expand_moreBROKER–DEALERS (Fewer Than 1,000 Advisors) - Service
expand_moreBROKER–DEALERS (Fewer Than 1,000 Advisors) - Technology
expand_moreBROKER–DEALERS (Fewer Than 1,000 Advisors) - Thought Leadership
expand_moreCOMPLIANCE/LAW FIRMS
expand_moreCUSTODIANS - Combined > Corporate Social Responsibility/Diversity
expand_moreCUSTODIANS (Established - $25B and Over) - Alternative Asset
expand_moreCUSTODIANS (Established - $25B and Over) - Practice Management
expand_moreCUSTODIANS (Established - $25B and Over) - Technology
expand_moreCUSTODIANS (Established - $25B and Over) - Thought Leadership
expand_moreDISRUPTORS - Industry
expand_moreDISRUPTORS - Technology
expand_moreFAMILY OFFICES - Client Initiative
expand_moreFAMILY OFFICES - Thought Leadership
expand_moreINDIVIDUAL RIA FIRM LEADERS - CEO of the Year
expand_moreINDIVIDUAL RIA FIRM LEADERS - Innovator of the Year
expand_moreINDIVIDUAL RIA FIRM LEADERS - M&A Leader of the Year
expand_moreINDIVIDUAL RIA FIRM LEADERS - Thought Leader of the Year
expand_moreINDUSTRY RESEARCH PROVIDERS
expand_moreINSURANCE - Service
expand_moreINSURANCE - Technology
expand_moreINVESTMENT BANKS/LENDERS/SUCCESSION PLANNING CONSULTANTS
expand_moreNON-CUSTODIAL RIA SUPPORT PLATFORMS
expand_moreSUCCESSION/OWNERSHIP TRANSITION SERVICES – NON-CUSTODIAN/BROKER DEALER
expand_moreTAMPs - Model Marketplaces
expand_moreTAMPs
expand_moreTECHNOLOGY PROVIDERS - Account Aggregation
expand_moreTECHNOLOGY PROVIDERS - Alternative Investment Platforms
expand_moreTECHNOLOGY PROVIDERS - Cash Optimization
expand_moreTECHNOLOGY PROVIDERS - Chief Marketing Officer of the Year
expand_moreTECHNOLOGY PROVIDERS - Chief Technology Officer of the Year
expand_moreTECHNOLOGY PROVIDERS - Client Onboarding/New Account Opening
expand_moreTECHNOLOGY PROVIDERS - Client Portals
expand_moreTECHNOLOGY PROVIDERS - Compliance
expand_moreTECHNOLOGY PROVIDERS - CRM
expand_moreTECHNOLOGY PROVIDERS - Cyber Security
expand_moreTECHNOLOGY PROVIDERS - Digital Advisors (Robo)
expand_moreTECHNOLOGY PROVIDERS - Document Management
expand_moreTECHNOLOGY PROVIDERS - Financial Planning
expand_moreTECHNOLOGY PROVIDERS - Innovation New Applications
expand_moreTECHNOLOGY PROVIDERS - Innovation Platforms
expand_moreTECHNOLOGY PROVIDERS - Model Marketplaces
expand_moreTECHNOLOGY PROVIDERS - Portfolio Analytics
expand_moreTECHNOLOGY PROVIDERS - Portfolio Management, Accounting and Performance Reporting
expand_moreTECHNOLOGY PROVIDERS - Rebalancing
expand_moreTECHNOLOGY PROVIDERS - Risk Tolerance/Client Profiling
expand_moreTECHNOLOGY PROVIDERS - Social Media Leadership
expand_moreTECHNOLOGY PROVIDERS - Specialized Planning Applications
expand_moreTECHNOLOGY PROVIDERS - Thought Leadership
expand_moreTECHNOLOGY PROVIDERS - Unified (all-in-one) Systems
expand_moreTECHNOLOGY PROVIDERS - Wealth Reporting / Personal Finance Managers
expand_moreTRUSTS
2019 Winners
expand_less401(k) RETIREMENT PLAN SUPPORT: Service
Fidelity Investments: Plan Sponsor Attitudes Study
FIS Global: Retirement Plan Communications Suite
Morningstar Investment Management, LLC: Advisor Managed Accounts Program
expand_more401(k) RETIREMENT PLAN SUPPORT: Technology
expand_moreASSET MANAGERS: Alternatives
expand_moreASSET MANAGERS: Chief Marketing Officer of the Year
expand_moreASSET MANAGERS: Client Experience Initiative
expand_moreASSET MANAGERS: Corporate Social Responsibility/Diversity
expand_moreASSET MANAGERS: ETF Strategists
expand_moreASSET MANAGERS: ETFs
expand_moreASSET MANAGERS: Fixed Income
expand_moreASSET MANAGERS: New Product Development
expand_moreASSET MANAGERS: Real Estate (including REITs)
expand_moreASSET MANAGERS: Separate Accounts
expand_moreASSET MANAGERS: Socially Responsible Investing (SRI)/Impact Investing
expand_moreASSET MANAGERS: Thought Leadership Advisor Education
expand_moreASSET MANAGERS: Thought Leadership Product Enhancement
expand_moreBROKER–DEALERS (1,000 Advisors or More): Practice Management
expand_moreBROKER–DEALERS (1,000 Advisors or More): Technology
expand_moreBROKER–DEALERS (1,000 Advisors or More): Thought Leadership
expand_moreBROKER–DEALERS (1,000 Advisors or More): Transition Support
expand_moreBROKER–DEALERS (Fewer Than 1,000 Advisors): Practice Management
expand_moreBROKER–DEALERS (Fewer Than 1,000 Advisors): Technology
expand_moreBROKER–DEALERS: Chief Marketing Officer of the Year
expand_moreBROKER–DEALERS: Corporate Social Responsibility/Diversity
expand_moreBROKER–DEALERS: Service
expand_moreBROKER–DEALERS: Social Media Leadership
expand_moreCOMPLIANCE/LAW FIRMS
expand_moreCUSTODIANS (Established – $25B and Over): Chief Technology Officer of the Year
expand_moreCUSTODIANS (Established – $25B and Over): Social Media Leadership
expand_moreCUSTODIANS: Corporate Social Responsibility/Diversity
expand_moreCUSTODIANS: Practice Management
expand_moreCUSTODIANS: Technology
expand_moreCUSTODIANS: Thought Leadership
expand_moreDISRUPTORS: Industry
expand_moreDISRUPTORS: Technology
expand_moreFAMILY OFFICES: Client Initiative
expand_moreFAMILY OFFICES: Thought Leadership
expand_moreINDIVIDUAL RIA FIRM LEADERS: CEO of the Year
expand_moreINDIVIDUAL RIA FIRM LEADERS: Innovator of the Year
expand_moreINDIVIDUAL RIA FIRM LEADERS: Thought Leader of the Year
expand_moreINDUSTRY RESEARCH PROVIDERS
expand_moreINSURANCE: Service
expand_moreINSURANCE: Technology
expand_moreNON-CUSTODIAL RIA SUPPORT PLATFORMS
expand_moreSUCCESSION/OWNERSHIP TRANSITION SERVICES – NON-CUSTODIAN/BROKER DEALER
expand_moreTAMPs: Model Marketplaces
expand_moreTAMPs
expand_moreTECHNOLOGY PROVIDERS: Account Aggregation
expand_moreTECHNOLOGY PROVIDERS: Alternative Investment Platforms
expand_moreTECHNOLOGY PROVIDERS: Blockchain/Cryptocurrency
expand_moreTECHNOLOGY PROVIDERS: Chief Marketing Officer of the Year
expand_moreTECHNOLOGY PROVIDERS: Chief Technology Officer of the Year
expand_moreTECHNOLOGY PROVIDERS: Client Onboarding/New Account Opening
expand_moreTECHNOLOGY PROVIDERS: Client Portals
expand_moreTECHNOLOGY PROVIDERS: Compliance
expand_moreTECHNOLOGY PROVIDERS: CRM
expand_moreTECHNOLOGY PROVIDERS: Cybersecurity
expand_moreTECHNOLOGY PROVIDERS: Digital Advisors (Robo)
expand_moreTECHNOLOGY PROVIDERS: Document Management
expand_moreTECHNOLOGY PROVIDERS: Financial Planning
expand_moreTECHNOLOGY PROVIDERS: Innovation New Applications
expand_moreTECHNOLOGY PROVIDERS: Innovation Platforms
expand_moreTECHNOLOGY PROVIDERS: Model Marketplaces
expand_moreTECHNOLOGY PROVIDERS: Portfolio Management, Accounting and Performance Reporting
expand_moreTECHNOLOGY PROVIDERS: Rebalancing
expand_moreTECHNOLOGY PROVIDERS: Risk Tolerance/Client Profiling
expand_moreTECHNOLOGY PROVIDERS: Social Media Leadership
expand_moreTECHNOLOGY PROVIDERS: Specialized Planning Applications
expand_moreTECHNOLOGY PROVIDERS: Thought Leadership
expand_moreTECHNOLOGY PROVIDERS: Unified (all-in-one) Systems
expand_moreTECHNOLOGY PROVIDERS: Wealth Reporting / Personal Finance Managers
expand_moreTrusts