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Individual Ria Firm Leaders

  • Chief Executive Officer Of The Year
  • Chief Marketing Officer Of The Year
  • Chief Technology Officer Of The Year
  • Innovator Of The Year
  • M&A Leader Of The Year
  • Thought Leader Of The Year

Beacon Pointe Advisors is a multi-billion-dollar registered investment adviser headquartered in Newport Beach, California, with offices and clients located nationally. Clients have long relied on Beacon Pointe’s professional advisors to help determine investment goals, establish asset allocation gui

Finalists

Wealth Enhancement Group
Jeff Dekko
SignatureFD
Heather Robertson
Sanctuary Wealth
Jim Dickson
Integrated Partners
Paul Saganey
Hightower Advisors
Bob Oros
Edelman Financial Engines
Larry Raffone
Aspiriant
Rob Francais

Beacon Pointe Advisors is a multi-billion-dollar registered investment adviser headquartered in Newport Beach, California, with offices and clients located nationally. Clients have long relied on Beacon Pointe’s professional advisors to help determine investment goals, establish asset allocation gui

Finalists

SignatureFD
Crystal Cooper Mathis
Mercer Advisors
Karen Lee

Beacon Pointe Advisors is a multi-billion-dollar registered investment adviser headquartered in Newport Beach, California, with offices and clients located nationally. Clients have long relied on Beacon Pointe’s professional advisors to help determine investment goals, establish asset allocation gui

Finalists

Robertson Stephens
Vikram Chugh
Edelman Financial Engines
Hamesh Chawla

Finalists

Thrivent Advisor Network
Luke Winskowski, Head of Thrivent Advisor Network
Mercer Global Advisors
Donald Calcagni, Chief Investment Officer
Adhesion Wealth
Barrett Ayers, President

Beacon Pointe Advisors is a multi-billion-dollar registered investment adviser headquartered in Newport Beach, California, with offices and clients located nationally. Clients have long relied on Beacon Pointe’s professional advisors to help determine investment goals, establish asset allocation gui

Finalists

Wealth Enhancement Group
Jeff Dekko, CEO
Hightower Advisors
Scott Holsopple, Chief Growth Officer

Finalists

VZD Capital Management, LLC
Ethel J. Davis, CEO, Executive Mentoring
Mercer Advisors
Jeremiah Barlow, Head of Family Wealth Services
Keel Point
Dr. Steven Skancke, Chief Economic Advisor
Journey Strategic Wealth, LLC & Thrivos Consulting LLC
Penny Phillips, Co-founder and President
Hightower Advisors
Stephanie Link, Chief Investment Strategist
Edelman Financial Engines
Ric Edelman, Founder
Carson Group
Jamie Hopkins, Managing Director, Carson Coaching
Bailard
Blaine Townsend, Director

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