Sanctuary Wealth is the advanced platform for the next generation of elite advisors, who have the entrepreneurial spirit to build and own their own practices and desire the freedom to deliver the tailored service their clients deserve. Sanctuary’s ecosystem of partnered…
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
Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and…
Finalists
Wealth Enhancement Group
Jeff Dekko
SignatureFD
Heather Robertson Fortner

Integrated Partners
Paul Saganey
Edelman Financial Engines
Larry Raffone
Beacon Pointe
Shannon Eusey
Aspiriant
Rob Francais
Established in 1985, Mercer Global Advisors, Inc. (Mercer Advisors), is a full-service, fiduciary wealth management firm that provides comprehensive investment management, financial planning, family office services, retirement benefits and distribution planning, estate and tax planning…
Finalists
SignatureFD
Crystal Cooper Mathis
Beacon Pointe
Allison Warner
Robertson Stephens aims to transform the wealth management experience by delivering institutional-quality investments, comprehensive financial planning and cutting-edge technology, all within a fiduciary relationship where clients are the highest priority…
Finalists
Edelman Financial Engines
Hamesh Chawla
Beacon Pointe
David Le

Thrivent Advisor Network is a best-of-both-worlds hybrid RIA business model that combines the independence of an RIA with the community, resources, and culture of a leading advisor network. As the destination for purpose-driven advisors, we’ve built a network …
Established in 1985, Mercer Global Advisors, Inc. (Mercer Advisors), is a full-service, fiduciary wealth management firm that provides comprehensive investment management, financial planning, family office services, retirement benefits and distribution planning, estate and tax planning…
Finalists
Thrivent Advisor Network
Luke Winskowski, Senior Vice President, Advice & Wealth Management

Adhesion Wealth
Barrett Ayers, President
Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and…
Finalists
Wealth Enhancement Group
Jeff Dekko, CEO
Beacon Pointe
Matthew Cooper, President
Established in 1985, Mercer Global Advisors, Inc. (Mercer Advisors), is a full-service, fiduciary wealth management firm that provides comprehensive investment management, financial planning, family office services, retirement benefits and distribution planning, estate and tax planning…
Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and…
Carson Group serves financial advisors and investors through its businesses including Carson Wealth, Carson Coaching, and Carson Partners. The family of companies offers coaching and partnership services to advisor firms – and straightforward financial advice to the investing public…
Finalists
VZD Capital Management, LLC
Ethel J. Davis, CEO, Executive Mentoring
Keel Point
Dr. Steven Skancke, Chief Economic Advisor
Journey Strategic Wealth, LLC & Thrivos Consulting LLC
Penny Phillips, Co-founder and President
Edelman Financial Engines
Ric Edelman, Founder
Bailard
Blaine Townsend, Director