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2024 Firm Winners
55ip
Investment Management: Investment data/analytics
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AdvicePay
Financial Planning: Financial planning
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Advisor Legacy
Consultants
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Advisor360°
Operations: Compliance
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2024 Individual Winners
Aguilar, Omar
Schwab Asset Management
Asset Managers
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Barton, David
Mercer Advisors
RIAs: More Than $10 Billion AUM/AUA
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Craffen, Stephen
Wealth Enhancement Group
RIAs: More Than $10 Billion AUM/AUA
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Crosby, Daniel
Orion
Operations
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Featured Stories
June 25, 2025
Orion Taps Ex-Zendesk Exec as CTO
Valli Nachiappan takes on the role after a career in client experience technology development.
News
June 24, 2025
Josh Brown: 10 Tips to Grow Your Influence Online
Here’s how advisors can stand out from the crowd, while helping their firm grow its business.
Slideshow
June 23, 2025
Nitrogen-Advyzon Partner to Boost Advisor Efficiency
The tech firms are collaborating to deliver an integration of risk analytics and portfolio management.
News
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