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55ip
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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
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Featured Stories
February 26, 2025
Vanilla Appoints Marketing Head and Chief of Staff
Joe Abbott and Hanna Grokenberger Byers are joining after a strong year of platform growth.
News
February 18, 2025
LPL Unveils Exit Planning Capabilities for Business Owners and CEOs
With 12 million small businesses set to be sold through 2035, such tools are in high demand.
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February 11, 2025
Slott, Levine: How to Avoid a Potential Inheritance Nightmare
Failure to update beneficiary designations can result in big surprises later, the two retirement experts warn.
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