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Special Report

ThinkAdvisor LuminariesBrowse Coverage

Awards Finalists

The 2026 Luminaries program highlights the exemplary leadership, innovation and community impact of the top firms and individuals in financial services — summarized here by ThinkAdvisor’s editorial team.

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Chugh, Vikram Robertson Stephens

RIAs: Less Than $10 Billion AUM/AUA

Clark, Brendan Clark Capital Management Group

Asset Managers

Clark, Sean Clark Capital Management Group

Asset Managers

Colley, Reed Orion

AI Innovation & Impact

Conway, Zach Seeds

Investment Management

Coyne, Karen Clarity Planning

RIAs: Less Than $10 Billion AUM/AUA

Cuffari, Sheila J. United Planners Financial Services

Broker-Dealers - Fewer Than 1000 Advisors

Danner, Scott Steward Partners

RIAs: More Than $10 Billion AUM/AUA

Darby, Allen Alaris Acquisitions

Business Development

DeGaetano, Jim Diamond Wealth Advisors

Financial Planning/Tax Planning

Delongchamp, Danielle Concorde Investment Services

Broker-Dealers - Fewer Than 1000 Advisors

des Groseilliers, Jennifer The Mather Group

RIAs: More Than $10 Billion AUM/AUA

Dickson, Jim Elevation Point

RIAs: More Than $10 Billion AUM/AUA

Luminaries With Heart

DiMeo, Bob Fiducient Advisors, A Wealthspire Company

RIAs: More Than $10 Billion AUM/AUA

Dolberg, Michael J. Apollon Wealth Management

RIAs: More Than $10 Billion AUM/AUA

Dostal, Eric Wealthspire

RIAs: More Than $10 Billion AUM/AUA