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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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Kittner, Eric Moneta

RIAs: More Than $10 Billion AUM/AUA

Knull, Kevin TaxStatus

Financial Planning

Kotecha, Kan CAIS

Investment Management

Laible, Carole Domini Impact Investments LLC

Asset Managers

LaMena, Mike Wealthspire

RIAs: More Than $10 Billion AUM/AUA

Lamont, Scott F2 Strategy

Operations

Lane, Max Flourish

Financial Planning

Lavassani, Ehsan Mercer Advisors

AI Innovation & Impact

Lee, Jimmy The Wealth Consulting Group

RIAs: More Than $10 Billion AUM/AUA

Lehr, Erik Empirical Wealth Management

RIAs: Less Than $10 Billion AUM/AUA

Lellis, Martine Mercer Advisors

RIAs: More Than $10 Billion AUM/AUA

Lenz, Nate Concurrent Investment Advisors

RIAs: More Than $10 Billion AUM/AUA

Lenz, Nate Concurrent Investment Advisors

RIAs: More Than $10 Billion AUM/AUA

Levinson, Tom Apella Wealth

RIAs: More Than $10 Billion AUM/AUA

Lipner, Eva Tortoise Capital

Asset Managers

Lohrfink, Danny Wealth.com

AI Innovation & Impact