Here Are the Winners of the 2nd Annual RIA Intel Awards
In addition to announcing the winners, RIA Intel honored nine wealth management rising stars.
We’re delighted to announce the winners of the 2nd annual RIA Intel Awards, a celebration of financial advisors, wealth management firms, and industry leaders.
The winners were honored tonight at a banquet at the Four Seasons Hotel in Boston. The awards, hosted in partnership with RIA Intel and the RIA Institute, were created as a way to recognize the top performers in this growing and innovative industry.
In addition to the awards, and in recognition of the future impact that the up-and-coming leaders of wealth management will make on the industry, RIA Intel and the RIA Institute also honored nine rising stars of wealth management.
A full list of the winners and the rising stars can be found below. Click here to view this year’s other finalists.
Advisor of the Year
- Thomas C. West, Senior Partner, Signature Estate & Investment Advisors
Asset Manager of the Year
- Fidelity Investments
CEO of the Year
- Shannon Eusey, CEO, Beacon Pointe Advisors
CIO of Year
- Phil Huber, CIO, Savant Wealth Management
Client Advocate of the Year
- Lawrence Sprung, Founder and Wealth Advisor, Mitlin Financial
Industry Advocate of the Year
- Sonya Dreizler, Co-Founder, Choir
Most Innovative Technology of the Year
Retirement Plan Advisor of the Year
- Jania Stout, Senior Vice President of Retirement and Wealth, OneDigital
RIA of the Year (Less Than $1 Billion AUM)
- Vance Wealth
RIA of the Year (More Than $1 Billion AUM)
- Cerity Partners
Rising Stars of the Year
- AJ Ayers, Co-Founder, Brooklyn Fi
- Emily Platt, Senior Associate, Investments, Wealthspire Advisors
- Gabriel Shahin, Founder and Principal, Falcon Wealth Planning
- James Pryor, COO and CCO, Doliver Advisors
- Karla Ortiz-Flores, Business Intelligence Manager, Market Street Trust Company
- Marc Horner, Founder and Wealth Advisor, Fairhaven Wealth Management
- Ritik Malhotra, CEO and Co-Founder, Savvy Wealth
- Shana Orczyk Sissel, Founder and CEO, Banrion Capital Management
- Toussaint Bailey, Founder and CEO, Uplifting Capital