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
- +SUBSCRIBE
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
