Announcing the 2024 RIA Intel Awards Finalists


Animation by RIA Intel

This year’s was the largest pool of candidates ever, with almost 300 nominations from the best and brightest of wealth management.

RIA Intel is delighted to announce the finalists for its third annual RIA Intel Awards.

We had close to 300 nominations across 12 categories, from massive RIAs to entrepreneurs just starting out. Our finalists were chosen from an extremely talented pool of candidates who represent companies and people that are changing the face of wealth management.

To represent the growth of the industry, this year we included additional categories such as Alternatives Asset Manager of the Year and created separate nominations for RIAs of the Year based on their amount of assets under management.

We are also pleased to announce this year’s class of Rising Stars. These are individuals that we think represent the future of wealth management. Many have started new innovative businesses, lead impressive initiatives at their companies, or have taken on personal philanthropic work that is changing lives and deserves to be recognized.

A full list of the finalists and the Rising Stars can be found below.

Award winners will be announced at the RIA Intel Awards dinner on June 5, 2024, at the Four Seasons Hotel in Boston. Please register here to attend.

Alternatives Asset Manager of the Year

  • Ares Management
  • Blue Owl Capital
  • Fortress Investment Group
  • Franklin Templeton
  • Hamilton Lane
  • KKR
  • StepStone Private Wealth

Asset Manager of the Year (Non-Alternatives)

  • Avantis Investors by American Century Investments
  • Charles Schwab Investment Management
  • Envestnet | PMC
  • Ethic
  • Fidelity Investments

CEO of the Year

  • Brent Brodeski, Savant Wealth Management
  • Jeff Dekko, Wealth Enhancement Group
  • Jonathan Foster, Angeles Wealth Management
  • Mike LaMena, Wealthspire Advisors
  • Larry Miles, Choreo
  • Peter Raimondi, Dakota Wealth Management
  • Heather Robertson Fortner, SignatureFD
  • Frank Smith, Private Advisor Group

CIO of the Year

  • Jack Ablin, Cresset Capital Management
  • Cameron Dawson, NewEdge Wealth
  • Gary Furukawa, Freestone Capital Management
  • Victoria Greene, G Squared Private Wealth
  • Brian Katz, The Colony Group
  • Stuart Katz, Robertson Stephens
  • Dylan Kremer, Certuity

Client Advocate of the Year

  • Matthew Eickman, Qualified Plan Advisors
  • Dimitry Farberov, Miracle Mile Advisors
  • Kenneth Hart, Pathstone
  • Michael Jensen, Falcon Wealth Planning
  • Christine Lucero, Satovsky Asset Management
  • Natalia Tchetchoulina, Cerity Partners

Industry Advocate of the Year

  • Rafay Farooqui, +SUBSCRIBE
  • John Furey, Advisor Growth Strategies
  • Marcus Magyar, CAPTRUST
  • Elizabeth Miller, Summit Place Financial Advisors
  • Penny Phillips, Journey Strategic Wealth
  • Matt Reiner, Capital Investment Advisors

Most Innovative Technology of the Year

  • Asset-Map
  • Datalign Advisory
  • Envestnet Retire Complete
  • Flourish Annuities
  • Practice Intel
  • Super App (Invent)
  • Testimonial iQ
  • UnbiasedPro
  • Wealth Management GPT

Retirement Plan Advisor of the Year

  • Andrew Cleary, SFP Wealth
  • Bob Driscoll, Miracle Mile Advisors
  • James Lyday, Pensionmark Financial
  • Constantine Mulligan, Cerity Partners
  • Daniel Peluse, Wintrust Retirement Benefits Advisors
  • Leah Sylvester, Shepherd Financial
  • Chuck Williams, Finspire

RIA of the Year (Under $1 Billion in AUM)

  • Align Impact
  • Alpen Partners International
  • Falcon Wealth Planning
  • Frisch Financial Group
  • Park Piedmont Advisors
  • Regent Peak Wealth Advisors
  • Satovsky Asset Management
  • S.E.E.D Planning Group
  • Verum Partners

RIA of the Year (Between $1 Billion and $10 Billion in AUM)

  • Angeles Wealth Management
  • F.L. Putnam Investment Management
  • Gerber Kawasaki Wealth and Investment Management
  • OneAscent Financial
  • Sowell Management
  • Wealthcare Capital Management
  • Wedmont Private Capital
  • Withum Wealth Management

RIA of the Year (Over $10 Billion in AUM)

  • Beacon Pointe Advisors
  • Cresset Capital Management
  • Integrated Partners
  • Pathstone
  • Prime Capital Investment Advisors
  • Private Advisor Group
  • Savant Wealth Management
  • Wealth Enhancement Advisory Services

Rising Stars

  • Mark Barrientos, Retirement Plan Consultant, Mariner Wealth Advisors
  • Erin Christy, Director, Wealth Management, Choreo
  • Crystal Cox, Senior Vice President, Wealthspire Advisors
  • Shane Fox, Founder and Managing Partner, Ausperity Private Wealth
  • Nate Hoskin, Founder, Hoskin Capital and Co-founder, N2 Content Marketing
  • Keith Huber, Financial Advisor, OneDigital
  • Kaitlyn Laney, Financial Advisor, Trek Wealth Solutions
  • Aaron Marks, Chief Strategy Officer, Amplius Wealth Advisors
  • Neal McGrath, Managing Director and Partner, Carson Wealth
  • Nick Meyer, Founder, N2 Content Marketing
  • Becky Rang, Wealth Advisor, Avitas Wealth Management
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