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These Are the Finalists for the Inaugural RIA Intel Awards

They are among wealth management’s most exciting, creative and influential companies in 2022.

RIA Intel is pleased to announce the finalists for the inaugural RIA Intel Awards. The group is representative of a growing and innovative industry that is overflowing with talent and great minds. 

The volume and quality of the nominations submitted far exceeded anything we anticipated — a testament to the industry’s interest in recognizing truly distinguished difference-makers. 

Among the finalists are well-known — and lesser-known but equally deserving — advisors and executives. There are RIAs big and small, like Creative Planning and Schmidt Financial Group, and some on the leading edge in the industry, like Revere and FP Alpha.

RIA Intel is also proud to honor its first cohort of rising stars in the industry, which includes Kristopher Martin, vice president and wealth advisor at Element Pointe Advisors, and Vanessa Wieliczko, partner and CIO at HoyleCohen and a director at the CFA Society San Diego.

Choosing and Industry Advocate of the Year will be an unenviable challenge. Noel Maye, CEO at Financial Planning Standards Board; Dasarte Yarnway and Emlen Miles-Mattingly, the co-founders of Onyx Advisor Network; and all the other finalists are champions of the industry who deserve thanks.

A full list of the finalists is below. 

The winners will be revealed at a gala dinner and ceremony at the Metropolitan Club of New York, September 14, 2022.

RIAs interested in attending can register here, or please contact RIA Institute's Assistant Director and Director of Investor Relations, Bhuvna Doshi (

Organizations interested in sponsoring the RIA Intel Awards can inquire here, or please contact Isaiah Sanders (

Advisor of the Year

Julie Parisio Roy, director of financial planning and wealth manager, Badgley+Phelps Wealth Managers

Jacky Petit-Homme, founding partner and wealth advisor, Liberty One Wealth

Teresa J.W. Bailey, director of development and senior wealth strategist, Waddell & Associates

Alexandra J. Miele, managing director and partner, The Andriole Group

Lauren Oschman, partner and CEO, Vestia Personal Wealth Advisors

Jon Chambers, managing director, SageView Advisory Group

Matt Reiner, CEO and co-founder Benjamin and portfolio manager, Wela Strategies

RIA of the Year Less Than $1 Billion AUM

Kandor Global

Schmidt Financial Group

Manhattan West

Vestia Personal Wealth Advisors

Satovsky Asset Management

Ullmann Wealth Partners

Falcon Wealth Planning

RIA of the Year More Than $1 Billion AUM

Wipfli Financial Advisors

Savant Wealth Management

Edelman Financial Engines

Keebeck Wealth Management

Beacon Pointe Advisors

Merit Financial

Steward Partners Global Advisory

Verdence Capital Advisors


MAI Capital Management

Creative Planning

Retirement Plan Advisor of the Year





Ayco Personal Financial Management

Pension Consultants Inc.

ProCourse Fiduciary Advisors

Strategic Retirement Partners

RIA Acquirer of the Year

Cerity Partners

CI Financial


Wealth Enhancement Group

Beacon Pointe Advisors

The Colony Group

Focus Financial Partners


Rosemont Investment Group

Most Innovative Technology of the Year


RightSize Solutions

Seeds Investor



FP Alpha

Venn by Two Sigma



Most Innovative Firm of the Year

Facet Wealth

The Mather Group

Mission Wealth


Cresset Asset Management

New RIA of the Year

Callan Family Office

Alexander Legacy Private Wealth

Measure Twice Financial

Out of the Office Planning

CEO of the Year

Ron Carson, founder and CEO, Carson Group

Brent Brodeski, founder and CEO, Savant Wealth Management

Fielding Miller, co-founder and CEO, Captrust

Shannon Eusey, CEO, Beacon Pointe Advisors

Jeff Pierce, principal and CEO, Wipfli Financial Advisors

Rick Kent, founder and CEO, Merit Financial Advisors

Lori Van Dusen, founder and CEO, LVW Advisors

Peter Raimondi, founder and CEO, Dakota Wealth Management

CIO of the Year

Stephanie Link, portfolio manager and chief investment strategist, Hightower

Ben Pace, partner and CIO, Cerity Partners

Phil Huber, CIO, Savant Wealth Management

Donald Calcagni, CIO, Mercer Advisors 

Jack Ablin, CIO, Cresset 

Stephanie Lang, principal and CIO, Homrich Berg

Shannon Saccocia, CIO, SVB Private

Rising Stars of the Year 

Kristopher Martin, vice president and wealth advisor, Element Pointe Advisors

Josh Crawford, vice president of coaching, Matson Money 

Marina Shtyrkov, associate director of wealth management, Cerulli Associates

Liv Gagnon, co-founder, Choir

Dan Wanous, business development officer, Thrivent Advisor Network

Arvette Reid, client services director, SEIA

Arynton Hardy, wealth advisor and CEO, Hardy Capital Investments

Vanessa Wieliczko, partner and CIO, HoyleCohen

Sara Wendt, investment advisor, Miracle Mile Advisors 

Adam Phillips, partner and managing director of portfolio strategy, EP Wealth Advisors

Industry Advocate of the Year

Noel Maye, CEO, Financial Planning Standards Board

Andres Garcia-Amaya, founder and CEO, Zoe Financial

Carina Diamond, chief experience officer, Dakota Wealth Management

Dasarte Yarnway and Emlen Miles-Mattingly, co-founders, Onyx Advisor Network

Michael Kitces, founder, Nerd’s Eye View

Barry Mulholland, director of the financial planning program, University of Akron

Michelle Wong, founder, Nifty Advisor Support

Allan Boomer, managing partner and CIO, Momentum Advisors

Brittain Prigge, president and head of relationship management, Balentine

Client Advocate of the Year

Ka’Neda N. Bullock, founder and president, Master Plan Investment Group

Lindsey Swanson, founder, Stripper Financial Planning

Jessica Goedtel, owner and financial planner, Pavilion Financial Planning

Brian Portnoy, Joy Lere and Neil Bage, co-founders, Shaping Wealth

Tom Sporkin, managing director of enforcement, CFP Board

René Nourse, founder, Urban Wealth Management

Asset Manager of the Year

Dimensional Fund Advisors

Fidelity Investments

BNY Mellon


Charles Schwab

Capital Group

ESG Advocate of the Year

Jay Lipman, co-founder and president, Ethic

Kiley Miller, director of ESG Investment Solutions, Envestnet

Gabe Rissman, co-founder and president, YourStake

Peter Krull, founder, CEO and director of investments, Earth Equity Advisors

Justina Lai, chief impact officer and shareholder, Wetherby Asset Management

Erika Karp, executive managing director and chief impact officer, Pathstone

Michael Thrasher (@Mike_Thrasher) is the editor of RIA Intel and based in New York City.

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