Institutional Investor proudly presents the second annual RIA Intel Awards, a celebration of financial advisors, wealth management firms and others who support them. The awards, hosted in partnership with RIA Intel and the RIA Institute, aim to recognize the top performers of this growing and innovative industry that is overflowing with talent and great minds.
Take a look at the event winners from 2022 here.
Here Are the Finalists for the 2nd Annual RIA Intel Awards - RIA Intel
Advisor of the Year 2023
Anderson Lafontant, Director, Miracle Mile Advisors
Ben VerWys, Founder and Senior Financial Advisor, Fiduciary Financial Advisors
Darcy Borella, Wealth Management Advisor, Maia Wealth
Gabriel Shahin, Founder and Principal, Falcon Wealth Planning
Jerry Davidse, CEO, Presilium Private Wealth
Miguel Sosa, Founding Partner, Premia Global Advisors
Thomas C. West, Senior Partner, Signature Estate & Investment Advisors
RIA of the Year (Under $1 Billion AUM) 2023
Fiduciary Financial Advisors
Grand Wealth Management
Satovsky Asset Management
The Harvest Group
Ullmann Wealth Partners
Vance Wealth
Fairhaven Wealth Management
RIA of the Year (Over $1 billion AUM) 2023
Aspiriant
Beacon Capital Management
Beacon Pointe Advisors
Cerity Partners
Choreo
Cresset Asset Management
Telemus Capital
SageView Advisory Group
Thrivent Advisor Network
Retirement Plan Advisor of the Year 2023
Chuck Williams, CEO, Finspire
Jania Stout, Senior Vice President of Retirement and Wealth, OneDigital
Matthew Delaney, Managing Partner, JDH Wealth
Michele T. Sarna, Partner and Managing Director, Beacon Pointe Advisors
Steven Gibson, Principal, Rehmann Financial
Wendy L. Eldridge, Managing Director and Partner, Marcum Wealth
Edward Wagner, Managing Director, SageView Advisory Group
CIO of the Year 2023
Chris Cook, President and CIO, Beacon Capital Management
Dana D’Auria, Co-CIO and Group President, Envestnet Solutions
Michael McKeown, CIO, Marcum Wealth
Phil Huber, CIO, Savant Wealth Management
Stephanie Lang, Principal and CIO, Homrich Berg
Stephanie Link, Chief Investment Strategist, Hightower Advisors
CEO of the Year 2023
Andres Garcia-Amaya, CEO, Zoe Financial
JC Abusaid, CEO and President, Halbert Hargrove
Jeff Dekko, CEO, Wealth Enhancement Group
Matthew Liebman, Founding Partner and CEO, Amplius Wealth Advisors
Mike LaMena, CEO, Wealthspire Advisors
Randy Long, Founder and CEO, SageView Advisory Group
Shannon Eusey, CEO, Beacon Pointe Advisors
Client Advocate of the Year 2023
Kristina Keck, Vice President, Retirement Plan Services, Woodruff Sawyer
Christine Lucero, Head of Private Wealth, CCO, Satovsky Asset Management
Jenna Brazile, Managing Director, Client Advisor, Freestone Capital Management
Kevin Smith, Senior Vice President, Wealthspire Advisors
Lawrence Sprung, Founder and Wealth Advisor, Mitlin Financial
Maria Harrington, Director of Client Service, Operations Specialist, Saratoga Research and Investment Management
Paul Karger, Co-Founder and Managing Partner, TwinFocus Capital Partners
Industry Advocate of the Year 2023
Barrett Ayers, President and CEO, Adhesion Wealth
Cullen Roche, Founder and CIO, Discipline Funds
Barry Mulholland, Ph.D, Director and Founder, Financial Planning Program at The University of Akron
Jeff Thomas, Northeast Regional Director, Swan Global Investments
Matt Reiner, CEO and Co-Founder, Benjamin
Phil Coniglio, CIO and Chief Information Security Officer, Private Advisor Group
Samuel Adams, CEO and Co-founder, Vert Asset Management
Sonya Dreizler, Co-Founder, Choir
Most Innovative Technology Development 2023
Vestwell
FP Alpha
Envestnet Data & Analytics
Bento Engine
Zoe Wealth Platform
+SUBSCRIBE
Asset Manager of the Year 2023
Unlimited Funds
Avantis Investors
Astoria Portfolio Advisors
Fidelity Investments
PIMCO
PPB Capital Partners
Blue Owl Capital
Rising Star(s) of the Year 2023
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
Penny Phillips, Co-Founder and President, Journey Strategic Wealth
Ritik Malhotra, CEO and Co-Founder, Savvy Wealth
Shana Orczyk Sissel, Founder and CEO, Banrion Capital Management
Toussaint Bailey, Founder and CEO, Uplifting Capital
Questions about sponsorship:
Flanagan, Judith
Executive Director
RIAs interested in attending, please contact:
Bhuvna Doshi
RIA Institute's Assistant Director and Director of Investor Relations