RIA Intel is excited to announce that the call for nominations is now open for the second annual RIA Intel Awards! The awards are a celebration of financial advisors, wealth management firms, and others who support them. See the bottom of the page for all categories, and use this nomination form.
The RIA Intel Awards will recognize difference-makers in the industry, including advisors and firms of the year, “Rising Stars,” and the “Industry Advocate of the Year.” The RIA Intel Awards Dinner (see below) is a chance for some of the most distinguished people in wealth management to come together and celebrate one another. Of course, there will be hardware for winners to take home, but the real point is to recognize excellence and what inspires it. We promise you’ll have a hell of a good time, too.
Important dates
March 3, 2023: Nomination deadline
March 10, 2023: Finalists for RIA Intel awards announced.
June 7, 2023: Live awards dinner and event, Four Seasons Hotel, Boston.
We encourage you to nominate anyone you believe is making a significant contribution to the industry. Nominate your peers and colleagues — and self-nominations are encouraged and gladly accepted. Want to nominate more than one person or firm in a category? No problem. You can submit multiple nomination forms.
If you have questions about nominations or are interested in attending the live event, please contact the RIA Institute’s Assistant Director and Director of Investor Relations, Bhuvna Doshi (bdoshi@iiforums.com).
Organizations interested in sponsoring the RIA Intel Awards should contact Judith Flanagan (judith.flanagan@institutionalinvestor.com).
Methodology
There are three types of nominations for the RIA Intel Awards: Self-nominations, nominations by peers, and nominations by the editors of RIA Intel and/or directors of the RIA Institute. Nominations for the same firm or individual in multiple categories are accepted. You can nominate yourself and/or your firm. You can nominate others in your firm or outside your firm.
Finalists will be chosen by the RIA Intel editorial team with help from the RIA Institute’s advisory board, a 24-member group of professionals from some of the most successful RIAs. Winners are selected at the discretion of the editors of RIA Intel, informed by our own reporting, conversations with peers and industry leaders, and the RIA Institute advisory board.
There is no nomination/application fee for the RIA Intel Awards, nor will any fees be solicited or accepted in exchange for consideration as a finalist or winner.
Categories
Advisor of the Year 2023
Think: The advisor who has accomplished, overcome, or contributed something that stands out in the industry.
RIA of the Year (Under $1 Billion AUM) 2023
Think: A small but mighty RIA that you admire and wouldn’t think twice about recommending.
RIA of the Year (Over $1 Billion AUM) 2023
Think: An impressive RIA that has grown beyond a practice and into a complex business for the betterment of its clients and employees.
Retirement Plan Advisor of the Year 2023
Think: An exceptional advisor — big or small — to plan sponsors.
New RIA of the Year 2023
Think: The new independent wealth manager that looks most promising or interesting.
CIO of the Year 2023
Think: Not just someone who helped clients beat their benchmark, but who also perhaps expanded or overhauled a team, came up with unique solutions for clients, or achieved some other accomplishment that merits recognition.
CEO of the Year 2023
Think: The chief executive at an RIA — or any company that supports RIAs — that deserves recognition for their ideas, performance, or character.
Client Advocate of the Year 2023
Think: The advisor or professional who has gone above and beyond to service and/or protect investors.
Industry Advocate of the Year 2023
Think: An advisor, academic, regulator, or anyone else who advocates for RIAs. They don’t necessarily have the loudest megaphone, but they are a potent proponent of the industry.
Most Innovative Technology Development 2023
Think: Something built in-house by an RIA, or new third-party software used by wealth managers.
Asset Manager of the Year 2023
Think: A company that practices more than just good investment management. This asset manager works with RIAs and offers a unique value proposition.
Rising Stars of the Year 2023
Think: A group of advisors and other professionals who represent the future of private wealth management. Share one or many professionals who you think deserve to be part of this group.
