RIA Intel is excited to announce that the 2024 RIA Intel Awards are now open for nominations.
For the third year in a row, we hope to honor, celebrate, and recognize the top financial advisors, wealth management firms, and industry professionals who make wealth management as vibrant a community as it is.
In addition to our distinguished list of categories, this year, we overhauled our “RIA of the Year” categories (see below) to include separate nominations for RIAs under $1 billion in AUM, RIAs between $1 billion and $10 billion in AUM, and RIAs over $10 billion in AUM. Additionally, we’ve added a category for “Alternatives Asset Manager of the Year” to complement our existing category of “Asset Manager of the Year.”
The editorial team at RIA Intel truly feels that this new list reflects the impressive growth RIAs have seen in recent years and highlights the important position alternatives play in wealth management.
Submissions will close March 1, and finalists as well as this year’s class of Rising Stars will be announced in mid-April. 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.
We encourage you to nominate anyone — including yourself — who you believe is making a significant contribution to the industry. You can also submit multiple nomination forms.
Important dates
Submission deadline: March 1, 2024
Finalists announcement: Mid-April
Awards dinner: June 5, 2024, at the Four Seasons Hotel, Boston
Categories
RIA of the Year (Under $1 Billion in AUM)
Think: A small but mighty RIA that you admire and wouldn’t think twice about recommending.
RIA of the Year (Between $1 Billion and $10 Billion in AUM)
Think: An impressive RIA that has grown beyond a practice and into a complex business for the betterment of its clients and employees.
RIA of the Year (Over $10 Billion in AUM)
Think: A strategic RIA that is characterized by unparalleled growth and an unwavering dedication to exceptional client service.
Retirement Plan Advisor Firm of the Year
Think: An exceptional advisor — big or small — to plan sponsors.
CIO of the Year
Think: Not just someone who helped clients beat their benchmark, but someone who also helped expand or overhaul a team, came up with unique solutions for clients, or achieved some other accomplishment that merits recognition.
CEO of the Year
Think: The chief executive at an RIA — or any company that supports RIAs — who deserves recognition for their ideas, performance, or character.
Client Advocate of the Year
Think: The advisor or professional who has gone above and beyond to service and/or protect investors.
Industry Advocate of the Year
Think: An advisor, academic, regulator, or anyone else who advocates for RIAs. They don’t necessarily have the loudest megaphone, but they are a powerful proponent of the industry.
Most Innovative Technology Development
Think: Something built in-house by an RIA or new third-party software used by wealth managers.
Asset Manager of the Year (Non-Alternatives)
Think: A company that practices more than just good investment management. This asset manager works with RIAs and offers a unique value proposition.
Alternatives Asset Manager of the Year
Think: An asset manager that excels in offering diverse alternatives for private wealth clients. We value broad access, innovation, and user-friendly solutions across hedge funds, private equity, private debt, real estate, and infrastructure.
Rising Stars of the Year
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.
Methodology
There are three types of nominations for the RIA Intel Awards: nominations by peers, nominations by other industry participants, and self-nominations. 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.
Assessment Criteria for Nomination Content
For each nomination, up to 5 points may be awarded based on the following criteria:
- 5 points — The nomination has addressed all the points of the question and tailored the response to the related award. The written response is clear, concise, and easily understandable, and the data and examples provided are relevant and on point. High credibility.
- 4 points — The nomination has addressed all the points of the question. The data and examples provided are relevant. However, the language is fragmented, thereby impacting the clarity of the answer. Medium-high credibility.
- 3 points — The nomination has addressed a majority of the questions. However, the data and examples provided are not clearly stated and on point. Medium credibility.
- 2 points — The nomination has addressed less than half of the questions, and the data and examples provided do not meet the standards expected to support the submission with full credibility. Medium-low credibility.
- 1 point — The response appears to be the result of a copy-paste section excerpted from a corporate website or other materials. The answers have not been tailored to the specific category/award. Low credibility.
Assessment Criteria for Nomination Source
For each nomination, up to 3 points may be awarded based on the following criteria:
- 3 points — The origin of the nomination is a peer, therefore suggesting low self-interest and high credibility.
- 2 points — The origin of the nomination is a service provider or manager, therefore introducing the possibility of some self-interest.
- 1 point — The origin of the nomination is the actual nominee or a colleague at the nominee’s organization, therefore suggesting a high degree of self-interest.
Important:
Nominations are confidential, and none of the contents submitted will be shared publicly.
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.
