2017 Nominating Firms

Our thanks to the nearly 200 firms that submitted nominations.

In 2017, WealthManagement.com received 470 submissions across 72 awards categories. Finalists were announced on May 26 and winners were honored at The Plaza Hotel in New York City on October 11.

A

Aberdeen Asset Management

Accenture

ADISA

Advicent

AdvicePeriod

Advisor Financing LLC

Advisor Group

Advizr

Albridge

Anaford Attorneys

Apex

Appleseed Capital

Arcons Technology, Inc.

Artivest

AssetMark

Axiom Wealth Advisors, LLC

AXA

B

Barnum Financial Group

BaseVenture

BasisCode Compliance

Betterment for Business

Beyondly, Inc.

BMO Global Asset Management

Brighthouse Financial

Brinker Capital

Broadridge Financial Solutions, Inc.

Bruderman Asset Management

Build America Mutual

Byrnes Consulting, LLC

C

Calamos Wealth Management

Carson Group

Cetera Financial Group

CFX Markets

Chaikin Analytics

CIBC Atlantic Trust Private

XXWealth Management

Clark Capital Management Group

CLS Investments

Coastal Bridge Advisors

Cohen & Steers

Columbia Threadneedle Investments

Commonwealth Financial Network

Copytalk

D

Deardorff

Discovery Data

DocuXplorer Software

Dynasty Financial Partners

E

ECHELON Partners

Edward Jones

eMoney Advisor

Emotomy

Entreda

Envestnet | Retirement Solutions

Envestnet | Tamarac

Envision Financial Systems, Inc.

External IT

F

Family Office Exchange

Fi360

Fidelity Investments

Fiduciary Trust

Fiduciary Wealth Partners

Finalytix, Inc.

FinMason, Inc.

First Ascent Asset Management

First Rate

First Western Trust

Fiserv

Flexible Plan Investments, Ltd.

Fluent Technologies

Focus Financial Partners

FolioDynamix

Foundation Source

Freewheel Marketing

Frenkel & Company

FS Investments

G

Gemini Cos.

Globacom Technologies

GPB Capital

Grendel

Guggenheim Investments

H

Hearsay

HighTower

I

ImpactU.me

Independent Financial Group

Inland Real Estate Investment Corp.

InvestEdge

Investment POD

J

Janus Capital Group

John Hancock Investments

Junxure

K

L

Laserfiche ECM

Lightspeed PR

LJM Funds

Lumina Communications

M

Marstone

Mercury Capital Advisors

Millenium Trust

Millennium Trust Company

MMxCHANGE

Morningstar

Motif Investing

N

National Planning Holdings

Natixis Global Asset Management

NEXT Financial Group

NextCapital

O

Oranj

P

Parkland Securities LLC.

Patrina Corporation

PeachCap

Pershing

PlanPlus Inc.

Private Wealth Systems

PURE Insurance

PwC

Q

R

Raymond James

Redtail Technology

Retirement Readiness Solutions

RIA in a Box

RIIA

Riskalyze

RiXtrema

Russell Investments

S

Schwab

Securities America

SEI

Seismic

Shareholders Service Group

Sigma Financial

Smarsh

Smartleaf

SS&C Advent

SS&C Technologies

State Street Global Advisors

Summitas, LLC

T

Tamarac

TD Ameritrade

TD Wealth

The Advisor Lab

The Commerce Trust Company

The Good Life Companies

The Investment Center

The Neibart Group

Tolleson Wealth Management

Trade Warrior

Tradeweb

Truelytics

Trust Company of America

TruValue Labs

U

V

Vestmark

Voya Financial

W

Wealth Dynamix

Wedbush Securities

Wells Fargo Advisors

Winston Art Group

X

For more information, contact William O’Conor, Managing Director, at william.oconor@penton.com or 212.204.4270.