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

Adams Wealth Advisors
ADP Retirement Services
Advicent
AdvicePay
AdvicePeriod
Advisor Group
AdvisorBid, Inc.
AdvisoryWorld
Advizr
Advyzon
AE Wealth Management
Agreement Express
aixigo AG
Allego
AllianceBernstein
Apex Clearing
Appway
Archford Capital Strategies
Arcons Technology, Inc.
Artivest Holdings, Inc.
Asset-Map
AssetMark
Athena Capital Advisors

B

BaseVenture
Beacon Pointe Wealth Advisors
Berkshire Money Management, Inc.
Black Diamond Wealth Platform
Bloomberg Tax
BNY Mellon’s Albridge
BNY Mellon’s Lockwood Advisors, Inc.
BNY Mellon’s Pershing
Bridgeford Trust Company
Brighthouse Financial
BrightPlan
Brinker Capital
Broadridge Financial Solutions

C

CAIS
Capitect
Carson Group
CBXmarket
Cetera Financial Group
CFRA
Charles Schwab Investment Management
Citizens Bank Wealth Management
cleverDome, Inc.
CLS Investments, LLC
Columbia Threadneedle Investments
Conrad Siegel
Copytalk LLC
Crump Life Insurance Services
CUSO Financial Services, L.P./Sorrento Pacific Financial, LLC

D

D.B. Root & Company
Day Pitney LLP
DeVoe & Company
DFPG Investments, Inc.
Discovery Data
DIVIDEX MANAGEMENT, LLC
DoubleLine Capital
DPL Financial Partners
Dynasty Financial Partners

E

ECHELON Partners
Edward Jones
eMoney Advisor
Emotomy
Empire Software
Enterprise Engineering, Inc. (EEI)
Entreda
Envestnet
Envestnet | Tamarac
Envestnet Retirement Solutions
Envision Financial Systems, Inc.
EP Wealth Advisors
EPFR
Everplans

F

Facet Wealth
Fi360
Fidelity Investments
Fiduciary Trust Company
Fiduciary Trust Company International
Finalytix, Inc.
FinaMetrica Pty Limited
FinMason, Inc.
Finworx
First Ascent Asset Management
1st Global
Fiserv
Folio Institutional
Foundation Source
Freewheel Marketing
Fresh Finance
FTJ FundChoice

G

Garrison Asset Management, Inc.
Gitterman Wealth Management
Global Atlantic Financial Group
GPB Capital
Green Alpha Advisors
Grendel
Guggenheim Investments

H

Hamburger Law Firm
Hartford Funds
Hawthorn, PNC Family Wealth
HD Vest
Hearsay Systems

I

iCapital Network
ImpactAssets
Independent Advisor Alliance
Independent Financial Group
Informa Financial Intelligence
Inland Real Estate Investment Corporation
Insight Investment
Invesco Ltd.
InvestCloud
InvestEdge
Investment POD

J

Jackson National Life Insurance
Janney Montgomery Scott LLC
Janus Henderson Investors
JFS Wealth Advisors, LLC
John Hancock Insurance
John Hancock Investments
Just Invest

K

Key Private Bank

L

Ladenburg Thalmann
Laserfiche
Lenox Advisors
LifeYield
Live Oak Bank

M

MarketCounsel
MaxMyInterest
Mercer Advisors
Mercury Capital Advisors – iFunds
Metaurus Advisors
Millennium Trust Company
MMxCHANGE
MoneyGuidePro
Morningstar Investment Management, LLC
Morningstar, Inc.
MPACT Financial Group
My Portfolio Guide
MyComplianceOffice
MyVest

N

Nationwide
Nationwide Advisory Solutions
Natixis Investment Managers
New Constructs, LLC
NEXT Financial Group, Inc.
NICE Actimize
North Capital

O

OppenheimerFunds
Oranj
Orion Advisor Services

P

Pacer ETFs
Panoramix
Parallel Advisors LLC
Parkland Securities, LLC
Patrina Corporation
PeachCap
PEAK Brokerage Services, LLC.
PENSCO Trust Company
Pershing Advisor Solutions
Personal Capital
Personal Data Reference, Inc.
PFI Advisors
PIETech, Inc.
Plancorp
Private Advisor Group
Private Client Resources (PCR)
Private Ocean Wealth Management

Q

QS Investors
Quovo

R

Raymond James
RBC Correspondent and Advisor Services
Redtail Technology
Resources Investment Advisors, Inc.
RIA in a Box LLC
Riskalyze
Riskalyze Retirement Solutions
Rowling & Associates
Ruby Receptionists

S

Sawtooth Solutions, LLC
Schwab Advisor Services
Scivantage
ScratchWorks
Securities America
Seismic
Shareholders Service Group
Sigma Financial Corporation
SJS Investment Services
SmartAsset
SMArtX Advisory Solutions
Snappy Kraken
SpiderRock Advisors, LLC
SS&C Advent
SS&C Salentica
SS&C Technologies
State Street Global Advisors
StratiFi
SumGrowth Strategies

T

TD Ameritrade Institutional
The Doman Group
The Good Life Companies
The Harvest Group Wealth Management, LLC
The Institute For Wealth Management
The PURE Group of Insurance Compabies
Thomson Reuters
Top Advisors Group
Totum Risk
Trade Ideas LLC
TradePMR
Transamerica
Trinlogix
Truelytics
280 CapMarkets

U

United Capital Financial Advisers, LLC.
United Income
Upland Qvidian

V

Vantage Retirement Plans, LLC
Vestmark
Vestwell
Virtue Capital Management LLC
Voya Financial Advisors

W

WBI
Wealth Access, Inc.
Wealth Dynamix Inc
Weatherly Asset Management, LP
Wedbush Securities
Weiss & Hale Financial
Wells Fargo Private Bank
Winston Art Group
WisdomTree

X

XY Planning Network

Y

YCharts

 

 

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