Our Thanks To The Nearly 200 Firms That Have
Submitted Nominations For The WealthManagement.com
2017 Industry Awards And Executive Forum

 

This year, WealthManagement.com has received a record 470 submissions across 72 awards categories for its annual Industry Awards. Finalists will be announced on May 26th, and winners will be honored at The Plaza hotel in New York City on October 11th. If you haven’t submitted a nomination, you have until 5:00 pm EDT on Tuesday, May 16th to get your nominations in.

 

WealthManagement.com 2017 Industry Awards Nominees

A

Abbot Downing

Aberdeen Asset Management

Accenture

ADISA

Advicent

AdvicePeriod

Advisor Financing LLC

Advisor Group

Advizr

Albridge

Alliance for RIAs

Anaford Attorneys

Apex

Appleseed Capital

Arcons Technology, Inc.

Artivest

AssetMark

Axiom Wealth Advisors, LLC

AXA

B

BackBay Communications

Barnum Financial Group

BaseVenture

BasisCode Compliance

Betterment for Business

Beyondly, Inc.

BMO Global Asset Management

BNY Mellon’s Pershing

Brighthouse Financial

Brinker Capital

Broadridge Financial Solutions, Inc.

Bruderman Asset Management

Build America Mutual

Byrnes Consulting, LLC

C

CAIS Group

Calamos Wealth Management

Carson Group

Cetera Financial Group

CFX Markets

Chaikin Analytics

CIBC Atlantic Trust Private

XXWealth Management

Citizens Bank

Clark Capital Management Group

CLS Investments

Coastal Bridge Advisors

Cohen & Steers

Columbia Threadneedle Investments

Commonwealth Financial Network

Copytalk

D

Day Pitney LLP

Deardorff

Discovery Data

Docupace

DocuXplorer Software

Dynasty Financial Partners

E

E*TRADE

ECHELON Partners

Edward Jones

eMoney Advisor

Emotomy

Entreda

Envestnet

Envestnet | Retirement Solutions

Envestnet | Tamarac

Envision Financial Systems, Inc.

External IT

F

1st Global

Family Office Exchange

Fi360

Fidelity Investments

Fiduciary Trust

Fiduciary Wealth Partners

Finalytix, Inc.

FinMason, Inc.

First Ascent Asset Management

First Rate

First Western Trust

FIS

Fiserv

Flexible Plan Investments, Ltd.

Fluent Technologies

Focus Financial Partners

FolioDynamix

Foundation Source

Freewheel Marketing

Frenkel & Company

FS Investments

G

Gemini

Gemini Cos.

Globacom Technologies

GPB Capital

GQQ Partners

Grendel

Guggenheim Investments

H

Halbert Hargrove

Hearsay

HeirSearch.com

HighTower

I

iCapital Network

ImpactU.me

Independent Financial Group

Inland Real Estate Investment Corp.

InvestCloud, Inc.

InvestEdge

Investment POD

J

J.P. Morgan Asset Management

Janus Capital Group

John Hancock Investments

jpmorgan

Junxure

K

Kestra Financial Key Family Wealth

L

Lake Street Advisors

Laserfiche ECM

Lightspeed PR

Live Oak Bank

LJM Funds

Lumina Communications

M

Market Counsel

Marstone

Mercury Capital Advisors

Millenium Trust

Millennium Trust Company

Mineral Interactive

MMxCHANGE

Morningstar

Motif Investing

N

Nasdaq

National Planning Holdings

Natixis Global Asset Management

New Constructs, LLC

NEXT Financial Group

NextCapital

O

OppenheimerFunds

Oranj

Orion

P

Panoramix

Parkland Securities LLC.

Patrina Corporation

PeachCap

Pershing

PIETech, Inc.

PlanPlus Inc.

Private Wealth Systems

PURE Insurance

PwC

Q

Quovo

R

Rastegar Equity Partners

Raymond James

Redtail Technology

Retirement Readiness Solutions

RIA in a Box

RIA Valuations

RIIA

Riskalyze

RiXtrema

Russell Investments

S

SAF Platform

Schwab

Securities America

SEI

Seismic

Shareholders Service Group

Sigma Financial

SJS Investment Services

Smarsh

Smartleaf

SS&C Advent

SS&C Technologies

State Street Global Advisors

Summitas, LLC

T

361 Capital

Tamarac

TD Ameritrade

TD Wealth

The Advisor Lab

The Commerce Trust Company

The Good Life Companies

The Investment Center

The Good Life Companies

The Neibart Group

Tolleson Wealth Management

Trade Warrior

Tradeweb

Truelytics

Trust Company of America

TruValue Labs

U

United Capital Financial Advisers

V

VEREIT, Inc.

Vestmark

Vestwell

Voya Financial

W

Wealth Access, Inc.

Wealth Dynamix

Wedbush Securities

Wells Fargo

Wells Fargo Advisors

Winston Art Group

X

Xtiva Financial Systems

 

 

Learn more about sponsorship opportunities.

 

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