InvestmentNews today announced the winners of the first annual Best Practices awards, acknowledging 24 advisory firms in two categories, human capital management and technology.
Award winners were honored at a best practices workshop in Chicago.
The awards were given based on results from the InvestmentNews Compensation and Staffing Study, as well as personal interviews.
The winners are as follows:
Human Capital Management, Industry Innovators:
Fish & Associates, Memphis, Tenn., fishandassociates.com
Singer Xenos Wealth Management, Coral Gables, Fla., singerxenos.com
Human Capital Management, Top-Performing firms:
Johnson Carriar Kruchten Anderson & Associates, Saint Cloud, Minn., ameripriseadvisors.com
Rinvelt & David LLC, Grand Rapids, Mich., rinveltdavid.com
Overall Use of Technology, Industry Innovators:
Financial Plan Inc., Bellingham, Wash., financialplaninc.com
Strategic Capital Allocation Group LLC, Boston, scagrp.com
Overall Use of Technology, Top-Performing Firms:
Budros Ruhlin & Roe Inc., Columbus, Ohio, b-r-r.com
Roof Advisory Group Inc., Harrisburg, Pa., roofadvisory.com
Shelton Financial Group Inc., Fort Wayne, Ind., sheltonfinancial.com
Yellow Brick Road Financial Advisors LLC, San Francisco, ybrfinancialadvisors.com