Investment News special reports provide an expert-collated resource for the industry when looking for best-in-class partners and the most revered service providers.
The Special Reports also provide an opportunity to honor the top companies and individuals in the industry for their hard work and commitment to innovation. This year, Investment News will produce a comprehensive portfolio of special reports covering a plethora of topics and agendas that are top of mind for professionals and most pertinent to the industry.
Our User Guide details the entire process from the initial research stage to final publication, and also introduces the team members who work on our special reports in a variety of roles.
To view the entire schedule and participate in the surveys that are integral to revealing the trends and conversations that matter, please visit our Annual Calendar.
Recognizing the best financial planners who exemplify excellence and integrity in enabling clients to achieve their financial goals
InvestmentNews presents the Top Independent High-Net-Worth Advisors from across the US.
Recognizing the best places to work for financial advisors in the USA, where industry-leading supportive, inclusive, and flexible environments have been created
Recognizing the top financial advisors in the USA who have recorded growth in both AUM and client base
Recognizing the fee-only RIAs that have seen a speedy rise in AUM and clients due to forward-thinking strategies and trusted advice
Celebrating the top financial professionals in the US who have helped shape and innovate the industry over the past 12 months
Recognizing the top financial advisors and wealth management professionals under 40 standing out due to their achievements, goals, and industry contributions
Showcasing the innovative and effective tech solutions in the market for wealth management professionals and advisors across the US
InvestmentNews presents the Top Independent High-Net-Worth Advisors from across the US.
Celebrating the leading nationwide independent broker-dealers who are making an impact with successful and innovative methods.
Recognizing the leading finance firms across the US who are attracting advisors with their range of services and outstanding expertise.
The winning research providers are recognized for their service, flexibility, and range of tools that equip advisors with a leading edge.
Honoring the providers at the vanguard of investing, trailblazers perpetually redefining what success looks like.
From career development incentives to reward programs, this year’s winners are keeping employees satisfied.
Elevating their firms to new heights, 2024’s Top Advisors are at the peak of their powers boosting AUM levels and attracting greater numbers of clients.
The Hot List 2023 celebrates a collection of 100 individuals, redefining success in the industry and setting new benchmarks.
The Fastest-Growing Fee-Only RIAs of 2023 are celebrated for attracting new assets since July 2020. While all 75 winners are trusted and reliable partners for their clients, each firm has its own unique strategy and operating methods.
InvestmentNews celebrates the best fee-only RIAs from the four regions across the US. The 100 winners are thriving in their respective areas by ensuring their clients experience exemplary service. Through a combination of expertise, personalized attention, and a client-first mentality, they have established themselves as trusted partners in guiding individuals and families toward financial success.
