InvestmentNews will honor the top wealth management firms in America that excel in growing and retaining clients. Investors across the country are invited to nominate their advisory teams—defined as groups consisting of three or more advisors—and highlight the standout services that distinguish these teams.
Open Jan 13, 2025
Close Feb 7, 2025
Open Jan 13, 2025
Close Feb 7, 2025
InvestmentNews will honor the top wealth management firms in America that excel in growing and retaining clients. Investors across the country are invited to nominate their advisory teams—defined as groups consisting of three or more advisors—and highlight the standout services that distinguish these teams.
SurveyOpen Jan 27, 2025
Close Feb 21, 2025
InvestmentNews will recognize female trailblazers who have soared to new heights in the industry over the past year. The winners will be published on the website in June.
SurveyOpen Feb 10, 2025
Close Mar 7, 2025
The 5-Star Independent Advisors will celebrate the nation’s leading financial advisors, as chosen by their clients. This award seeks to answer a single, crucial question: Who are the best advisors in the US when it comes to prioritizing their clients’ interests?
SurveyOpen Mar 24, 2025
Close Apr 18, 2025
The 5-Star RIA Firms will highlight the nation’s top wealth managers, setting a benchmark for excellence in the industry. Leading advisory firms are ranked based on criteria such as assets under management (AUM), AUM growth, and the number of new clients gained organically over the past 12 months. All submitted data undergoes a thorough verification process conducted by the entrants’ compliance departments.
SurveyOpen Apr 22, 2025
Close May 17, 2025
Open May 12, 2025
Close Jun 13, 2925
Rising Stars will showcase the young industry professionals who are making waves even in the early stages of their career. Nominees must be aged 35 or under as of publication date and have demonstrated leadership and achievement over the past year.
SurveyOpen Jul 28, 2025
Close Aug 22, 2025
InvestmentNews’ Hot List will recognize the best and brightest in the business. The report will feature professionals who have found success in their respective fields due to their outstanding abilities and contributions to the industry over the past 12 months.
Survey