Mapping the Best Practices winners
Compensation and Staff Best Performers
Adviser Technology Study Best Performers
Compensation and Staffing Best Performers
/assets/docs src="/wp-content/uploads2017/10/CI1127911024.PNG"Edina, Minn.
/assets/docs src="/wp-content/uploads2017/10/CI1127931024.PNG"$1.6 billion
/assets/docs src="/wp-content/uploads2017/10/CI1127941024.PNG"CEO Ross Levin
/assets/docs src="/wp-content/uploads2017/10/CI1127911024.PNG"Fairfax, Virginia
/assets/docs src="/wp-content/uploads2017/10/CI1127931024.PNG"$625 million
/assets/docs src="/wp-content/uploads2017/10/CI1127941024.PNG"CEO David Greene
/assets/docs src="/wp-content/uploads2017/10/CI1127911024.PNG"San Diego
/assets/docs src="/wp-content/uploads2017/10/CI1127931024.PNG"$3.4 billion
/assets/docs src="/wp-content/uploads2017/10/CI1127941024.PNG"President Will Beamer
EisnerAmper Wealth Management & Corporate Benefits
/assets/docs src="/wp-content/uploads2017/10/CI1127911024.PNG"Iselin, N.J.
/assets/docs src="/wp-content/uploads2017/10/CI1127931024.PNG"$590 million
/assets/docs src="/wp-content/uploads2017/10/CI1127941024.PNG"Managing Officer Marc Scudillo
/assets/docs src="/wp-content/uploads2017/10/CI1127911024.PNG"Cincinnati
/assets/docs src="/wp-content/uploads2017/10/CI1127931024.PNG"$1.1 billion
/assets/docs src="/wp-content/uploads2017/10/CI1127941024.PNG"Portfolio Manager Zach Horn
/assets/docs src="/wp-content/uploads2017/10/CI1127911024.PNG"Downer's Grove, Ill.
/assets/docs src="/wp-content/uploads2017/10/CI1127931024.PNG"$2 billion
/assets/docs src="/wp-content/uploads2017/10/CI1127941024.PNG"Chief Operating Officer Yonhee Gordon
/assets/docs src="/wp-content/uploads2017/10/CI1127911024.PNG"Cincinnati
/assets/docs src="/wp-content/uploads2017/10/CI1127931024.PNG"$9 billion
/assets/docs src="/wp-content/uploads2017/10/CI1127941024.PNG"Director of Human Resources Steve Linder
/assets/docs src="/wp-content/uploads2017/10/CI1127911024.PNG"Chicago
/assets/docs src="/wp-content/uploads2017/10/CI1127931024.PNG"$1.2 billion
/assets/docs src="/wp-content/uploads2017/10/CI1127941024.PNG"Partner Jim Weil
/assets/docs src="/wp-content/uploads2017/10/CI1127911024.PNG"Harrisburg, Pa.,
/assets/docs src="/wp-content/uploads2017/10/CI1127931024.PNG"$426 million
/assets/docs src="/wp-content/uploads2017/10/CI1127941024.PNG"President Jeffrey Roof
/assets/docs src="/wp-content/uploads2017/10/CI1127911024.PNG"West Conshohocken, Pa.
/assets/docs src="/wp-content/uploads2017/10/CI1127931024.PNG"$1.6 billion
/assets/docs src="/wp-content/uploads2017/10/CI1127941024.PNG"Co-founder Alan Cohn
/assets/docs src="/wp-content/uploads2017/10/CI1127911024.PNG"San Luis Obispo, Calif.,
/assets/docs src="/wp-content/uploads2017/10/CI1127931024.PNG"$750 million
/assets/docs src="/wp-content/uploads2017/10/CI1127941024.PNG"Chief Operating Officer Brian Krill
Adviser Technology Study Best Performers
Nine firms were acknowledged for their superior technology practices./assets/docs src="/wp-content/uploads2017/10/CI1127971024.PNG"Stamford, Conn.
/assets/docs src="/wp-content/uploads2017/10/CI1127961024.PNG"$395 million
/assets/docs src="/wp-content/uploads2017/10/CI1127951024.PNG"President LeGrand Redfield
/assets/docs src="/wp-content/uploads2017/10/CI1127971024.PNG"Itasca, Ill.
/assets/docs src="/wp-content/uploads2017/10/CI1127961024.PNG"$3.3 billion
/assets/docs src="/wp-content/uploads2017/10/CI1127951024.PNG"Co-founder Mark Balasa
Center for Financial Planning Inc.
/assets/docs src="/wp-content/uploads2017/10/CI1127971024.PNG"Southfield, Mich
/assets/docs src="/wp-content/uploads2017/10/CI1127961024.PNG"$948 million
/assets/docs src="/wp-content/uploads2017/10/CI1127951024.PNG"Director of Investments Angela Palacios
/assets/docs src="/wp-content/uploads2017/10/CI1127971024.PNG"Lake Oswego, Ore.
/assets/docs src="/wp-content/uploads2017/10/CI1127961024.PNG"$201 million
/assets/docs src="/wp-content/uploads2017/10/CI1127951024.PNG"Client Service Associate Jesse Steele
/assets/docs src="/wp-content/uploads2017/10/CI1127971024.PNG"West Hartford, Conn.
/assets/docs src="/wp-content/uploads2017/10/CI1127961024.PNG"$600 million
/assets/docs src="/wp-content/uploads2017/10/CI1127951024.PNG"Co-presidents Seth Fierston and Brian Fierston
/assets/docs src="/wp-content/uploads2017/10/CI1127971024.PNG"Kennebunk, Maine
/assets/docs src="/wp-content/uploads2017/10/CI1127961024.PNG"$175 million
/assets/docs src="/wp-content/uploads2017/10/CI1127951024.PNG"President Nichole D. Raftopoulos
Sensible Financial Planning and Management
/assets/docs src="/wp-content/uploads2017/10/CI1127971024.PNG"Waltham, Mass.
/assets/docs src="/wp-content/uploads2017/10/CI1127961024.PNG"$383 million
/assets/docs src="/wp-content/uploads2017/10/CI1127951024.PNG"Founder Frederick Miller
Strategic Wealth Management Group
/assets/docs src="/wp-content/uploads2017/10/CI1127971024.PNG"Columbia, Maryland
/assets/docs src="/wp-content/uploads2017/10/CI1127961024.PNG"$1.2 billion
/assets/docs src="/wp-content/uploads2017/10/CI1127951024.PNG"CEO Jim DeCarlo and COO Patricia Achterhof
/assets/docs src="/wp-content/uploads2017/10/CI1127971024.PNG"Reston, Va.
/assets/docs src="/wp-content/uploads2017/10/CI1127961024.PNG"$1.7 billion
/assets/docs src="/wp-content/uploads2017/10/CI1127951024.PNG"Partner Pete Dabrowski
*Did not attend Oct. 17 awards event
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
