InvestmentNews is on the lookout for the industry’s top talent to be named Top Advisors in 2026.
Nominees will be assessed based on assets under management (AUM), AUM growth, and the organic expansion of clients they’ve brought to their business over the past year.
We invite all readers to submit their entries or put forward a remarkable colleague before the nominations close on Friday, October 31.
The winners will be featured on the website in March to celebrate the professionals driving excellence and innovation in the wealth management industry.
Procyon adds $415 million in assets under management in New Jersey while Savant picks up a $213 million Southern California planning firm
With a growing number of real estate-rich Baby Boomers aging into retirement, some advisors may be failing to consider all the options available for those clients' assets.
Cornerstone Advisors study reveals compliance bottlenecks stall campaigns weeks after customer opportunities close.
A father-daughter trio managing approximately $700 million joins the Atlanta-based fee-only RIA, establishing its Austin foothold.
CFP, CFA and CPA holders could gain accredited investor status as regulators weigh wider private market access for advisory clients
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
