Aprevious version of this story stated that the winners would be announced at a dinner and ceremony at the Metropolitan Club of New York on September 14, 2022.
However, due to an unanticipated scheduling conflict with the venue, we regret that Institutional Investor’s inaugural RIA Intel Awards Dinner & Gala on September 14 in New York will not take place. We apologize for the inconvenience.
The Awards themselves remain unchanged. Winners will still be on announced on RIAIntel.com on September 14, 2022, and will be honored in-person at upcoming RIA Institute Forums.
Each winner will also be the subject of a feature story on RIAIntel.com.
RIA Intel is pleased to announce the finalists for the inaugural RIA Intel Awards. The group is representative of a growing and innovative industry that is overflowing with talent and great minds.
The volume and quality of the nominations submitted far exceeded anything we anticipated — a testament to the industry’s interest in recognizing truly distinguished difference-makers.
Among the finalists are well-known — and lesser-known but equally deserving — advisors and executives. There are RIAs big and small, like Creative Planning and Schmidt Financial Group, and some on the leading edge in the industry, like Revere and FP Alpha.
RIA Intel is also proud to honor its first cohort of rising stars in the industry, which includes Kristopher Martin, vice president and wealth advisor at Element Pointe Advisors, and Vanessa Wieliczko, partner and CIO at HoyleCohen and a director at the CFA Society San Diego.
Choosing and Industry Advocate of the Year will be an unenviable challenge. Noel Maye, CEO at Financial Planning Standards Board; Dasarte Yarnway and Emlen Miles-Mattingly, the co-founders of Onyx Advisor Network; and all the other finalists are champions of the industry who deserve thanks.
A full list of the finalists is below.
Winners will be on announced on RIAIntel.com on September 14, 2022, and will be honored in-person at upcoming RIA Institute Forums.
Advisor of the Year
RIA of the Year Less Than $1 Billion AUM
RIA of the Year More Than $1 Billion AUM
Retirement Plan Advisor of the Year
RIA Growth Leader of the Year
Most Innovative Technology of the Year
Most Innovative Firm of the Year
New RIA of the Year
CEO of the Year
CIO of the Year
Rising Stars of the Year
Industry Advocate of the Year
Client Advocate of the Year
Asset Manager of the Year
ESG Advocate of the Year
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