For the eleventh yr this September, WealthManagement.com will honor the most effective corporations, folks and organizations supporting monetary advisor success at its annual Trade Awards, “The Wealthies.”
This yr’s winners, chosen by an impartial panel of judges from amongst practically 300 finalistswill likely be introduced on Sept. 4th at a black-tie gala at Cipriani forty second Road in New York Metropolis.
View the complete record of finalists
A record-breaking variety of nominations had been submitted for the eleventh Annual Trade Awards—1,209 entries from greater than 400 corporations. Practically 300 organizations had been chosen as finalists in a number of of the agency or particular person classes on this yr’s awards program.
In 2025, 120 distinctive corporations distinguished themselves with a number of finalist submissions, showcasing their excellence throughout varied facets of wealth administration. The companies with essentially the most a number of finalist nominations embody: Advyzon (8); Orion (8); CAIS (6); Holistiplan (6); SS&C (6); Wealth.com (6); Callan Household Workplace (4); Cambridge Funding Analysis (4); Catchlight (4); Envestnet (4); Constancy Investments (4); Osaic (4); Analysis Associates (4); SEI (4); Belief & Will (4); Vanilla (4); and Zeplyn (4).
This yr’s awards function over a dozen new classes that replicate the newest business traits and developments. As AI transforms advisor know-how, new classes acknowledge improvements in AI-driven advertising and marketing, assembly help and automatic workflows. The awards additionally honor initiatives which might be revolutionizing operational facets of wealth administration by means of knowledge administration and outsourcing platforms.
With growing older demographics and potential tax legislation adjustments, property planning obtained devoted classes, together with implementation, know-how, providers and thought management. The rising ecosystem supporting advisors is widely known with new classes for skilled service suppliers and their executives. Moreover, the awards acknowledge innovation in podcasts.
“The introduction of those new classes displays our dedication to recognizing excellence throughout the complete spectrum of wealth administration,” stated stated David Armstrong, director of editorial technique and operations for WealthManagement.com. “From AI improvements to next-generation advisor growth, these classes spotlight the areas the place our business is making vital strides ahead.”
A panel of impartial judges, made up of prime names within the business and led by Armstrong, selected the finalists and can decide the winners. The gala will observe a day of panel discussions and networking occasions amongst C-level executives from finalist companies on the Convene 360 Madison Avenue assembly house and occasion venue in Midtown Manhattan.