For the eleventh yr this September, WealthManagement.com will honor the most effective firms, individuals and organizations supporting monetary advisor success at its annual Trade Awards, “The Wealthies.”
This yr’s winners, chosen by an unbiased panel of judges from amongst practically 300 finalists, will likely be introduced on Sept. 4th at a black-tie gala at Cipriani forty second Road in New York Metropolis.
View the total 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 firms. 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 firms distinguished themselves with a number of finalist submissions, showcasing their excellence throughout numerous features of wealth administration. The corporations 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 characteristic over a dozen new classes that replicate the newest trade traits and developments. As AI transforms advisor expertise, new classes acknowledge improvements in AI-driven advertising and marketing, assembly help and automatic workflows. The awards additionally honor initiatives which are revolutionizing operational features of wealth administration by knowledge administration and outsourcing platforms.
With ageing demographics and potential tax legislation adjustments, property planning obtained devoted classes, together with implementation, expertise, companies and thought management. The rising ecosystem supporting advisors is well 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 total 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 trade is making vital strides ahead.”
A panel of unbiased judges, made up of high names within the trade and led by Armstrong, selected the finalists and can decide the winners. The gala will comply with a day of panel discussions and networking occasions amongst C-level executives from finalist corporations on the Convene 360 Madison Avenue assembly house and occasion venue in Midtown Manhattan.
