Schwab Advisor Services, the largest custodian for RIA firms, announced Thursday the winners of the ninth annual Impact awards at its annual conference in Denver, including one in a new category: Best-in-Retirement Business.
The winners of the 2014 Impact awards, presented on stage in Denver by SAS head Bernie Clark, are:
Best-in-Business Award: Bingham, Osborn & Scarborough LLC (BOS), a San Francisco-based RIA firm founded more than 25 years ago. The company was lauded for achieving its growth goals by “recruiting top talent, continually enhancing their client offering, and adopting efficient processes, technology and service strategies.” Showcasing its approach to human capital, Schwab noted that each of BOS’ current principals was promoted from within.
Pacesetter Impact Award: United Capital Financial Advisers, the Newport Beach, California-based rollup firm headed by Joe Duran. Since its founding in 2005, United Capital has become a firm with $10 billion in assets under management and $100 million in annual revenue. On its way to building a national brand, United Capital plans on doubling in size over the next five years.
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Trailblazer Award: Beacon Pointe Advisors. Also based in Newport Beach, Beacon Pointe is an RIA firm with $6.2 billion in AUM and more than 45 employees that focuses its growth strategy in four areas: Women investors; cultivating the next generation of advisors; using technology to support its advisors, and supporting the growth of smaller advisors.