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LUMINARIES 2022 Finalists: Executive Leadership — Firms

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The LUMINARIES Class of 2022 Finalists are being recognized by Investment Advisor for the many dynamic and inclusive ways they are driving the wealth, investment and retirement industry forward.

In our November issue of Investment Advisor magazine, we present the finalists — who were selected from hundreds of stellar nominations by our editorial team — in Executive Leadership. (The finalists in Diversity, Equity & Inclusion and Thought Leadership were showcased in September.)

An evolution of our Broker-Dealers of the Year awards, the LUMINARIES program is now in its second year. It aims to highlight how top-performing industry participants — both firms and individuals — produce meaningful results through efforts that matter most to advisors.

The LUMINARIES Class of 2022 Finalists have been reviewed by a diverse panel of judges from across the advice industry, and a select group of winners will be announced on stage at the program’s second-annual awards dinner and gala — set to take place Nov. 17 in New York.

The achievements of the Class of 2022 Finalists are described in their own words, which have been taken from materials submitted as part of the nominating process. Their efforts and accomplishments are highly empowering and inspiring; we hope you find that they demonstrate the tremendous impact both firms and individuals can have.

(Illustration by Daniel Hertzberg)