Meet the 2023 LUMINARIES Winners

We recognized this year's winners at our third annual gala, held Tuesday at Gotham Hall in New York.

We’re pleased to present the third group of LUMINARIES winners. Our Class of 2023 standouts are being honored for the dynamic and inclusive ways they are driving the wealth management, investment and retirement industry forward.

These individuals and organizations have shown they are producing meaningful, innovative and replicable results in the areas that matter most to advisors: Community Impact; Executive Leadership; Innovation; and Thought Leadership. 

The Class of 2023 LUMINARIES winners were selected by a distinguished and diverse panel of judges from across the advice industry, as well by our editorial team. Their stories are being told in print and online via features, interviews and other coverage. 

We recognized the winners on stage at the program’s third annual awards dinner, which took place Tuesday at Gotham Hall in New York and included representatives for dozens of broker-dealers, RIAs, retirement-focused firms and financial technology (or fintech) companies.

Many congratulations to this year’s Class of 2023 finalists and winners, and many thanks to all the individuals and firms who participated in this year’s LUMINARIES program.

Sign up to receive LUMINARIES briefing reports here.

Prior to the Nov. 28 gala, the LUMINARIES Class of 2023 Finalists were reviewed by our distinguished and diverse panel of 17 judges from across the advice industry.

Their stories have been featured online this year in profile pieces, interviews and other coverage, which will continue through mid-2024.

Here is the full list of the Class of 2023 LUMINARIES Winners:

Community Impact — Firms

Community Impact — Individuals

Executive Leadership — Firms

Executive Leadership — Individuals

Financial & Investment Innovation — Firms

Financial & Investment Innovation — Individuals 

Thought Leadership — Firms

Thought Leadership — Individuals

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