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2024 Firm Winners

Investment Management: Investment data/analytics

Financial Planning: Financial planning

Consultants

Operations: Compliance

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2024 Individual Winners

Aguilar, Omar Schwab Asset Management

Asset Managers

Barton, David Mercer Advisors

RIAs: More Than $10 Billion AUM/AUA

Craffen, Stephen Wealth Enhancement Group

RIAs: More Than $10 Billion AUM/AUA

Crosby, Daniel Orion

Operations

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Featured Stories

Ultra-Wealthy Clients Boost Investments Amid Trump Turmoil

Mercer Advisors Expands Held-Away Account Services With Pontera's Support

Schwab Takes Minority Stake in Wealth.com

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