RightSize Solutions is honored to be selected as a finalist in the RIA Intel inaugural awards for Most Innovative Technology of the Year
/RIA Intel is pleased to announce the finalists for the inaugural RIA Intel Awards. The group is representative of a growing and innovative industry that is overflowing with talent and great minds.
The volume and quality of the nominations submitted far exceeded anything we anticipated — a testament to the industry’s interest in recognizing truly distinguished difference-makers.
Among the finalists are well-known — and lesser-known but equally deserving — advisors and executives. There are RIAs big and small, like Creative Planning and Schmidt Financial Group, and some on the leading edge in the industry, like Revere and FP Alpha.
RIA Intel is also proud to honor its first cohort of rising stars in the industry, which includes Kristopher Martin, vice president and wealth advisor at Element Pointe Advisors, and Vanessa Wieliczko, partner and CIO at HoyleCohen and a director at the CFA Society San Diego.
Choosing and Industry Advocate of the Year will be an unenviable challenge. Noel Maye, CEO at Financial Planning Standards Board; Dasarte Yarnway and Emlen Miles-Mattingly, the co-founders of Onyx Advisor Network; and all the other finalists are champions of the industry who deserve thanks.
A full list of the finalists is below.
The winners will be revealed at a gala dinner and ceremony at the Metropolitan Club of New York, September 14, 2022.
RIAs interested in attending can register here, or please contact RIA Institute's Assistant Director and Director of Investor Relations, Bhuvna Doshi (bdoshi@iiforums.com).
Organizations interested in sponsoring the RIA Intel Awards can inquire here, or please contact Isaiah Sanders (isaiah.sanders@institutionalinvestor.com).
Advisor of the Year
Julie Parisio Roy, director of financial planning and wealth manager, Badgley+Phelps Wealth Managers
Jacky Petit-Homme, founding partner and wealth advisor, Liberty One Wealth
Teresa J.W. Bailey, director of development and senior wealth strategist, Waddell & Associates
Alexandra J. Miele, managing director and partner, The Andriole Group
Lauren Oschman, partner and CEO, Vestia Personal Wealth Advisors
Jon Chambers, managing director, SageView Advisory Group
Matt Reiner, CEO and co-founder Benjamin and portfolio manager, Wela Strategies
RIA of the Year Less Than $1 Billion AUM
Kandor Global
Schmidt Financial Group
Manhattan West
Vestia Personal Wealth Advisors
Satovsky Asset Management
Ullmann Wealth Partners
Falcon Wealth Planning
RIA of the Year More Than $1 Billion AUM
Wipfli Financial Advisors
Savant Wealth Management
Edelman Financial Engines
Keebeck Wealth Management
Beacon Pointe Advisors
Merit Financial
Steward Partners Global Advisory
Verdence Capital Advisors
SEIA
MAI Capital Management
Creative Planning
Retirement Plan Advisor of the Year
Innovest
Captrust
NFP
OneDigital
Ayco Personal Financial Management
Pension Consultants Inc.
ProCourse Fiduciary Advisors
Strategic Retirement Partners
RIA Growth Leader of the Year
Cerity Partners
CI Financial
Hightower
Wealth Enhancement Group
Beacon Pointe Advisors
The Colony Group
Focus Financial Partners
Captrust
Rosemont Investment Group
Most Innovative Technology of the Year
Revere
RightSize Solutions
Seeds Investor
Pontera
Altruist
FP Alpha
Venn by Two Sigma
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Addepar
Most Innovative Firm of the Year
Facet Wealth
The Mather Group
Mission Wealth
Savvy
Cresset Asset Management
New RIA of the Year
Callan Family Office
Alexander Legacy Private Wealth
Measure Twice Financial
Out of the Office Planning
CEO of the Year
Ron Carson, founder and CEO, Carson Group
Brent Brodeski, founder and CEO, Savant Wealth Management
Fielding Miller, co-founder and CEO, Captrust
Shannon Eusey, CEO, Beacon Pointe Advisors
Jeff Pierce, principal and CEO, Wipfli Financial Advisors
Rick Kent, founder and CEO, Merit Financial Advisors
Lori Van Dusen, founder and CEO, LVW Advisors
Peter Raimondi, founder and CEO, Dakota Wealth Management
CIO of the Year
Stephanie Link, portfolio manager and chief investment strategist, Hightower
Ben Pace, partner and CIO, Cerity Partners
Phil Huber, CIO, Savant Wealth Management
Donald Calcagni, CIO, Mercer Advisors
Jack Ablin, CIO, Cresset
Stephanie Lang, principal and CIO, Homrich Berg
Shannon Saccocia, CIO, SVB Private
Rising Stars of the Year
Kristopher Martin, vice president and wealth advisor, Element Pointe Advisors
Josh Crawford, vice president of coaching, Matson Money
Marina Shtyrkov, associate director of wealth management, Cerulli Associates
Liv Gagnon, co-founder, Choir
Dan Wanous, business development officer, Thrivent Advisor Network
Arvette Reid, client services director, SEIA
Arynton Hardy, wealth advisor and CEO, Hardy Capital Investments
Vanessa Wieliczko, partner and CIO, HoyleCohen
Sara Wendt, investment advisor, Miracle Mile Advisors
Adam Phillips, partner and managing director of portfolio strategy, EP Wealth Advisors
Industry Advocate of the Year
Noel Maye, CEO, Financial Planning Standards Board
Andres Garcia-Amaya, founder and CEO, Zoe Financial
Carina Diamond, chief experience officer, Dakota Wealth Management
Dasarte Yarnway and Emlen Miles-Mattingly, co-founders, Onyx Advisor Network
Michael Kitces, founder, Nerd’s Eye View
Barry Mulholland, director of the financial planning program, University of Akron
Michelle Wong, founder, Nifty Advisor Support
Allan Boomer, managing partner and CIO, Momentum Advisors
Brittain Prigge, president and head of relationship management, Balentine
Client Advocate of the Year
Ka’Neda N. Bullock, founder and president, Master Plan Investment Group
Lindsey Swanson, founder, Stripper Financial Planning
Jessica Goedtel, owner and financial planner, Pavilion Financial Planning
Brian Portnoy, Joy Lere and Neil Bage, co-founders, Shaping Wealth
Tom Sporkin, managing director of enforcement, CFP Board
René Nourse, founder, Urban Wealth Management
Asset Manager of the Year
Dimensional Fund Advisors
Fidelity Investments
BNY Mellon
Ethic
Charles Schwab
Capital Group
ESG Advocate of the Year
Jay Lipman, co-founder and president, Ethic
Kiley Miller, director of ESG Investment Solutions, Envestnet
Gabe Rissman, co-founder and president, YourStake
Peter Krull, founder, CEO and director of investments, Earth Equity Advisors
Justina Lai, chief impact officer and shareholder, Wetherby Asset Management
Erika Karp, executive managing director and chief impact officer, Pathstone