CUSTODIANS Practice Management BNY Mellon | Pershing Fidelity Investments
INDIVIDUAL RIA FIRM LEADERS Chief Executive Officer of the Year Integrated Partners Merit Financial Advisors NewEdge Wealth Chief Marketing Officer of the Year Choreo, LLC Mercer Advisors Robertson Stephens Wealth Management Chief Technology Officer of the Year Mercer Advisors Merit Finanancial Advisors Robertson Stephens
98 99
115 116 117
Thought Leadership Apex Fintech Solutions Fidelity Investments
100 101
118 119 120
Technology Apex Fintech Solutions
102
121 122 123
DISRUPTORS Industry Advisor Circle BridgeFT
104 105
Innovator of the Year Mercer Advisors NewEdge Advisors
124 125
Technology BridgeFT Guardian Mineral Management & Consulting Orion Advisor Solutions
106 107 108
M&A Leader of the Year Carson Group Mercer Advisors Merit Financial Advisors Thought Leader of the Year Carson Group Mercer Advisors
126 127 128
129 130
FAMILY OFFICES
Thought Leadership Bank of America
110
Thought Leadership Key Private Bank (KPB) NewEdge Wealth Rockefeller Global Family Office
111 112 113
INDUSTRY RESEARCH PROVIDERS The American College of Financial Services The American College of Financial Services
132 133
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