For the eleventh year this September, WealthManagement.com will honor the best companies, people and organizations supporting financial advisor success at its annual Industry Awards, “The Wealthies.”
This year’s winners, chosen by an independent panel of judges from among nearly 300 finalists, will be announced on Sept. 4th at a black-tie gala at Cipriani 42nd Street in New York City.
View the full list of finalists
A record-breaking number of nominations were submitted for the 11th Annual Industry Awards—1,209 entries from more than 400 companies. Nearly 300 organizations were selected as finalists in one or more of the firm or individual categories in this year’s awards program.
In 2025, 120 unique companies distinguished themselves with multiple finalist submissions, showcasing their excellence across various aspects of wealth management. The firms with the most multiple finalist nominations include: Advyzon (8); Orion (8); CAIS (6); Holistiplan (6); SS&C (6); Wealth.com (6); Callan Family Office (4); Cambridge Investment Research (4); Catchlight (4); Envestnet (4); Fidelity Investments (4); Osaic (4); Research Affiliates (4); SEI (4); Trust & Will (4); Vanilla (4); and Zeplyn (4).
This year’s awards feature over a dozen new categories that reflect the latest industry trends and developments. As AI transforms advisor technology, new categories recognize innovations in AI-driven marketing, meeting assistance and automated workflows. The awards also honor initiatives that are revolutionizing operational aspects of wealth management through data management and outsourcing platforms.
With aging demographics and potential tax law changes, estate planning received dedicated categories, including implementation, technology, services and thought leadership. The growing ecosystem supporting advisors is celebrated with new categories for professional service providers and their executives. Additionally, the awards recognize innovation in podcasts.
“The introduction of these new categories reflects our commitment to recognizing excellence across the full spectrum of wealth management,” said said David Armstrong, director of editorial strategy and operations for WealthManagement.com. “From AI innovations to next-generation advisor development, these categories highlight the areas where our industry is making significant strides forward.”
A panel of independent judges, made up of top names in the industry and led by Armstrong, chose the finalists and will determine the winners. The gala will follow an afternoon of panel discussions and networking events among C-level executives from finalist firms at the Convene 360 Madison Avenue meeting space and event venue in Midtown Manhattan.
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