Browse by Wealthies Award Category
- All
- 401(K)–Retirement Plan Support Services
- Asset Managers
- Broker/Dealers > 1,000 Advisors
- Broker/Dealers
- Broker/Dealers < 1,000 Advisors
- Compliance/Law Firms
- Custodians
- Custodians $25B+
- Disruptors
- Family Offices
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- Insurance
- Investment Banks
- Non-Custodial RIA Support Platforms
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- TAMPs
- Technology Providers
- Trusts
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The E-Valuator was created with one goal in mind: to make the lives of investors, advisors, and investment firms as efficient and effective as possible. By analyzing mutual funds and ETFs against their Morningstar benchmark following customized metrics, this analytics software can: Create portfolio accounts… MORE
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DPL Financial Partners is the leading RIA insurance network that brings low-cost, commission-free insurance solutions from a variety of the nation’s top carriers to RIA practices. DPL’s mission is to create a marketplace of no-load insurance products that enables RIAs… MORE
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DeVoe & Company is a goal-based consulting firm and investment bank focused exclusively on guiding wealth management companies to a higher level of success. The firm provides consulting, M&A and valuation services to help RIAs… MORE
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FP Transitions is the nation’s leading business consulting firm dedicated to wealth managers and independent financial advisors. With a full-service, concierge approach to supporting advisors during key points in their lifecycle, our comprehensive, coordinated, and customized solutions enable financial services businesses to achieve long-term, sustainable growth. Our team of 40 includes… MORE
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Orion Advisor Tech (“Orion”) is the premier portfolio management technology provider for registered investment advisors. Since their creation in 1999, Orion has evolved with the needs of advisors, offering technology and solutions to grow their businesses with greater efficiencies and a… MORE
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