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Individual RIA Firm Leaders

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Member Circle
AdvicePeriod is reinventing wealth management. Focused on what really matters to clients, AdvicePeriod combines actionable financial and estate planning advice with objective investment guidance. The firm’s partners have a history of pioneering wealth management and developing many of the services… MORE
Founded in 1997 in Raleigh, North Carolina,CAPTRUST CAPTRUST is an independent registered investment advisor with more than 650 employees nationwide and $368 billion in client assets under advisement (as of December 31, 2019). An employee-owned firm, CAPTRUST provides investment advisory services to retirement plan fiduciaries… MORE
Carson Group serves financial advisors and investors through its businesses including Carson Wealth, Carson Coaching, and Carson Partners. The family of companies offers coaching and partnership services to advisor firms – and straightforward financial advice to the investing public… MORE
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors – not just the wealthy – deserve access to personalized… MORE
With a caring staff empowered to deliver personal, innovative support, Sigma Financial Corporation partners with financial advisors committed to enhancing their clients’ experience in an ethical, trustworthy manner. We provide comprehensive financial planning tools, solutions, and services supporting our representatives’ efforts in guiding their… MORE
Finalists
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Member Circle
Founded in 1997 in Raleigh, North Carolina,CAPTRUST CAPTRUST is an independent registered investment advisor with more than 650 employees nationwide and $368 billion in client assets under advisement (as of December 31, 2019). An employee-owned firm, CAPTRUST provides investment advisory services to retirement plan fiduciaries… MORE
Carson Group serves financial advisors and investors through its businesses including Carson Wealth, Carson Coaching, and Carson Partners. The family of companies offers coaching and partnership services to advisor firms – and straightforward financial advice to the investing public… MORE
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors – not just the wealthy – deserve access to personalized… MORE
With a caring staff empowered to deliver personal, innovative support, Sigma Financial Corporation partners with financial advisors committed to enhancing their clients’ experience in an ethical, trustworthy manner. We provide comprehensive financial planning tools, solutions, and services supporting our representatives’ efforts in guiding their… MORE
Finalists
Companyimage_hfiltercompany_name_hfilterpremium_button_hfilter
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Member Circle
AdvicePeriod is reinventing wealth management. Focused on what really matters to clients, AdvicePeriod combines actionable financial and estate planning advice with objective investment guidance. The firm’s partners have a history of pioneering wealth management and developing many of the services… MORE
Carson Group serves financial advisors and investors through its businesses including Carson Wealth, Carson Coaching, and Carson Partners. The family of companies offers coaching and partnership services to advisor firms – and straightforward financial advice to the investing public… MORE
Finalists
Companyimage_hfiltercompany_name_hfilterpremium_button_hfilter
image_hfilterpremium_button_hfilter
Member Circle
Founded in 1997 in Raleigh, North Carolina,CAPTRUST CAPTRUST is an independent registered investment advisor with more than 650 employees nationwide and $368 billion in client assets under advisement (as of December 31, 2019). An employee-owned firm, CAPTRUST provides investment advisory services to retirement plan fiduciaries… MORE
Finalists
Companyimage_hfiltercompany_name_hfilterpremium_button_hfilter
image_hfilterpremium_button_hfilter
Member Circle
AdvicePeriod is reinventing wealth management. Focused on what really matters to clients, AdvicePeriod combines actionable financial and estate planning advice with objective investment guidance. The firm’s partners have a history of pioneering wealth management and developing many of the services… MORE
Carson Group serves financial advisors and investors through its businesses including Carson Wealth, Carson Coaching, and Carson Partners. The family of companies offers coaching and partnership services to advisor firms – and straightforward financial advice to the investing public… MORE
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors – not just the wealthy – deserve access to personalized… MORE
Finalists
Companyimage_hfiltercompany_name_hfilterpremium_button_hfilter
image_hfilterpremium_button_hfilter

Member Circle
AdvicePeriod is reinventing wealth management. Focused on what really matters to clients, AdvicePeriod combines actionable financial and estate planning advice with objective investment guidance. The firm’s partners have a history of pioneering wealth management and developing many of the services… MORE
Founded in 1997 in Raleigh, North Carolina,CAPTRUST CAPTRUST is an independent registered investment advisor with more than 650 employees nationwide and $368 billion in client assets under advisement (as of December 31, 2019). An employee-owned firm, CAPTRUST provides investment advisory services to retirement plan fiduciaries… MORE
Carson Group serves financial advisors and investors through its businesses including Carson Wealth, Carson Coaching, and Carson Partners. The family of companies offers coaching and partnership services to advisor firms – and straightforward financial advice to the investing public… MORE
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors – not just the wealthy – deserve access to personalized… MORE
With a caring staff empowered to deliver personal, innovative support, Sigma Financial Corporation partners with financial advisors committed to enhancing their clients’ experience in an ethical, trustworthy manner. We provide comprehensive financial planning tools, solutions, and services supporting our representatives’ efforts in guiding their… MORE
Finalists
Companyimage_hfiltercompany_name_hfilterpremium_button_hfilter
image_hfilterpremium_button_hfilter

Member Circle
Founded in 1997 in Raleigh, North Carolina,CAPTRUST CAPTRUST is an independent registered investment advisor with more than 650 employees nationwide and $368 billion in client assets under advisement (as of December 31, 2019). An employee-owned firm, CAPTRUST provides investment advisory services to retirement plan fiduciaries… MORE
Carson Group serves financial advisors and investors through its businesses including Carson Wealth, Carson Coaching, and Carson Partners. The family of companies offers coaching and partnership services to advisor firms – and straightforward financial advice to the investing public… MORE
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors – not just the wealthy – deserve access to personalized… MORE
With a caring staff empowered to deliver personal, innovative support, Sigma Financial Corporation partners with financial advisors committed to enhancing their clients’ experience in an ethical, trustworthy manner. We provide comprehensive financial planning tools, solutions, and services supporting our representatives’ efforts in guiding their… MORE
Finalists
Companyimage_hfiltercompany_name_hfilterpremium_button_hfilter
image_hfilterpremium_button_hfilter

Member Circle
AdvicePeriod is reinventing wealth management. Focused on what really matters to clients, AdvicePeriod combines actionable financial and estate planning advice with objective investment guidance. The firm’s partners have a history of pioneering wealth management and developing many of the services… MORE
Carson Group serves financial advisors and investors through its businesses including Carson Wealth, Carson Coaching, and Carson Partners. The family of companies offers coaching and partnership services to advisor firms – and straightforward financial advice to the investing public… MORE
Finalists
Companyimage_hfiltercompany_name_hfilterpremium_button_hfilter
image_hfilterpremium_button_hfilter

Member Circle
Founded in 1997 in Raleigh, North Carolina,CAPTRUST CAPTRUST is an independent registered investment advisor with more than 650 employees nationwide and $368 billion in client assets under advisement (as of December 31, 2019). An employee-owned firm, CAPTRUST provides investment advisory services to retirement plan fiduciaries… MORE
Finalists
Companyimage_hfiltercompany_name_hfilterpremium_button_hfilter
image_hfilterpremium_button_hfilter

Member Circle
AdvicePeriod is reinventing wealth management. Focused on what really matters to clients, AdvicePeriod combines actionable financial and estate planning advice with objective investment guidance. The firm’s partners have a history of pioneering wealth management and developing many of the services… MORE
Carson Group serves financial advisors and investors through its businesses including Carson Wealth, Carson Coaching, and Carson Partners. The family of companies offers coaching and partnership services to advisor firms – and straightforward financial advice to the investing public… MORE
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors – not just the wealthy – deserve access to personalized… MORE
Finalists
Companyimage_hfiltercompany_name_hfilterpremium_button_hfilter
image_hfilterpremium_button_hfilter

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