We’re honored to announce the winners of the 2024 annual RIA Intel Awards, a celebration of excellence in the asset management industry honoring financial advisors, wealth management firms, and industry leaders.
The winners were honored tonight at a banquet at the Four Seasons Hotel in Boston. The awards, hosted in partnership with RIA Intel and the RIA Institute, were created to recognize the importance of wealth management and advisory as a growing and influential force within asset management.
In addition to the awards, and in recognition of fresh and diverse talents who have displayed exceptional growth, expertise, and potential, RIA Intel and the RIA Institute also honored eleven rising stars who we believe represent the future of wealth management.
A full list of the winners and the rising stars can be found below. Click here to view this year’s other finalists.
Alternatives Asset Manager of the Year
- Ares Management
Asset Manager of the Year (Non-Alternatives)
- PIMCO
CEO of the Year
- Mike LaMena, Wealthspire Advisors
CIO of the Year
- Cameron Dawson, NewEdge Wealth
Client Advocate of the Year
- Christine Lucero, Satovsky Asset Management
Industry Advocate of the Year
- Elizabeth Miller, Summit Place Financial Advisors
Most Innovative Technology of the Year
- Testimonial iQ
Retirement Plan Advisor of the Year
- Leah Sylvester, Shepherd Financial
RIA of the Year (Under $1 Billion in AUM)
- Verum Partners
RIA of the Year (Between $1 Billion and $10 Billion in AUM)
- Angeles Wealth Management
RIA of the Year (Over $10 Billion in AUM)
- Cresset Capital
Rising Stars
- Mark Barrientos, Retirement Plan Consultant, Mariner Wealth Advisors
- Erin Christy, Director, Wealth Management, Choreo
- Crystal Cox, Senior Vice President, Wealthspire Advisors
- Shane Fox, Founder and Managing Partner, Ausperity Private Wealth
- Nate Hoskin, Founder, Hoskin Capital and Co-founder, N2 Content Marketing
- Keith Huber, Financial Advisor, OneDigital
- Kaitlyn Laney, Financial Advisor, Trek Wealth Solutions
- Aaron Marks, Chief Strategy Officer, Amplius Wealth Advisors
- Neal McGrath, Managing Director and Partner, Carson Wealth
- Nick Meyer, Founder, N2 Content Marketing
- Becky Rang, Wealth Advisor, Avitas Wealth Management