They’ve earned it.

Our annual IMPACT Awards® honor an elite group of RIA firms for their truly exceptional work.

 

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Congratulations to this year’s winners!

Best-in-Business IMPACT Award™

2018 Best-in-Business IMPACT Award™

JMG Financial Group

Client-first every step of the way In 1984, a group of CPAs founded JMG Financial Group to offer their clients more than accounting services. Clients came to the firm for tax preparation, and then stayed for investment services and broader financial planning. By 1996, JMG had established deep relationships with...

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Best-in-Retirement Business IMPACT Award™

2018 Best-in-Retirement Business IMPACT Award™

Fiduciary Investment Advisors

The true meaning of fiduciary The Fiduciary Investment Advisors (FIA) team first came together at a retail brokerage firm in 1990. After 15 years of growth, mergers, and acquisitions, the team landed at a large international bank where business was great, but the fit didn’t seem right. “In April 2006,...

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Pacesetter IMPACT Award™

2018 Pacesetter IMPACT Award™

Rebalance

Disrupting investment management In the early 2000s, software entrepreneur Mitch Tuchman sold a company and found himself wondering how to invest the proceeds. At the same time, he and his wife had their first child, born with a severe disability that would require full-time care for the rest of his...

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Trailblazer IMPACT Award™

2018 Trailblazer IMPACT Award™

The Colony Group

Evolving strategy, expanding possibilities Excellence through independence has always been at the core of The Colony Group’s mission. One of the oldest independent wealth management firms to come out of the Boston area, The Colony Group was founded in 1986 and built first and foremost on the vision of being...

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Past winners.

2017
2016
2015
2014
2013
2012
2011
2010
2009
2008

Heritage Financial Services, LLC

Best-in-Business IMPACT Award™

ABG Retirement Plan Services

Best-in-Retirement Business IMPACT Award™

Gurtin Municipal Bond Management

Pacesetter IMPACT Award™

Mainstay Capital Management, LLC

Trailblazer IMPACT Award™

SignatureFD

Best-in-Business IMPACT Award™

Sentinel Benefits & Financial Group

Best-in-Retirement Business IMPACT Award™

Allgen Financial Advisors, Inc.

Pacesetter IMPACT Award™

Planning Alternatives

Trailblazer IMPACT Award™

Savant Capital Management

Best-in-Business IMPACT Award™

Conrad Siegel Actuaries

Best-in-Retirement Business IMPACT Award™

Yeske Buie

Trailblazer IMPACT Award™

FJY Financial

Pacesetter IMPACT Award™

Bingham, Osborn & Scarborough, LLC

Best-in-Business IMPACT Award™

Alliance Benefit Group of Minnesota & Kansas

Best-in-Retirement Business IMPACT Award™

Beacon Pointe Advisors

Trailblazer IMPACT Award™

United Capital Financial Advisers, LLC

Pacesetter IMPACT Award™

Evensky & Katz Wealth Management

Trailblazer IMPACT Award™

Homrich Berg

Best-in-Business IMPACT Award™

Paracle Advisors, LLC

Pacesetter IMPACT Award™

Foster Group, Inc.

Best-in-Business IMPACT Award™

Sullivan, Bruyette, Speros & Blayney, Inc.

Trailblazer IMPACT Award™

Glassman Wealth Services

Pacesetter IMPACT Award™

Richard Stone, Private Ocean

Leadership Award

Budros, Ruhlin & Roe, Inc.

Best-in-Business IMPACT Award™

Green Square Capital, LLC

Pacesetter IMPACT Award™

Jane Williams, Sand Hill Global Advisors LLC

Leadership Award

The Colony Group, LLC

Best-in-Business IMPACT Award™

JMG Financial Group, Ltd.

Best-In-Tech Award

Mt. Eden Investment Advisors

Pacesetter IMPACT Award™

Wetherby Asset Management

Best-in-Business IMPACT Award™

Bristlecone Advisors

Best-In-Tech Award

Heritage Wealth Advisors

Pacesetter IMPACT Award™

All Independent Investment Advisors

Charles R. Schwab IMPACT Award

Joan Bavaria, Trillium Asset Management Corp.

Charles R. Schwab IMPACT Award

Litman/Gregory Asset Management, LLC

Best-in-Business IMPACT Award™

Clarfeld Financial Advisors

Best-In-Tech Award

Vista Capital Partners

Pacesetter IMPACT Award™

Meet the judges.

We extend our gratitude to these distinguished business and financial services leaders who selected the 2018 IMPACT Award winners.

Blaine Aikin

Chief Executive Officer, Fi360 and CEFEX

Geoffrey E. Brown

Chief Executive Officer, National Association of Personal Financial Advisors

Julie Littlechild

President, AbsoluteEngagement.com

Kevin Keller

Chief Executive Officer, Certified Financial Planner Board of Standards

Thomas Robinson

President and Chief Executive Officer, AACSB International

Sean Walters

Executive Director and Chief Executive Officer, Investments & Wealth Institute

IMPACT Awards questions?

We’re here to help. If you’re unable to find what you need in our FAQ, please contact us.

 

FAQ