They’ve earned it.

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

 

Nominations are now closed.
Winners will be notified in September and announced at IMPACT® 2018 in Washington, D.C.

Best-in-Business IMPACT Award™

Best-in-Business IMPACT Award™

This award recognizes an independent investment advisory firm that has been in business for 10 or more years and has elevated business management to new levels of excellence and achieved exceptional business results. The firm should also demonstrate how it has integrated technology to extend the reach, responsiveness, and growth of its business—and safeguard client assets and information.

The award includes a $15,000 donation to a charity designated by the winning firm.

Show More

This award recognizes an independent investment advisory firm that has been in business for 10 or more years and has elevated business management to new levels of excellence and achieved exceptional business results. The firm should also demonstrate how it has integrated technology to extend the reach, responsiveness, and growth of its business—and safeguard client assets and information.

The award includes a $15,000 donation to a charity designated by the winning firm.

Heritage Financial Services, LLC

Winner of the 2017 Best-in-Business IMPACT Award™

Best-in-Retirement Business IMPACT Award™

Best-in-Retirement Business IMPACT Award™

This award recognizes an independent retirement plan provider, including an independent recordkeeper or advisor focusing on retirement plans, who understands the unique needs of plan sponsors and/or participants and has developed an innovative approach to serving them. The firm demonstrates:

 

  • Leadership in the retirement industry
  • Extraordinary work that has contributed to serving the industry, plan sponsors, participants, or the community
  • Competence and integrity in retirement
  • Business management elevated to new standards of excellence and achievement of exceptional business results
  • Integrated technology to extend reach and provide efficiency within the firm and for clients

 

The award includes a $15,000 donation to a charity designated by the winning firm.

 

Show More

This award recognizes an independent retirement plan provider, including an independent recordkeeper or advisor focusing on retirement plans, who understands the unique needs of plan sponsors and/or participants and has developed an innovative approach to serving them. The firm demonstrates:

 

  • Leadership in the retirement industry
  • Extraordinary work that has contributed to serving the industry, plan sponsors, participants, or the community
  • Competence and integrity in retirement
  • Business management elevated to new standards of excellence and achievement of exceptional business results
  • Integrated technology to extend reach and provide efficiency within the firm and for clients

 

The award includes a $15,000 donation to a charity designated by the winning firm.

 

ABG Retirement Plan Services

Winner of the 2017 Best-in-Retirement Business IMPACT Award™

Pacesetter IMPACT Award™

Pacesetter IMPACT Award™

Created to pay tribute to our industry’s leaders of the future, this award is for an independent investment advisory firm in business for 10 or fewer years that has shown initiative, growth, and promise. The firm should also demonstrate how it has integrated technology to extend the reach, responsiveness, and growth of its business.

The award includes a $15,000 donation to a charity designated by the firm.

Show More

Created to pay tribute to our industry’s leaders of the future, this award is for an independent investment advisory firm in business for 10 or fewer years that has shown initiative, growth, and promise. The firm should also demonstrate how it has integrated technology to extend the reach, responsiveness, and growth of its business.

The award includes a $15,000 donation to a charity designated by the firm.

Gurtin Municipal Bond Management

Winner of the 2017 Pacesetter IMPACT Award™

Trailblazer IMPACT Award™

Trailblazer IMPACT Award™

The independent investment advisor industry owes its tremendous success to trailblazing leaders—firms that combine an entrepreneurial spirit with a drive to advance the industry’s interests. In the face of a challenging regulatory environment and an ever-changing competitive landscape, RIAs continue to forge new ground.

This award honors a firm that is helping the industry reach new heights, either through special initiatives or simply as a result of the passion and commitment that it brings to its business every day. This could be demonstrated by a firm that has done one or more of the following:

  • Focused on understanding the unique needs of a specific client segment and developed an innovative approach to serving them (i.e., a new business model or strategic plan)
  • Made a difference in the community through programs to educate new audiences about financial planning
  • Helped shape the industry’s future through advocacy efforts in Washington or involvement with industry associations
  • Made strides in attracting and cultivating the RIA industry’s next generation of talent

 

The award includes a $15,000 donation to a charity designated by the firm.

Show More

The independent investment advisor industry owes its tremendous success to trailblazing leaders—firms that combine an entrepreneurial spirit with a drive to advance the industry’s interests. In the face of a challenging regulatory environment and an ever-changing competitive landscape, RIAs continue to forge new ground.

This award honors a firm that is helping the industry reach new heights, either through special initiatives or simply as a result of the passion and commitment that it brings to its business every day. This could be demonstrated by a firm that has done one or more of the following:

  • Focused on understanding the unique needs of a specific client segment and developed an innovative approach to serving them (i.e., a new business model or strategic plan)
  • Made a difference in the community through programs to educate new audiences about financial planning
  • Helped shape the industry’s future through advocacy efforts in Washington or involvement with industry associations
  • Made strides in attracting and cultivating the RIA industry’s next generation of talent

 

The award includes a $15,000 donation to a charity designated by the firm.

Mainstay Capital Management, LLC

Winner of the 2017 Trailblazer IMPACT Award™

Past winners.

2016
2015
2014
2013
2012
2011
2010
2009
2008

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