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The leaders who’ve made an impact.

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

 

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Congratulations, 2019 winners!

Best-in-Retirement Business IMPACT Award™

PCS Retirement, LLC

2019 Best-in-Retirement Business IMPACT Award™ Winner

It started with a clear understanding of what they’d never do. No fund restrictions, no pay to play, no conflicts, no hidden agendas. Before they founded PCS Retirement in 2001, Chief Executive Officer Mark Klein and his partners knew that they wanted to build a new...

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Pacesetter IMPACT Award™

AdvicePeriod

2019 Pacesetter IMPACT Award™ Winner

From its inception, AdvicePeriod was an opportunity to do something completely different. Founding principals Steve Lockshin, Larry Miles, and Jonathan Straub had worked together for more than 15 years across multiple financial institutions. By 2013, the three had grown...

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Best-in-Business IMPACT Award™

Sequoia Financial Group, LLC

2019 Best-in-Business IMPACT Award™ Winner

Tom Haught knew that he wanted to make comprehensive financial planning the centerpiece of the client experience when he founded Sequoia Financial Group. So he jumped in—“feet first, without any clients, to try to build that type of business,” he says. Nearly...

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Trailblazer IMPACT Award™

Moisand Fitzgerald Tamayo, LLC

2019 Trailblazer IMPACT Award™ Winner

The founders of the Orlando-based firm Moisand Fitzgerald Tamayo (MFT) shared a mission before they ever formalized their partnership on paper. They wanted to do more than serve clients: They wanted to do so in a way that set a tone for their peers across the financial-planning...

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Past winners.

2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008

JMG Financial Group

Best-in-Business IMPACT Award™

Fiduciary Investment Advisors

Best-in-Retirement Business IMPACT Award™

Rebalance

Pacesetter IMPACT Award™

The Colony Group

Trailblazer IMPACT Award™

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.

IMPACT Award winners are selected by a panel of prominent leaders from both the business world and the financial services industry.

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