Wealth Solutions Report Awards

WSR Honors M&A 5 – Top Wealth Management M&A Professionals

WSR Names Top Private Equity And Capital Growth Partners To CAP 5

WSR Honors IMAGE 5: Top Wealth Management Agency Storytellers

WSR Names CMO 5 – Top Wealth Management CMOs

WSR Names FAR 10 – Top Financial Advisor Recruiters

WSR Honors PRO 4: Top Wealth Management Professional Services Firms

WSR Names CFO 5 – Top Wealth Management CFOs

WSR Pathfinder Awards – Top Women Industry Leaders Of 2025

WSR Pathfinder Awards – Top Black Industry Leaders Of 2025

WSR Names The CIO 5: Top Wealth Management CIOs

WSR Announces IS 5: Top Investment Solutions Platform Leaders

WSR Honors The COO 5: Top Wealth Management COOs Of 2024

WSR Names 2024 Top Wealth Management Distribution Strategists (DS 5)

WSR Names 2024 Top Wealth Management Storytellers To IMAGE 10

WSR Names Top Private Equity And Capital Growth Partners To CAP 5

WSR Pathfinder Awards – Top Hispanic Industry Leaders Of 2024

WSR Names M&A 5: Top Wealth Management M&A Professionals

WSR Names PRO 5: Top Wealth Management Professional Services Firms

WSR Honors CMO 10 – Top Wealth Management CMOs

WSR Honors Inaugural FAR 10 – Top Financial Advisor Recruiters

WSR Honors Inaugural NEXT 5 – Top Next Gen Wealth Management Leaders

WSR Pathfinder Awards – Top AAPI Industry Leaders Of 2024

WSR Honors Second Annual CFO 5 – Top Wealth Management CFOs

WSR Honors The CIO 5: Top Wealth Management CIOs

WSR Pathfinder Awards – Top Women Industry Leaders Of 2024

WSR Pathfinder Awards – Top Black Industry Leaders Of 2024

Natalie Wolfsen: WSR Wealth Exemplar Awards Person Of the Year

WSR Announces Second Annual Wealth Exemplar Awards

CEO Of the Year: Adam Malamed Of Sanctuary Wealth

Deal Of The Year: Cetera, Creative Planning And Osaic

Asset Management Platform Of The Year: Envestnet | PMC, GeoWealth And Orion

Wealth Management Enterprise Of The Year: Dynasty, Kestra And Osaic

Family Office Of The Year: Caprock, Corient Private Wealth And Crescent Grove Advisors

Practice Management Solutions Provider Of The Year: Atria, CapIntel, F2 Strategy And FMG

Alternative Investments Firm Of The Year: CAIS, Freestone And Opto

Private Equity-Backed Firm Of The Year: Choreo, Facet And Hightower

Wealthtech Firm Of The Year: Kwanti, StratiFi And Vestmark

Fee-Based RIA Of The Year: Miracle Mile, SEIA And Sowell Management

Hybrid RIA Of The Year: Householder Group, NewEdge And Steward Partners

Compliance Solutions Provider Of The Year: COMPLY, MarketCounsel And Smarsh

Retirement Plan & Income Solutions Provider Of The Year: American Trust Retirement, Integrated Partners And Sound Income Group

Insurance & Annuities Solutions Provider Of The Year: AuguStar, Highland And Pacific Life

WSR Honors The COO 5: Top Wealth Management COOs

WSR Pathfinder Awards – Top Hispanic Industry Leaders Of 2023

WSR Names M&A 5: Top Wealth Management M&A Investment Bankers

WSR Names PRO 10: Top Wealth Management Professional Services Firms

WSR Recognizes CMO 10: Top Wealth Management CMOs

IMAGE 10: Top 10 Wealth Management Marketing & Communications Agencies

WSR Pathfinder Awards – Top AAPI Industry Leaders Of 2023

WSR Names CFO 5 – Top Wealth Management CFOs

WSR Pathfinder Awards – Top Women Industry Leaders Of 2023

WSR Recognizes IS 5 – Top Investment Solutions Platform Leaders

WSR Pathfinder Awards – Top Black Industry Leaders Of 2023

WSR Pathfinder Awards – Top Black Rising Stars Of The Year

WSR Recognizes Top 5 FA Recruiting Firms

WSR Announces Inaugural Wealth Exemplar Awards

Retirement Income Solutions Provider Of The Year: Sound Income Group, IncomeConductor And Retirement Income Solutions

Private Equity-Backed Firm Of The Year: Hightower, Kestra And Stratos

Hybrid RIA Of The Year: AmeriFlex, TAG Advisors And Integrated Partners

Fee-Based RIA Of The Year: Robertson Stephens, Bogart And Coldstream

Asset Manager Platform Of The Year: AssetMark, FusionIQ And GeoWealth

Alternative Investments Platform Of The Year: CAIS, Crystal Capital And iCapital

Wealthtech Firm Of The Year: Docupace, Snappy Kraken And Advyzon

Deal Of The Year: Mega, Large, Upper-Mid-Sized, Mid-Sized And Boutique

Family Office Of The Year: Fiduciary Trust, Angeles And Intercontinental

Practice Management Platform Of The Year: LaSalle St. Securities, Wealthcare And FP Transitions

Retirement Plan Advisory Firm Of The Year: Merit, SageView And HUB

Person Of The Year: Dan Arnold

WSR Pathfinder Awards – Hispanic Top Industry Leaders

WSR Pathfinder Awards – AAPI Top Industry Leaders

WSR Names Commonwealth’s Peggy Ho Woman General Counsel of the Year

WSR Names Susan Theder Woman CXO of the Year

WSR Pathfinder Awards – Top Women COOs in Wealth Management

WSR Pathfinder Awards – Top Women Rising Stars

WSR Pathfinder Awards – Top Women Leaders in Wealth Management

WSR Pathfinder Awards – Top Women CMOs in Wealth Management

WSR Pathfinder Awards – Top Women Dealmakers in Wealth Management

WSR Pathfinder Awards – Top Black Leaders in Wealth Management