2024awards

• Upmarket

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

WSR Names CAIS, Freestone Capital Management And Opto Investments As Alternative Investments Firms Of The Year

By Michael Madden

/ 29 Jan 2024

• Upmarket

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

WSR Names Choreo, Facet And Hightower Advisors As Private-Equity Backed Firms Of The Year

By Michael Madden

/ 29 Jan 2024

• Upmarket

Wealthtech Firm Of The Year: Kwanti, StratiFi And Vestmark

Kwanti, StratiFi And Vestmark Win For Wealthtech Firm Of The Year

By Chris Latham

/ 29 Jan 2024

• Upmarket

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

WSR Names Miracle Mile, Signature Estate & Investment Advisors And Sowell Management As Fee-Based RIAs Of The Year

By James Miller

/ 29 Jan 2024

• Upmarket

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

WSR Names Householder Group, NewEdge Advisors And Steward Partners As Hybrid RIAs Of The Year

By James Miller

/ 29 Jan 2024

• Upmarket

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

COMPLY, MarketCounsel And Smarsh Win For Compliance Solutions Provider Of The Year

By Chris Latham

/ 29 Jan 2024

• Upmarket

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

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

By Chris Latham

/ 29 Jan 2024

• Upmarket

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

AuguStar Financial, Highland Capital Brokerage And Pacific Life Win For Insurance & Annuities Solutions Provider Of The Year

By Chris Latham

/ 29 Jan 2024