Upmarket Deal Of The Year: Mega, Large, Upper-Mid-Sized, Mid-Sized And Boutique Advisor Group Wins For Mega Deal, Mariner Wealth Advisors Wins For Large Deal, Creative Planning Wins For Upper-Mid-Sized Deal, Perigon Wealth Management Wins For Mid-Sized Deal And SageView Advisory Group Wins For Boutique Deal By Chris Latham / 6 Dec 2022
Upmarket Family Office Of The Year: Fiduciary Trust, Angeles And Intercontinental Fiduciary Trust International, Angeles Wealth Management And Intercontinental Wealth Advisors Win For Family Office Of The Year By Chris Latham / 6 Dec 2022
Upmarket Practice Management Platform Of The Year: LaSalle St. Securities, Wealthcare And FP Transitions LaSalle St. Securities, Wealthcare And FP Transitions Win For Practice Management Of The Year By Chris Latham / 6 Dec 2022
Upmarket Retirement Plan Advisory Firm Of The Year: Merit, SageView And HUB Merit Financial Advisors, SageView Advisory Group And HUB International Win For Retirement Plan Advisory Firm Of The Year By Chris Latham / 6 Dec 2022
Upmarket Person Of The Year: Dan Arnold Dan Arnold, President And CEO Of LPL Financial, Wins For Person Of The Year By Chris Latham / 6 Dec 2022
