RIA Intel Awards

Jun 7th 2023
Four Seasons Hotel

Institutional Investor proudly presents the second annual RIA Intel Awards, a celebration of financial advisors, wealth management firms and others who support them. The awards, hosted in partnership with RIA Intel and the RIA Institute, aim to recognize the top performers of this growing and innovative industry that is overflowing with talent and great minds.

Take a look at the event winners from 2022 here.


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Award Nominees

Here Are the Finalists for the 2nd Annual RIA Intel Awards - RIA Intel


Advisor of the Year 2023 

Anderson Lafontant, Director, Miracle Mile Advisors

Ben VerWys, Founder and Senior Financial Advisor, Fiduciary Financial Advisors

Darcy Borella, Wealth Management Advisor, Maia Wealth

Gabriel Shahin, Founder and Principal, Falcon Wealth Planning

Jerry Davidse, CEO, Presilium Private Wealth

Miguel Sosa, Founding Partner, Premia Global Advisors

Thomas C. West, Senior Partner, Signature Estate & Investment Advisors


RIA of the Year (Under $1 Billion AUM) 2023 
Fiduciary Financial Advisors

Grand Wealth Management

Satovsky Asset Management

The Harvest Group

Ullmann Wealth Partners

Vance Wealth

Fairhaven Wealth Management


RIA of the Year (Over $1 billion AUM) 2023 

Beacon Capital Management

Beacon Pointe Advisors

Cerity Partners


Cresset Asset Management

Telemus Capital

SageView Advisory Group

Thrivent Advisor Network


Retirement Plan Advisor of the Year 2023 
Chuck Williams, CEO, Finspire

Jania Stout, Senior Vice President of Retirement and Wealth, OneDigital

Matthew Delaney, Managing Partner, JDH Wealth

Michele T. Sarna, Partner and Managing Director, Beacon Pointe Advisors

Steven Gibson, Principal, Rehmann Financial

Wendy L. Eldridge, Managing Director and Partner, Marcum Wealth

Edward Wagner, Managing Director, SageView Advisory Group


CIO of the Year 2023 
Chris Cook, President and CIO, Beacon Capital Management

Dana D’Auria, Co-CIO and Group President, Envestnet Solutions

Michael McKeown, CIO, Marcum Wealth

Phil Huber, CIO, Savant Wealth Management

Stephanie Lang, Principal and CIO, Homrich Berg

Stephanie Link, Chief Investment Strategist, Hightower Advisors


CEO of the Year 2023 
Andres Garcia-Amaya, CEO, Zoe Financial

JC Abusaid, CEO and President, Halbert Hargrove

Jeff Dekko, CEO, Wealth Enhancement Group

Matthew Liebman, Founding Partner and CEO, Amplius Wealth Advisors

Mike LaMena, CEO, Wealthspire Advisors

Randy Long, Founder and CEO, SageView Advisory Group

Shannon Eusey, CEO, Beacon Pointe Advisors


Client Advocate of the Year 2023 
Kristina Keck, Vice President, Retirement Plan Services, Woodruff Sawyer

Christine Lucero, Head of Private Wealth, CCO, Satovsky Asset Management

Jenna Brazile, Managing Director, Client Advisor, Freestone Capital Management

Kevin Smith, Senior Vice President, Wealthspire Advisors

Lawrence Sprung, Founder and Wealth Advisor, Mitlin Financial

Maria Harrington, Director of Client Service, Operations Specialist, Saratoga Research and Investment Management

Paul Karger, Co-Founder and Managing Partner, TwinFocus Capital Partners


Industry Advocate of the Year 2023 
Barrett Ayers, President and CEO, Adhesion Wealth

Cullen Roche, Founder and CIO, Discipline Funds

Barry Mulholland, Ph.D, Director and Founder, Financial Planning Program at The University of Akron

Jeff Thomas, Northeast Regional Director, Swan Global Investments

Matt Reiner, CEO and Co-Founder, Benjamin

Phil Coniglio, CIO and Chief Information Security Officer, Private Advisor Group

Samuel Adams, CEO and Co-founder, Vert Asset Management

Sonya Dreizler, Co-Founder, Choir


Most Innovative Technology Development 2023 

FP Alpha

Envestnet Data & Analytics

Bento Engine

Zoe Wealth Platform



Asset Manager of the Year 2023 
Unlimited Funds

Avantis Investors

Astoria Portfolio Advisors

Fidelity Investments


PPB Capital Partners

Blue Owl Capital


Rising Star(s) of the Year 2023 
AJ Ayers, Co-Founder, Brooklyn Fi

Emily Platt, Senior Associate, Investments, Wealthspire Advisors

Gabriel Shahin, Founder and Principal, Falcon Wealth Planning

James Pryor, COO and CCO, Doliver Advisors

Karla Ortiz-Flores, Business Intelligence Manager, Market Street Trust Company

Marc Horner, Founder and Wealth Advisor, Fairhaven Wealth Management

Penny Phillips, Co-Founder and President, Journey Strategic Wealth

Ritik Malhotra, CEO and Co-Founder, Savvy Wealth

Shana Orczyk Sissel, Founder and CEO, Banrion Capital Management

Toussaint Bailey, Founder and CEO, Uplifting Capital




Questions about sponsorship:

Flanagan, Judith

Executive Director


RIAs interested in attending, please contact:

Bhuvna Doshi

RIA Institute's Assistant Director and Director of Investor Relations