The list includes some of wealth management’s most exciting, innovative, and influential companies and individuals.

By Holly Deaton, RIA Intel

RIA Intel is pleased to announce the finalists for the 2023 RIA Intel Awards.

Finalists were chosen from a diverse and talented pool of candidates and represent the best in the industry. They include big and small RIAs that are on the leading edge in the industry, as well as the most innovative technology firms that are changing the face of wealth management.

Categories include Industry Advocate of the Year, CIO of the Year, and Advisor of the Year, among others. Winners will be honored in person on June 7, 2023 at an awards dinner at the Four Seasons Hotel in Boston.

See the full list of finalists.