SPECIAL REPORT
BEST IN WEALTH 2023 Celebrating the outstanding organizations and professionals in the wealth industry in Canada and the US
SPECIAL REPORT
BEST IN WEALTH 2023
TABLE OF CONTENTS 3
Introduction
15 Top 40 Under 40 Rising Stars
5
5-Star Advisors
17 Top 50 Advisors
8
5-Star Advisory Teams
19 Top 50 Leading Women in Wealth
9
5-Star Brokerages
21 Top 50 Wholesalers
9
Fastest-Growing RIAs
22 Top Employers
10 Hot List 15 Service Provider Awards
2
23 Top Regional RIAs
GLOBAL BEST IN WEALTH 2023
BEST IN WEALTH 2023 Celebrating the outstanding organizations and professionals in the wealth industry in Canada and the US ALL THROUGHOUT 2023, Key Media’s 30-strong Intelligence Unit researched and produced a series of Special Reports, each showcasing the top-performing wealth professionals and companies across a number of important professional categories.
The Best in Wealth recognises the wealth management award winners from 2023’s Special Reports and features a combined 422 individuals and companies from the sector.
All of our 172 published reports over the past 12 months have already attracted 2.4 million online pageviews, as we’ve crowned 5,044 deserving winners globally.
This prestigious list provides a definitive annual collection of those who have delivered outstanding results, introduced new initiatives, refined existing working practices, and also acted as a source of inspiration to colleagues.
In the process, 300,000 readers across Canada and the US have been sent our surveys. The culmination of all that extensive reporting is our annual Best in Wealth digital edition.
One of 2023’s winners, Sheena Schreiner of Cresco Wealth Management says, “To be recognized among this incredible group of
women as one of the Top 50 Leading Women in Wealth, has been an incredible honour. Women have an important role in wealth management, and this has given me the confidence that I/we belong and we are making a meaningful impact in our client’s lives. I hope that this type of recognition will inspire more women to take that leap and join us.” Fellow Top 50 Leading Women in Wealth winner, Godfroy Financial’s Alynn Godfroy adds, “To be with the amazing calibre of phenomenal advisors in our industry is an absolute honour. I pride myself in teaching everyone that I meet something about
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SPECIAL REPORT
finances, whether it be a client, prospect, family member, or one of the hundreds of people that attend my taxes in retirement and estate planning workshops.” This annual guide was curated and published by Benefits and Pensions Monitor, InvestmentNews, and Wealth Professional Canada.
We also thank the following bodies for their help with our reports: • C anadian Association of Alternative Strategies & Assets
Below is the Best in Wealth 2023. We hope you enjoy discovering those who we believe are shining brightest and building a better future for the wealth industry.
• W omen in Capital Markets • I nvestments & Wealth Institute
SPECIAL REPORTS BY REGION/COUNTRY Asia
6
45
AU
CA
67
NZ
12
UK
13
US
29
HOW WE CHOOSE THE BEST Each year, our research team sends out thousands of surveys to the wealth industry, which it then follows up with phone interviews to find out just who the industry thinks is worthy of recognition. The shortlisted finalists are then put in front of our judging panel to help make a final decision on who to include.
2,357,286
Pageviews of the 'Best In' page
4
216
Surveys we've sent out over the year globally
172
Special Reports we produced over the year globally
GLOBAL BEST IN WEALTH 2023
5-STAR ADVISORS EASTERN CANADA
ONTARIO
Brian Himmelman
Edward Jones Kentville
Christopher Au
Holjevac Financial Group
Christopher Dewdney
Dewdney&Co. Phone: 647 277 1186 Email: christopher@dewdney.ca Website: www.dewdney.ca
Chui Au Family Wealth Management TD Wealth Private Investment Advice
Dan LeBlanc White LeBlanc Wealth Planners iA Private Wealth
Dennis Graves Graves Financial Advisory Group CIBC Wood Gundy
Graham Roy Affinity Financial Group Harbourfront Wealth Management
Kevin Hannay
Hannay Group Wellington-Altus Private Wealth
Thomas Cook
Affinity Financial Group Harbourfront Wealth Management
Wendy Chui
Janet Dawes
JD Wealth Insured
Jason DeJean
The Wealthbuilding Group Harbourfront Wealth Management
Colin White White LeBlanc Wealth Planners iA Private Wealth
Moneystrat Securities
Heather Holjevac
Himmelman & Associates Financial Advisors
Catherine Metzger-Silver
Fraser McKeown
Jason De Thomasis Dillon Garabedian
iA Private Wealth Phone: 905 665 8750 Email: dillon.garabedian@iaprivatewealth.ca Website: www.greatlakeswealth.ca
De Thomas Wealth Management
Jay Nash
NASH Family Wealth Management National Bank Financial
Joe Figliomeni Alex Nayyar
Treegrove Investment Management
KLT Wealth Management Q Wealth Partners
Anthony Gordon
Justin Lim
FiduSure Financial
David Harris
Green Private Wealth Harbourfront Wealth Management
David Little
Blue Oceans Private Wealth iA Private Wealth
Derek Polson
Polson Bourbonniere Derby Wealth Management
LK Wealth Management Echelon Partners
Kerry Rizzo
BlueRidge Private Wealth Harbourfront Wealth Management
Konrad Kopacz
LK Wealth Echelon Wealth Partners
Kris Dureau
Green Private Wealth Harbourfront Wealth Management
TD Wealth Private Investment Advice
Evan Legakis
Retirement Income Group Carte Financial Group
Francine Dick, CFP
Carte Wealth Management
Léony deGraaf Hastings deGraaf Financial Strategies
Martin Grzadka
IG Wealth Management
5
SPECIAL REPORT Michael Capesky
Georges Achkar
Capesky Insurance & Wealth Management
Michael Connon
The McClelland Financial Group Assante Capital Management
Manulife Securities and Diligence Wealth Management
Antoine Niding
Patrimoine Richardson (Richardson Wealth) Phone: 14 821 2951 Email: antoine.niding@richardsonwealth.com Website: https://richardsonwealth.com
Michael Derby
Wilk Grzadka Group IG Wealth Management
Morris Saad
Apex Private Wealth Harbourfront Wealth Management
Dalpé Wealth Partners Richardson Wealth
Joseph Bakish
Polson Bourbonniere Derby Wealth Management iA Private Wealth
Monika Wilk
Jean-Philippe Phaneuf
Bakish Wealth Richardson Wealth
David Poliquin
BGY Services financiers intégrés iA Private Wealth Phone: 1 877 682 5853 ext. 303 Email: dpoliquin@bgy.ca Website: https://bgy.ca Website: www.francoisjulienduffaud.com
Marc Dalpé
Dalpé Wealth Partners Richardson Wealth
Thierry Tremblay
Shinder Tremblay Private Wealth iA Private Wealth
WESTERN CANADA
Naoshad Pockhanawala Amiko Benefit
Paul Bourbonniere
Polson Bourbonniere Derby Wealth Management iA Private Wealth
Rob McClelland
Gene Kim
Summit Private Wealth Mandeville Private Client Phone: 514 852 5053 ext. 300 Email: gkim@mandevillepc.com Website: www.summitpw.com
The McClelland Financial Group Assante Wealth Management
Sadeki Simpson Edward Jones
Wolfgang Klein
The Wolf on Bay Street Canaccord Genuity Wealth Management
QUEBEC
Thane Stenner
Stenner Wealth Partners+ CG Wealth Management Phone: North America Toll-Free | 1 833 STENNER (783 6637) Email: SWP@cgf.com Website: www.StennerWealthPartners.com
Steve Buisson
iA Private Wealth Phone: 418 781 9905 Email: steve.buisson@iagestionprivee.ca Website: buissongestiondepatrimoine.com
Alexandre Tremblay
Manulife Securities Dorval
Chris Anderson
Riverrock Private Wealth Partners Harbourfront Wealth Management Phone: 780 784 0049 Email: canderson@harbourfrontwealth.com Website: www.riverrockprivatewealth.com
Cleo Carin
Richardson Wealth
François-Julien Duffaud
Manulife Securities Phone: 438 501 3075 Email: fj.duffaud@manulifesecurities.ca Website: https://francoisjulienduffaud.com
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Danny Montessi Richardson Wealth
Francis Sabourin
Sabourin Wealth Management Richardson Wealth
Martin Cloutier
Prestige Private Wealth Harbourfront Wealth Management Email: mcloutier@harbourfrontwealth.com Website: www.prestigeprivatewealth.com
GLOBAL BEST IN WEALTH 2023 Dimitri Korolis
Sarah Mulder
Evan Riddell
Shawna Perron
Cresco Wealth Management Wellington-Altus Private Wealth
Scott Starratt
Starratt Wealth Management Canaccord Genuity Wealth Management Phone: 403 508 3844 Email: sstarratt@cgf.com Website: www.StarrattWealth.com
Riddell Private Wealth Management IG Private Wealth Management
Faisal Karmali
Popowich Karmali Advisory Group CIBC Wood Gundy
Graham Plumb Wenbo (Davis) Zhang
Exempt Market Pinnacle Wealth Brokers Phone: (778) 986 1918 Email: davis.zhang@pinnaclewealth.ca Website: www.pinnaclewealth.ca
MOOLA Financial Coaches & Advisors
Jeff Rask
Hemmett Anseeuw & Associates Harbourfront Wealth Management
Perron & Partners Cumberland Private Wealth Management
Thomas Gilman Gilman Deters Private Wealth Harbourfront Wealth Management
Travis Forman Strategic Advisory Harbourfront Wealth Management
GreyWolf Wealth Management Wellington-Altus Private Wealth
Kathryn Sager
Sager Financial Group Canaccord Genuity Wealth Management
Chris Durno Cresco Wealth Management Wellington-Altus Private Wealth
Kelly Ho
Craig Baun
Kevin Dehod
Baun & Pate Investments Wellington-Altus Private Wealth
President and Portfolio Manager CWB Wealth Partners
Darcie Crowe
Lisa Carter
Crowe Private Wealth Canaccord Genuity Wealth Management
David LePoidevin
LePoidevin Group CG Wealth Management
David Popowich
Popowich Karmali Advisory Group CIBC Wood Gundy
Dean Bradshaw
Cresco Wealth Management Wellington-Altus Private Wealth
Debra Wooding The Wooding Group CIBC Wood Gundy
DLD Financial Group
Westmount Wealth Management
Martin Pelletier TriVest Wealth Wellington-Altus Private Wealth
Omar Duric
Wellington-Altus Private Wealth
Peter Szeto
Peter Szeto Investment Group Harbourfront Wealth Management
Rahim Chatur
Mackie Wealth Group Richardson Wealth
Robert Luft
Luft Financial IA Private Wealth
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SPECIAL REPORT
5-STAR ADVISORY TEAMS CANADA
Fox Group, IG Private Wealth Management Fundamental Wealth, Harbourfront Wealth Management
LePoidevin Group, CG Wealth Management
Email: lepoidevingroup@cgf.com Phone: 1 855 643 7073 Website: lepoidevingroup.com
Abbott Wealth Management, Harbourfront Wealth Management Allen Private Wealth Angus Watt Advisory Group, National Bank Financial Bakish Wealth, Richardson Wealth BGY, Services financiers intégrés, iA Private Wealth
George Sakkas - Lambert, Klimis, Sakkas & Marsh, ScotiaMcLeod Gilman Deters Private Wealth, Harbourfront Wealth Management Green Private Wealth, Harbourfront Wealth Management GreyWolf Wealth Management Group, Wellington-Altus Private Wealth
NPW Team, Nour Private Wealth Oakwater Private Wealth Counsel, Harbourfront Wealth Management Orser Neuhaus & Associates, Echelon Wealth Partners Perron & Partners, Cumberland Private Wealth Polson Bourbonniere Derby Wealth Management, iA Private Wealth Popowich Karmali Advisory Group, CIBC Wood Gundy PWM Private Wealth Counsel, iA Private Wealth RapportWealth, Rapport Credit Union
Himmelman & Associates Financial Advisors, Manulife Securities
Richie Feindel Wealth Management, Richardson Wealth
Bridgeport Asset Management
Kelson Financial, Manulife Securities
Riverrock Private Wealth Partners, Harbourfront Wealth Management
Burton Team of Investment Planning Counsel, Investment Planning Counsel
Khajadourian Wealth Management, Richardson Wealth
Rosedale Family Office, Wellington-Altus Private Wealth
Blue Oceans Private Wealth, iA Private Wealth
Clark Financial Advisory Group, Scotia Wealth Management Cresco Wealth Management, Wellington-Altus Private Wealth
8
Generations Financial Solutions, CI Assante Wealth Management
MP Wealth Advisory, Wellington-Altus Private Wealth
Luft Financial, iA Private Wealth McGill Wealth Management, Manulife Securities
Degelman Pruden Group, Wellington-Altus Private Wealth
Miller & Associates Wealth Management, Monarch Wealth Corporation
Fairway Wealth Management, National Bank Financial
MLD Wealth Management, CG Wealth Management
Spire Advisors, CI Assante Wealth Management Stenner Wealth Partners+, CG Wealth Management Stonehaven Family Wealth Partners, Wellington-Altus Private Wealth Strategic Private Wealth Counsel, Harbourfront Wealth Management
GLOBAL BEST IN WEALTH 2023 Tetrault Wealth Advisory Group, CG Wealth Management
IG Private Wealth Management
The CM Group, CIBC Wood Gundy
The Morcom Wealth, Wellington-Altus Private Wealth Management Group
The Kamitakahara Investment Team, CIBC Wood Gundy
The Schmidt Investment Group, CIBC Wood Gundy
TWM Group, iA Private Wealth
The Maggio Group, Scotia Wealth Management
The Wong Group, WellingtonAltus Private Wealth
The McClelland Financial Group, CI Assante Wealth Management
The Wooding Group, CIBC Wood Gundy
Tucker Willson Group, Scotia Wealth Management Vo-Dignard Provost Group, National Bank Financial West Oak Family Office, Wellington-Altus Private Wealth
Tonge McChlery & Associates,
5-STAR BROKERAGES CANADA
Blue Harbour Financial
Richardson Wealth
Harbourfront Wealth Management
Wellington-Altus
iA Private Wealth
Worldsource Wealth Management
Nicola Wealth
Edward Jones
Nour Private Wealth
Phone: (905) 306 8600 Website: www.edwardjones.ca
FASTEST-GROWING RIAs CANADA
Destiny Wealth Partners
Phone: 352 343 2700 Email: truggie@ruggiewealth.com Website: www.ruggiewealth.com
Abound Wealth Management Accretive Wealth Partners Align Impact
Amussen, Hunsaker & Associates (Iron Gate Global Advisors)
Capstone Wealth Advisors
Angeles Wealth Management
CGN Advisors
Apeiron Ria
Circle Wealth Management
Apella Capital
Congress Wealth Management
Arkos Global Advisors
Custos Family Office
Bay Colony Advisory Group
Dakota Wealth
Biechele Royce Advisors
Delap Wealth Advisory
Blue Barn Wealth
Ellevest
BMSS Wesson Wealth Solutions
Elser Financial Planning
Brightside Advisory Partners
EP Wealth Advisors
Canvas Wealth Advisors
Fi3 Financial Advisors
Centered Wealth
9
SPECIAL REPORT Fielder Capital Group
Nia Impact Advisors
Tranquility Partners
Foster Victor Wealth Advisors
Nicholas Hoffman & Company
TRUADVICE
FSM Wealth Advisors
NWK Group
True Wealth Design
Geometric Wealth Advisors
Operose Advisors
Vela Investment Management
Grey Street Capital
Pacific Capital Wealth Advisors
Harbor Advisory
Pathstone Family Office
Walkner Condon Financial Advisors
Hardin Capital Partners
Waypoint Capital Advisors
Harmony Asset Management
Pinnacle Wealth Management Advisory Group
Harpswell Capital Advisors
Prowell Financial Management
Weinberger Asset Management
High Note Wealth
QP Global Family Offices
Winthrop Capital Management
High Probability Advisors
Rainey & Randall Investment Management
JFG Wealth Management Laird Norton Wealth Management
Wealth Management Solutions
Red Door Wealth Management RoseCap Investment Advisors
Life Line Wealth Management
Sachetta
Lindbrook Capital
Sage Mountain Advisors
Madison Wealth Partners
Savant Wealth Management
Mcglone Suttner Wealth Management
Schubert & Company
Moss, Luse & Womble
Smith Shellnut Wilson
NextCapital Advisers (acquired by Goldman Sachs)
The Mather Group
Single Point Partners
HOT LIST Alistair Almeida
CANADA Dawn Jia Gregory Hourigan
Vice President, Head of Canadian Institutional Mackenzie Investments Phone: 647 382 4929 Email: greg.hourigan@ mackenzieinvestments.com Website: mackenzieinvestments.com
10
President, CEO and Chief Investment Officer UBC Investment Management Phone: 604 761 5349 Email: dawn.jia@ubcim.ca Website: ubcim.ca
Aaron Walker-Duncan
Vice President, Board and Communication Services BC Pension Corporation
Executive Director, Business Development and Segment Lead, Asset Owners CIBC Mellon
Andrea Hansen
President Sutton Benefits & Pension
Andrew Kitchen
Partner and Investment Solutions Leader, Canada Mercer
GLOBAL BEST IN WEALTH 2023 Barbara Zvan
Jeff Sommers
Benoit Durocher
Joy Savage
Chief Executive Officer and President University Pension Plan Ontario
Executive Vice President and Chief Economic Strategist Addenda Capital
Brent Wilkins
Partner Blake, Cassels & Graydon
Founding Partner Fuse
JP Girard
SVP, Head of Institutional Sales, Canada CC&L Financial Group
Executive Vice President and Head of GreenShield Insurance GreenShield
Christopher DeSantis
Julien Ranger
SVP, Institutional Investment Services Hillsdale Investment Management
Cindy Marques
Director: Financial Planning and Education Specialist Open Access
Daniel Brosseau Director Letko Brosseau
Darlene Claes-McKinnon Executive Director, Relationship Management CIBC Mellon
Frederick Henes
Associate Director, Health and Group Benefits Willis Towers Watson
Jean Pierre Laporte
Chief Executive Officer INTEGRIS Pension Management
Jeff Alcock
VP, Group Benefit Claim Equitable Life Of Canada
Jeff Anderson
VP, Commercial Risk and Health Solutions Aon
Jeff Kinch
Vice President, TPA Business Development, Group Insurance, Ontario, West and Atlantic Beneva
Partner, Pensions and Benefits Osler, Hoskin & Harcourt
Karen Adams
CEO and President CloudMD
Kevin Martino Vice President Capital Groiup
Kevin O'Connor
National Director, Private Insurance The Janssen Pharmaceutical Companies of Johnson & Johnson
Ramy Rayes
Executive Vice President, Investment Strategy and Risk BCI
Richard Hughes
Co-Founder and CEO Canada's Best Pension Plan
Rick Holinshead
National Vice President, Distribution, Service & Marketing, Group Benefits and Retirement Solutions iA Financial Group (Industrial Alliance)
Shannan Corey
Executive Director Saskatchewan Pension Plan
Sue McNamara
SVP, Fixed Income, Head of Responsible Investing Beutel, Goodman & Company
Sylvain Boulé
CEO and President Montrusco Bolton Investments
Tracey Wong
Laura Nashman
Chief Executive Officer BC Pension Corporation
Vice President, Sales and Consultant Relations Fidelity Canada
Marie-France Amyot
Tracy Zimak
Senior Vice President, Group Benefits and Retirement Savings Desjardins
Maxime Menard
Director Institutional Asset Management Cidel Asset Management
Walter Viguiliouk
CEO and President Jarislowsky Fraser
Managing Director, Sustainable Investing and Private Markets Manulife Investment Management
Michael Perry
Warren Stoddart
Patrick Sullivan, CFA
Wayne Murphy
SVP, Group Solutions Empire Life
Director, Product, Institutional and Retail Picton Mahoney Asset Management
Paula McDonald
Chief Executive Officer Teachers’ Pension Plan of Newfoundland and Labrador
Chief Executive Officer and President Connor, Clark & Lunn Financial Group
Chief Privacy Officer and Senior Manager, Corporate Services The PBAS Group
Zahid Salman
CEO and President GreenShield
11
SPECIAL REPORT Anna N’Jie Konte
UNITED STATES
President and Director of Financial Planning Re-envision
Jesse Hurst Lynn Chen-Zhang
Chief Executive Officer Zhang Financial Phone: 269 385 5888 Email: lynn.chenzhang@zhangfinancial.com Website: www.zhangfinancial.com
Senior Wealth Manager and CEO Impel Wealth Management Phone: 330 800 0182 Email: Jesse.Hurst@ImpelWealth.com Website: www.impelwealth.com
CEO, Wealth and Investment Management Wells Fargo Founder Riverwalk Wealth Advisors Phone: 813 875 2005 Email: matthew.lytell@nm.com Website: www.riverwalkwealthadvisors.nm.com
Chief Executive Officer Presilium Private Wealth Phone: 215 982 4141 Email: jerry@presiliumpw.com Website: www.presiliumpw.com
Chief Growth Officer and Founding Partner Atria Wealth Solutions Email: kevin.beard@atriawealth.com Website: www.atriawealth.com
President Schwab Charitable Phone: 650 703 5268 Email: sc@neibartgroup.com Website: www.schwabcharitable.org
Abby Johnson
Chief Executive Officer Fidelity Investments
Adam Antoniades Chief Executive Officer Cetera Financial Group
Lawrence Calcano
Chairman and CEO iCapital Phone: 650 703 5268 Email: iCapital@neibartgroup.com Website: www.icapital.com
Adam Cross
Managing Director and Advisor AMC Wealth
Andrew J. McMahon
CEO, President, and Board Director Guardian Life Insurance
Hugh Meyer
Director, Private Wealth Highline Wealth Partners Phone: 310 994 4027 Email: hmeyer@hihglinewp.com Website: www.highlinewp.com
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Berta Aldrich
President Berta Aldrich Consulting
Bill Crager
Co-Founder and CEO Envestnet
Sam Kang
Kevin Beard
Partner Hightower Wealth Advisor | St. Louis
Barry Sommers Matthew Lytell
Jerry Davidse
Barbara Archer, MBA, CFP, AEP, CPRC
Andrew Krei
Bob Oros
Chairman and CEO Hightower Advisors
Bradley Rosen Owner and President Longevity Financial
Carin Pai
Executive Vice President, Head of Portfolio Management, and Head of Equity Strategy Fiduciary Trust International
Charles Lowrey Chairman and CEO Prudential Financial
Chloe Wohlforth
Partner and Wealth Advisor Angeles Wealth Management
Chris Paulitz
Head of Strategic Initiatives Financial Services Institute
Co-Chief Investment Officer Crescent Grove Advisors and Barrett Upton Capital Partners
Christen Ginter
Ann Alsina
Dan Arnold
Founder and Principal CovingtonAlsina
Financial Advisor Thrivent
Chief Executive Officer and President LPL Financial
GLOBAL BEST IN WEALTH 2023 Dan Moisand
Gary Gensler
Jay Shah
Dana D'Auria
Gregory McCauley
Jenna Brazile, CFP
Hayley Wood Bates
Jenny Johnson
Ian Simm
Joe Duran
Ivan Illán, AIF, CFS
Joffrey Smith, MBA, CFP, CLU, ChFC
Chairman, CFP Board Moisand Fitzgerald Tamayo
Co-Chief Investment Officer and Group President, Envestnet Solutions Envestnet
Daniel Lash, CFP, AIF
Partner and Financial Advisor VLP Financial Advisors
David Garelick
Chief Executive Officer and President Global Financial Advisory Services
David Wood
Chairman Securities and Exchange Commission
Head of Wealth Management Merrill Lynch
Financial Advisor Signature Estate & Investment Advisor
Founder and Chief Executive Officer Impax Asset Management
Founder and Chief Visionary Officer Gateway Financial Partners
Founder and Chief Investment Officer Aligne Wealth Advisors Investment Management (AWAIM)
Diego Verdugo
Jack Ginter
Managing Director Principal Financial Group
Divam Mehta
Founder, Wealth Manager, and Financial Planner Mehta Financial Group
Emmanuel Roman Chief Executive Officer PIMCO
Eric Clarke
Chief Executive Officer Orion
Eric Boyle, MS, CFP
Co-Owner and Wealth Manager Crest Financial Group
Ethel Davis
CEO and Portfolio Manager VZD Capital Management
Evan Schmidt
Principal and Financial Advisor Schmidt Financial Group
Garrett Taylor
Founder and Managing Partner Coastline Wealth Management
CEO and Founding Partner Callan Family Office
Jaime Raskulinecz
Founder and CEO Next Generation Trust Company and Next Generation Services
James Gorman
Chairman and Chief Executive Officer Morgan Stanley
James Belardi
Co-Founder, CEO, and Chief Investment Officer Athene
James Stewart
SVP Investments and Senior PIM Portfolio Manager Wells Fargo
Jamie Dimon
Chairman of the Board and CEO JPMorgan Chase
Jamie Hopkins
Founder and President FinServ Foundation
Chief Executive Officer Edelman Financial Engines
Managing Director and Client Advisor Freestone Capital Management
Chief Executive Officer and President Franklin Templeton
Founder Rise Growth
Chief Executive Officer Joffrey Smith Financial Group
John Erickson
Vice President and Financial Advisor Ameriprise Financial
John Kailunas II Founder and CEO Regal Holdings
John O’Connell
Founder and Chief Executive Officer The Oasis Group
Jon Dauphiné
Chief Executive Officer Foundation for Financial Planning
Ken Herring
Chief Executive Officer and President Highpoint Wealth Advisors
Ken Schapiro
Chief Executive Officer Condor Capital Wealth Management
Kevin Thompson Founder 9i Capital Group
Kristi Martin Rodriguez Senior Vice President Nationwide Retirement Institute
13
SPECIAL REPORT Kristin Bartlow
Michael Kim
Scott Sheehan
Larry Fink
Michael Kothakota
Chief Executive Officer BlackRock
Chief Executive Officer WolfBridge Wealth
Ted Halpern
Laura Prieskorn
Michael Roberge
Chief Executive Officer and President Jackson National
Chair and Chief Executive Officer MFS Investment Management
Laurence Stanger
Mike Walther
Managing Director and Financial Advisor Journey Strategic Wealth
Executive Director, Investments, Private Client Division Oppenheimer & Co.
Chief Executive Officer and President AssetMark
Founder and President Oak Wealth Advisors
Neal McGrath Lindsey Lewis
Chair and Director, Center for Women in Financial Services The American College of Financial Services
Louis Barajas
Founder and Chief Executive Officer International Private Wealth Advisors
Maddi (Napier) Keegan
Director of Operations and Financial Advisor Frazier Financial Advisors
Mark Pearson
Chief Executive Officer and President Equitable
Marty Herrmann
Business Development The Cash Edge
Mary Callahan Erdoes
Chief Executive Officer, Asset and Wealth Management JPMorgan Chase
Managing Director, Partner, Wealth Advisor Carson Wealth
Neesha Hathi
Managing Director and Head of Wealth and Advice Solutions Charles Schwab
Nicole Simpson, CFP Founder and CEO Harvest Wealth Financial
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Teresa Rasmussen
Chief Executive Officer and President Thrivent Financial
Terrence Murphy
Chief Executive Officer Clearbridge Investments
Tim Buckley
Chairman and Chief Executive Officer Vanguard
Timothy O'Neill
Founder and President Berthold Capital
Tom Haught
Chief Executive Officer and President Sequoia Financial Group
Wayne Bloom
Chair and CEO Raymond James
Chief Executive Officer Commonwealth Financial Network
Peter Mallouk
William Sealey
Chief Executive Officer and President Creative Planning
Wealth Manager Sealey Investment Group
Rich Bielen
Zack Hubbard
Chief Executive Officer and President Protective Life
Robert Auclair
Principal Balanced Wealth Management
Robert Trunzo
Chief Executive Officer and President CUNA Mutual Group
Matthew Boersen
Founder and President Straight Path Wealth Management
President Halpern Financial
Paul Reilly
Matt Regan
Chief Executive Officer and President Wealthcare
Founder and President 1031 Investment Services
Rod Sayegh
MD and Head of Digital Strategy Fiduciary Trust International
Director of Financial Planning and Participant Engagement Greenspring Advisors
GLOBAL BEST IN WEALTH 2023
SERVICE PROVIDER AWARDS CANADA
Gahnic Services and Consulting Phone: 450 984 1246 Email: Info@Gahnic.com Website: https://en.gahnic.com
Association
iA Financial
Aria Benefits
Matheis Financial Group
benefitsConnect
OneLife Benefits & Consulting
Blake, Cassels & Graydon
Open Access
Blue Cross
People Corporation
Brown Mills Klinck Prezioso
Pillway
Ceridian
Pocketpills
CIBC Mellon
RWAM Insurance
Acera Insurance Services
Gowan Consulting
TFG Global Insurance Solutions
Actuarial Analytics
Hicks Morley Hamilton Stewart Storie
Vita Assure
Alberta Retired Teachers’
Wawanesa Life
TOP 40 UNDER 40 RISING STARS CANADA Evan Riddell
Jonathan Rathwell
Associate Financial Advisor Rathwell Financial Phone: 403 342 6882 Email: jonathan.rathwell@raymondjames.ca Website: raymondjames.ca/rathwellfinancial
Darren Ryan
Financial Planner Ryco Financial Phone: 709 722 4100 Email: dryan@ryco.ca Website: ryco.ca
Financial Planner Riddell Private Wealth Management Phone: 250 704 4047 Email: Riddell.Clients@igpwm.ca Website: www.evanriddell.com
Laura Paradiso
Adam Watson
Senior Wealth Advisor, Portfolio Manager Fairway Wealth Management, National Bank Financial Phone: 519 351 8218 Email: adam.watson@nbc.ca Website: fairwaywealth.ca
Investment Associate and Associate Portfolio Manager ScotiaWealth Phone: 905 695 1526 Email: laura.paradiso@scotiawealth.com Website: lpeterkin.com
Andrew Labbad
Nathan Amor
Charles-Éric Lapierre
Private Wealth Advisor connectFirst Credit Union Phone: 403 807 1448 Email: namor@connectfirstwealth.com Website: connectfirstwealth.com
Senior Portfolio Manager Wealhouse Capital Management Email: Andrewl@wealhouse.com Website: wealhouse.com
Financial Security Advisor ¶ Financial Planner Jolicoeur Lapierre Gestion Financière Phone: 1 888 780 2042 ext. 2 Email: charles-eric.lapierre@jolicoeurlapierre.com Website: www.jolicoeurlapierre.com
15
SPECIAL REPORT Jennifer Hochstein
Associate Vice President, Western Canada Wellington-Altus Private Wealth
Chris Kerlow
Senior Portfolio Manager and Investment Advisor Canaccord Genuity Phone: 1 647 990 7046 Email: ckerlow@cgf.com Website: teamlwc.com/making-sense-of-themarkets
Youssef Haidar
Wealth Associate National Bank Financial - Fairway Wealth Management Phone: 519 258 0504 Email: youssef.haidar@nbc.ca Website: fairwaywealth.ca
Adrian LeRoy David Poliquin
Portfolio Manager BGY, Services financiers intégrés Phone: 1 877 682 5853 ext. 303 Email: dpoliquin@bgy.ca Website: bgy.ca
Wealth Advisor LeRoy Wealth Management Group, IPC Securities Corporation
Alexandre Tremblay Financial Advisor Manulife Securities
Amadeo Martinez Moya Evan Inglis
Senior Financial Consultant IG Wealth Management Phone: 403 869 6736 Email: evan.inglis@ig.ca Website: advisor.investorsgroup.com/en/ evan_inglis#about
Wealth Advisor Ballast Wealth Management, iA Private Wealth
Arif Kanji
Portfolio Manager Qopia Financial
Becky Howarth
Wealth Advisor Stenner Wealth Partners+, CG Wealth Management
Justin Anis
Senior Portfolio Manager Wealhouse Capital Management Email: justina@wealhouse.com Website: wealhouse.com
Bryan Jaskolka
Chief Executive Officer CMI Financial Group
Derrek Funk
Senior Investment Advisor Tetrault Wealth Advisory Group
Associate Portfolio Manager TWM Group - iA Private Wealth Phone: 514 227 2700 Email: maxime.lagace-carter@twmgroup.ca Website: twmgroup.ca
16
Partner and CFP Professional DLD Financial Group
Kristin Ramlal Chair of the Society of Real Wealth Managers VP, Institutional Investment Sales Canada Life
Laura De Sousa
Wealth Advisor and Client Relationship Manager Nicola Wealth
Laurie Bossé
Financial Security Advisor and Financial Planner RGP Gestion de patrimoine
Mark Walsh
Senior Financial Advisor CIBC Imperial Service
Matthew Arthur
Certified Financial Planner, Arthur Wealth Management Desjardins Financial Security Independent Network - Ottawa Financial Centre
Mike Hennessey
Executive Financial Consultant IG Private Wealth Management
Nick Mombourquette Founder and President NewGround Financial
Nicole Mensink
Financial Advisor Manulife Securities
Insurance Specialist and Wealth Advisor Georgijev Financial Group/Worldsource Financial Management
James Nickerson
Piotr Rajca
Francois-Julien Duffaud Maxime Lagacé-Carter
Kelly Ho
Portfolio Manager Cumberland Private Wealth Management
Invesment Analyst National Bank Financial, Vo-Dignard Provost Group
GLOBAL BEST IN WEALTH 2023 Riley Gorman
Ruben Antoine
Shannon Tatlock
Roba Elakawy
Sarah Fakhoury
Shawna Perron
Investment Advisor CIBC Wood Gundy
Private Wealth Advisor and Portfolio Manager CWB Wealth
Portfolio Manager Tulett, Matthews & Associates
Financial Advisor Manulife Securities
Financial Planner Red Sky Financial
Portfolio Manager Cumberland Perron & Partners
TOP 50 ADVISORS CANADA Kathy Sager
Chad Larson
MLD Wealth Management Group CG Wealth Management Phone: 403 691 7815 Email: clarson@cgf.co Website: www.mywealthmanagement.ca
Sager Financial Group CG Wealth Management Phone: 604 643 7504 Email: ksager@cgf.com Website: www.sagerfinancialgroup.com
David Baker
Nicola Wealth Phone: 514 885 6244 Email: dbaker@nicolawealth.com Website: www.nicolawealth.com
Dwight Mann Maurice Pallone Kelvin Rampersad
Rothenberg Wealth Management Email: inforequest@rothenberg.ca Website: www.rothenberg.ca
Mann Team Wealth Management CG Wealth Management Phone: 604 643 7478 Email: dmann@cgf.com Website: www.mannteamwealth.com
Carte Wealth Management Phone: 416 457 7526 Email: kelvin.rampersad@cartewm.com Website: www.askkelvin.ca
Rob McClelland
Thane Stenner
Assante Capital Management Ltd. Phone: 905 771 5200 Email: tmfg@assante.com Website: www.tmfg.ca
Stenner Wealth Partners+ CG Wealth Management Phone: 6046437739 Email: SWP@CGF.com Website: www.stennerwealthpartners.com
Adam Watson
National Bank Financial Phone: 519 351 8218 Email: adam.watson@nbc.ca Website: www.jmrdwealth.com
Jamie Suprun
Suprun Wealth Management iA Private Wealth Phone: 519 428 7525 Email: jamie.suprun@suprunwealth.com Website: www.suprunwealth.com
Joseph Alfie
Myriad Private Wealth iA Private Wealth Phone: 514 885 6244 Email: joseph@myriadprivatewealth.com Website: www.myriadprivatewealth.com
17
SPECIAL REPORT Andrew Feindel
Karen Ikeda
Brad Coutts
Kyle Richie
Bradley Jardine
Luke Kratz
Richardson Wealth
Kevin Hegedus
PWM Private Wealth Counsel, iA Private Wealth Phone: 306 975 9500 Email: khegedus@pwmprivate.com Website: www.pwmprivatewealth.com
Nicola Wealth
CIC Financial Group
Brian Kadey
CG Wealth Management
Nader Hamid
TWM Group, iA Private Wealth Phone: 1 (514) 227 2700 Email: nader.hamid@twmgroup.ca Website: www.twmgroup.ca
Brian Peters
CG Wealth Management
Colin Andrews CIBC Wood Gundy
Reg Jackson
JMRD Watson Wealth Management Team National Bank Financial Phone: 519 439 6566 Email: reg.jackson@nbc.ca Website: www.jmrdwealth.com
Craig Baun
Wellington-Altus Private Wealth
Darcie Crowe
CG Wealth Management
David Harris
Harbourfront Wealth Management
Robert Tetrault
Tetrault Wealth Advisory Group CG Wealth Management Phone: 204 259 2859 Email: rtetrault@cgf.com Website: www.robtetrault.com
David LePoidevin
CG Wealth Management
Elie Nour
Nour Private Wealth
Erik Dekker
CG Wealth Management
Roderick L. Mahrt
Mahrt Investment Group Wellington-Altus Private Wealt Phone: (778) 746 7620 Email: mahrtinvestmentgroup@wellingtonaltus.ca Website: www.mahrtinvestmentgroup.com
Ethan Astaneh Nicola Wealth
Nicola Wealth
Richardson Wealth
CIBC Wood Gundy
Mark Hewett
CG Wealth Management
Marvin J. Schmidt CIBC Private Wealth
Matthew Langsford CG Wealth Management
Michael Holden QWealth Partners
Nathalie Racine
RBC Dominion Securities
Robert Luft
iA Private Wealth
Ron Haik
Nicola Wealth
Sophia Ito
Nicola Wealth
Tim Esplen Nicola Wealth
Todd Degelman
Wellington-Altus Private Wealth
Francis Gingras Roy Manulife Securities
Travis Forman
Harbourfront Wealth Management
Gerald L Goertsen
DeThomas Wealth Management
Vanessa Flockton Nicola Wealth
Sean O'Connor
O'Connor and Associates, IG Wealth Phone: 403 226 5531 Email: sean.oconnor@igpwm.ca Website: www.oconnorandassociates.ca
18
Ida Khajadourian Richardson Wealth
Wes Ashton
Harbourfront Wealth Management
Jason Nicola Nicola Wealth
GLOBAL BEST IN WEALTH 2023
TOP 50 LEADING WOMEN IN WEALTH CANADA Gillian Kunza Alynn Godfroy
Financial Advisor Godfroy Financial Email: alynn@godfroyfinancial.com Website: www.godfroyfinancialgroup.com
Heather Holjevac
Financial Planner, Financial Wellness Expert Holjevac Financial Group Phone: 416 527 2553 Email: heather@heatherholjevac.com Website: www.heatherholjevac.com
Oricia Smith
President, SLGI Asset Management and SVP, Investment Solutions, Sun Life Canada Sun Life Global Investments Phone: 416 408 7976 Email: oricia.smith@sunlife.com Website: www.sunlifeglobalinvestments. com/en
Co-Founder and CEO Designed Wealth Management Phone: 705 482 7646 Email: gkunza@designedsecurities.ca Website: www.designedwealthmanagement.ca
Janine Guenther
Senior Wealth Advisor and Financial Planner MLD Wealth Phone: 403 691 7817 Email: sderlago@cgf.com Website: mywealthmanagement.ca
Senior Wealth Advisor IPC Securities Corporation Phone: 403 203 0998 Email: melanie.twietmeyer@ipcc.ca Website: www.legacywealthmanagement.com
Sheena Schreiner
President Dixon-Mitchell Phone: +1 604 669 3136 Email: janine@dixonmitchell.com Website: www.dixonmitchell.com
Investment Advisor, Cresco Wealth Management, Wellington-Altus Private Wealth Phone: 587 323 5644 Email: sheena.schreiner@wellington-altus.ca Website: advisor.wellington-altus.ca/ crescowealthmanagement/
Jennifer Williams
Tina Tehranchian
Investment Advisor, Cresco Wealth Management, Wellington-Altus Private Wealth Phone: 587 323 5643 Email: jennifer.williams@wellington-altus.ca Website: advisor.wellington-altus.ca/ crescowealthmanagement/
Laurel Marie Hickey Sue Derlago CFP, CIM, AFDS
Melanie Twietmeyer
Portfolio Manager and Wealth Advisor iii Global Wealth, National Bank Financial Phone: 403 531 8429 Email: laurel.hickey@nbc.ca Website: www.nbfwm.ca/advisor/iii-globalwealth.html
Senior Wealth Advisor Assante Capital Management Phone: 905 707 5220 ext. 2223 Email: ttehranchian@assante.com Website: tinatehranchian.com
Trina Odd
Financial Planning Advisor Spire Advisors, Assante Capital Management Phone: 705 724 2400 Email: todd@assante.com Website: spireadvisors.ca
Andréa Miljkovic, CFA
Vice - President & Portfolio Manager The RaeLipskie Partnership
Aman Lidder
President OceanFront Wealth Phone: 6046842200 Email: cassidy@oceanfrontwealth.com Website: oceanfrontwealth.com
Leony deGraaf Hastings, CFP Certified Financial Planner deGraaf Financial Strategies Phone: 905 632 9900 Email: hello@dgfs.ca Website: www.dgfs.ca
Annie Sinigagliese Special Advisor Berkindale Analytics
19
SPECIAL REPORT Crista Brooks
Kerry Rizzo
Neela White
Danielle Skipp
Kimberly Hu
Nicole Deters
Vice President, Investment Counsellor Guardian Partners
Senior Investment Advisor Gilman Deters Private Wealth
Laurie Bonten
Pamela Yoon
Senior Wealth Advisor Wellington-Altus Private Wealth
Senior Portfolio Manager RBC Dominion Securities
Laurie Peterkin
Rhonda Hymers
Vice President, Advisor Growth Investment Planning Counsel
Managing Director, Ontario & Chief Legal Officer Nicola Wealth
Darcie Crowe
Senior Wealth Advisor and Senior Portfolio Manager Canaccord Genuity Wealth Management
Erin McKee
Vice President, Wealth Services and Insurance Echelon Wealth Partners
Francine Dick
Financial Planner Carte Wealth Management
Jane Lapointe
Senior Wealth Advisor Assante Financial Management, Fenlon Division
Jasmit Bhandal
Chief Operating Officer Horizons ETFs Management (Canada)
Jennifer Sinopoli
EVP, Head of Distribution CI Global Asset Management -
Julie Gallagher
SVP and Chief Compliance Officer iA Private Wealth
Kalee Boisvert
Financial Advisor, Author, Speaker Kalee Boisvert Wealth Advisory, Raymond James
Kathy Sager
Senior Investment Advisor CG Wealth Management, Sager Financial Group
Kelly Ho
Certified Financial Planner DLD Financial Group
20
Investment Advisor BlueRidge Private Wealth
Senior Wealth Advisor, Portfolio Manager Scotia Wealth Management
Liz Bouthiller
Senior Vice President, Sales Franklin Templeton Canada
Liz Lepore
VP, Advisor and Client Experience and Digital Transformation iA Private Wealth
Lynn Curtin Lange
Portfolio Manager, Senior Wealth Advisor North Shore Wealth Management, Manulife Securities
Senior Portfolio Manager Raymond James
Senior Portfolio Manager and Wealth Advisor RBC Dominion Securities
Robyn K. Thompson
President and Founder Castlemark Wealth Management
Shauna Clarke
Vice President, Mortgage and Banking Solutions IG Wealth Management
Susan St. Amand President Sirius Group
Marie Darlene Phillips
Terry Lynn Adamson
Mary Throop
Tracey Lundell
Wealth Advisor Next Steps Planning with IPC Securities
President and Founding Partner Summerhill Capital Management
Melissa Seglie
Senior Associate Wealth Advisor The Schmidt Investment Group
Michelle Connolly
Senior Vice President, Advanced Tax and Estate Planning Wellington-Altus Private Wealth
Natalie Jamison
Senior Wealth Advisor Scotia Wealth Management
Portfolio Manager Adamson Wealth Group
Senior Investment Advisor Sea Glass Wealth Advisory Group Harbourfront Wealth Management
Vanessa Flockton
Senior Vice President, Advisory Services and Client Relationship Manager Nicola Wealth
GLOBAL BEST IN WEALTH 2023
TOP 50 WHOLESALERS CANADA David Roy Kevin Geiger
ICM Asset Management Phone: 403 850 4457 Email: kgeiger@icmgroup.ca Website: www.icmassetmanagement.com
Invico Capital Corporation Phone: (416) 200 3782 Email: droy@invicocapital.com Website: www.invicocapital.com
Dimitri Antonopoulos
Alain Desbiens
BMO Global Asset Management Phone: 514 449 6627 Email: alain.desbiens@bmo.com Website: www.bmoetfs.ca/specialists/ alain-desbiens
Dynamic Funds Phone: 514 448 2089 Email: dantonopoulos@dynamic.ca Website: www.dynamic.ca
Giuliano Savini
Ryan Cipolla
Sun Life Global Investments Phone: 604 353 0392 Email: ryan.cipolla@sunlife.com Website: www.sunlifeglobalinvestments.com
Sara Dowlatshahi
Dynamic Funds Phone: 416 302 5353 Email: sdowlatshahi@dynamic.ca Website: www.dynamic.ca
Scott Hickerson
Equitable Life of Canada Email: gsavini@equitable.ca Website: www.equitable.ca
Picton Mahoney Asset Management Phone: 416 845 8646 Email: shickerson@pictonmahoney.com Website: www.pictonmahoney.com
Jad Hilal
Tesha Gray
Alyssa Moody
Dynamic Funds Phone: 416 300 4140 Email: amoody@dynamic.ca Website: www.dynamic.ca/en.html
Sun Life Global Investments Phone: 514 833 3844 Email: jad.hilal@sunlife.com Website: www.sunlifeglobalinvestments.com
Allan MacDonald
Amélie Laferriere
Sun Life Global Investments Phone: 514 247 6204 Email: amelie.laferriere@sunlife.com Website: www.sunlifeglobalinvestments.com
Mackenzie Investments Phone: 902 221 4118 Email: Tesha.Gray@MackenzieInvestments.com Website: www.mackenzieinvestments.com/en
TD Asset Management
Jessie Dawe
Dynamic Funds Phone: 9024010767 Email: jdawe@dynamic.ca Website: www.dynamic.ca
Andrew D'Iorio
Manulife Investment Management
Andrew Gardiner Beneva
Chris Lutes
Middlefield Group Phone: 416 362 0714 Email: invest@middlefield.com Website: www.middlefield.com
Marc Parent
Dynamic Funds Phone: 514 228 2024 Email: mparent@dynamic.ca Website: www.dynamic.ca/en
Brent Paul
Mackenzie Investments
Caroline Yi
Ninepoint Partners
21
SPECIAL REPORT Chris Lorenzin
Jean-François Laurin
Patrick Graham
Christian Rancourt
Jennifer Kuta
Patrick Landucci
Christian Tucci
John Leong
Philip Douglas
Jordan Kaczmarzyk
Rachid Boufarsi
Jordan Tostenson
Rafael Turcotte
Joseph Varone
Rene Dinter
NCM Investments
BMO Global Asset Management
Eric Desrosiers
Josh Mays-Quinn
Stephen Andrus
Greg McNaughton
Lyes Birem
Thomas Galikowski
Gregory Rank
Malcolm King
Capital Group
Next Edge Capital
Manulife Investment Management
Cynthia Maisonneuve CMLS Asset Management
Ed Gorrell
Renaissance Investments/CIBC Asset Management
Edyta Bujak
TD Asset Management
Canoe Financial
IA Clarington Investments.
Mackenzie Investments
Hugo Chavez
Fidelity Investments
Pinnacle Wealth Brokers
Caldwell Investment Management
Hazelview Investments
Fidelity Investments
Invesco
Harvest Portfolios
Alignvest Student Housing (A Division of Alignvest Management)
Franklin Templeton Canada
Manulife Investment Management
Blue Owl Capital
Manulife Investment Management.
Harvest Portfolios Group
BMO Global Asset Management
CI Investments
Tim Ng
EdgePoint Wealth Management
EdgePoint Wealth Management
Nate Histed
Tom Caulfield Fidelity Canada
Fidelity Investments
TOP EMPLOYERS Amundi Canada
CANADA TM
Saskatchewan Healthcare Employees' Pension Plan (SHEPP) Phone: 306 751 8300 Email: sheppinfo@shepp.ca Website: shepp.ca
InBenefits
Phone: 905 889 6200 Email: info@inbenefits.ca Website: inbenefits.ca
Sutton Special Risk
Phone: 1 800 461 3292 Email: inquiries@suttonspecialrisk.com Website: suttonspecialrisk.com
22
Canso Investment Counsel Dixon Mitchell Investment Counsel Franklin Templeton Picton Mahoney Asset Management
GLOBAL BEST IN WEALTH 2023
TOP REGIONAL RIAs UNITED STATES
Prowell Financial Management Phone: 484 359 4057 Website: prowell-financial.com
Adviser Investments Altair Advisers
Carnegie Capital Asset Management
JMG Financial Group
Certuity
KCM Investment Advisors
Choate Investment Advisors Churchill Management
Laird Norton Wealth Management
Circle Wealth Management
Lido Advisors
Coho Partners
Loring, Wolcott & Coolidge Mainstay Capital Management
Comprehensive Financial Management
Johnson Investment Counsel
Mill Creek Capital Advisors
Congress Wealth Management
Mission Wealth Management
Andersen Tax
CPWM
Modera Wealth Management
Appleton Partners
CV Advisors
Arlington Partners
East End Advisors
Moneta Group Investment Advisors
Aspiriant
EP Wealth Advisors
Moran Wealth Management
Aureus Asset Management
Evoke Wealth
Nicholas Hoffman & Company
Bahl & Gaynor
Exencial Wealth Advisors
Northrock Partners
Bailard
Ferguson Wellman Capital Management
Orgel Wealth Management
Fiduciary Counselling
Parallel Advisors
Financial Counselors
Pathstone Family Office
Fisher Investments
Permanens Capital
Frontier Asset Management
Pinnacle Associates
HM Payson
Plancorp
Hall Capital Partners
Pure Financial Advisors
Hamilton Capital
RM Davis
HB Wealth Management
Regis Management Company
Heritage Investors Management
Ropes Wealth Advisors
Balentine Ballentine Partners BBR Partners Becker Capital Management BPS Capital Management Bradley Foster & Sargent Brighton Jones Brownson, Rehmus & Foxworth Buckhead Capital Management Cambridge Associates Capital Advisors Capital Investment Advisors
IEQ Capital Index Fund Advisors Jasper Ridge Partners
Oxford Financial Group
Sapient Capital Savant Capital Sepio Capital Seven Post Investment Office
23
SPECIAL REPORT Signature Financial Management
SYM Financial Advisors
SignatureFD
The Bollard Group
Silvercrest Asset Management Group
The Mather Group
Simon Quick Advisors Smith Shellnut Wilson Southeast Asset Advisors Stonegate Investment Group
24
TAG Associates
TruePoint Valeo Financial Advisors Vivaldi Capital Management WE Family Offices Wetherby Asset Management
Wilbanks, Smith & Thomas Asset Management WMS Partners Zhang Financial
SPECIAL REPORT
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