WINNER - Orion Portfolio Solutions: Direct Indexing

Orion Portfolio Solutions is a turnkey asset management program that exists to help financial advisors build strong and profitable businesses. To do that, OPS seamlessly integrates technology that is equal parts intuitive and powerful, with flexible investment options and hands-on product support in one, cohesive platform. OPS helps advisors confidently manage their clients, investments, and business…

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FINALIST - Just Invest

Just Invest redefines investment management by focusing on the needs of financial advisors and their clients. We are direct indexing specialists, delivering custom SMAs that integrate daily tax loss harvesting, ESG characteristics, smart-beta factors, and portfolio optimization on an individual security basis. We build technology solutions for financial advisors, empowering them with transparency…

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WINNER - Ayco: Professional Development for Underrepresented Groups

FINALIST - Financial Advocates

Financial Advocates, LLC (FA) and their Hybrid RIA, Financial Advocates Investment Management (FAIM), provide servant leadership in the financial advice market and serves as a financial advisor’s primary ally through the transition, growth, and ongoing management of an independent practice. FA’s experienced and diverse staff delivers intensive support to advisors as they…

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FINALIST - Guggenheim Investments

Guggenheim Investments is the global asset management and investment advisory divsion of Guggenheim Partners and manages assets across fixed-income, equity, and alternative strategies. Our investment professionals perform rigorous fundamental and quantative research to understand market trends and identify undervalued opportunities. We have an extended track record of delivering innovative solutions by focusing on the needs of institutional…

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