Leaders Overview

We are excited to announce the launch of the etf.com Leaders list that will spotlight the Top 100 Financial Advisors and Top 50 Advisory Firms across the wealth management industry in the U.S. Submissions will be accepted through an application form and the final list will be published on etf.com in early September, followed by an event in November 2024.

Key Dates
Applications OpenJuly 1, 2024 - July 31, 2024
LEADERS LIST AnnouncedSeptember 2024
  

Categories

Top 100 Financial Advisors 
 

The Top 100 Financial Advisor list will showcase the nation's leading U.S.-based advisors, selected through a comprehensive application process that evaluates portfolio performance, client retention, and AUM growth and more
 

Top RIA Firm 

The Top 50 RIA Firms list will showcase the nation’s U.S.-based advisory firms, selected through an application process that evaluates portfolio performance under the firm’s management, the number of advisors and clients, specialties offered, client retention, AUM growth, and diversity of advisors available to clients
 

Methodology & Criteria

etf.com editors will review and select Financial Advisors and RIA firms based on their ability to achieve returns for client portfolios, hit client goals, offer a breadth of specialties, exhibit a solid and consistent track record, maintain fiduciary interests for clients, and more. A key selection criterion is significant ETF allocation in client portfolios. Fee models, asset size minimums, diversity of teams, and asset management strategies will also be considered. The list will aim to feature a diverse list of advisors and firms from smaller boutique firms to that of larger companies that may be able to provide more comprehensive financial management. It will include firms and advisors whose client portfolio range in size, from very high net-worth households to those with smaller amounts of net worth and investable assets.   

Submission Best Practices
 

Applications must be filled out in entirety to be considered. All information must be accurate. Submissions will not be accepted past July 31st, 2024.  


 

Frequently Asked Questions

There is no fee to nominate or be considered for either list.

The lists aim to provide recommendations for etf.com users and investors. Individuals and firms will be included in a searchable database.  Firms and individuals listed will receive a notable digital badge and brand recognition through additional marketing channels throughout the year.

All fields on the form must be filled out with 100% accuracy. Institute ID numbers along with other general background information are required. Please see the form for all the details.

At this time, we’re only accepting U.S. based firms and advisors.

Nominations close on July 31, 2024 at 11:59 PM ET.

Submit your questions to [email protected]

Contact Us

Have questions about Leaders partnership opportunities? Reach out to us today to get more information on sponsorship opportunities!