Leaders Overview
etf.com’s Leaders franchise is dedicated to building a nationwide community of advisors and firms with a strong focus on ETF investing. The community highlights excellence through the Top 100 Financial Advisors and Top 50 Advisor Firms rankings, which spotlight industry leaders who drive investor success through their use of ETFs. Users can also browse and find an advisor or firm through the Leaders expanded database.
But Leaders is more than a list—it’s a thriving network designed to elevate and connect the best in the business.
The platform fosters a dynamic community by introducing exclusive discussion forums where advisors can engage in conversations on key industry topics, share insights, and collaborate with peers. Through Leaders, advisors can build connections with other finance professionals from around the country, learn new investment strategies, and gain valuable information to better improve their practice and serve clients.
Categories
Top 100 Financial Advisors
The Top 100 Financial Advisor list showcases 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 50 RIA Firms The Top 50 RIA Firms list showcases 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 Looking for a Firm?
Browse our list of over 70 financial advisor firms
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.
Frequently Asked Questions
Is there an application fee?
There is no fee to nominate or be considered for either list.
What do advisors/firms receive if they are listed?
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.
What information do I need to submit to be considered?
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.
Is the Leaders List international?
At this time, we’re only accepting U.S. based firms and advisors.
What is the application deadline?
Nominations close on July 31, 2024 at 11:59 PM ET.
Have additional questions?
Submit your questions to [email protected]
Have questions about Leaders partnership opportunities? Reach out to us today to get more information on sponsorship opportunities!