The etf.com Leaders list will highlight top RIA firms to help clients achieve their financial goals through a diverse collection of advisors, client specialties, and more. Except where stated, all fields must be filled out to be considered. 

This form will take approximately 10-20 minutes to fill out to completion. You will not be able to save the form, so please have all materials handy when completing the nomination.

What will you need to successfully complete the nomination form?

The form will ask for information about demographics of advisors at the firm, use of ETFs in client portfolios, portfolio performance and size at the firm, total number of assets under management (AUM) and AUM growth. You will also need to have a logo to upload into the form. The nomination form will also require information on advisor specialties, and client retention and growth rates.  

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