Mapping the Best Practices winners
Compensation and Staff Best Performers
Adviser Technology Study Best Performers
Compensation and Staffing Best Performers
/assets/docs src="/wp-content/uploads2017/10/CI1127911024.PNG"Edina, Minn.
/assets/docs src="/wp-content/uploads2017/10/CI1127931024.PNG"$1.6 billion
/assets/docs src="/wp-content/uploads2017/10/CI1127941024.PNG"CEO Ross Levin
/assets/docs src="/wp-content/uploads2017/10/CI1127911024.PNG"Fairfax, Virginia
/assets/docs src="/wp-content/uploads2017/10/CI1127931024.PNG"$625 million
/assets/docs src="/wp-content/uploads2017/10/CI1127941024.PNG"CEO David Greene
/assets/docs src="/wp-content/uploads2017/10/CI1127911024.PNG"San Diego
/assets/docs src="/wp-content/uploads2017/10/CI1127931024.PNG"$3.4 billion
/assets/docs src="/wp-content/uploads2017/10/CI1127941024.PNG"President Will Beamer
EisnerAmper Wealth Management & Corporate Benefits
/assets/docs src="/wp-content/uploads2017/10/CI1127911024.PNG"Iselin, N.J.
/assets/docs src="/wp-content/uploads2017/10/CI1127931024.PNG"$590 million
/assets/docs src="/wp-content/uploads2017/10/CI1127941024.PNG"Managing Officer Marc Scudillo
/assets/docs src="/wp-content/uploads2017/10/CI1127911024.PNG"Cincinnati
/assets/docs src="/wp-content/uploads2017/10/CI1127931024.PNG"$1.1 billion
/assets/docs src="/wp-content/uploads2017/10/CI1127941024.PNG"Portfolio Manager Zach Horn
/assets/docs src="/wp-content/uploads2017/10/CI1127911024.PNG"Downer's Grove, Ill.
/assets/docs src="/wp-content/uploads2017/10/CI1127931024.PNG"$2 billion
/assets/docs src="/wp-content/uploads2017/10/CI1127941024.PNG"Chief Operating Officer Yonhee Gordon
/assets/docs src="/wp-content/uploads2017/10/CI1127911024.PNG"Cincinnati
/assets/docs src="/wp-content/uploads2017/10/CI1127931024.PNG"$9 billion
/assets/docs src="/wp-content/uploads2017/10/CI1127941024.PNG"Director of Human Resources Steve Linder
/assets/docs src="/wp-content/uploads2017/10/CI1127911024.PNG"Chicago
/assets/docs src="/wp-content/uploads2017/10/CI1127931024.PNG"$1.2 billion
/assets/docs src="/wp-content/uploads2017/10/CI1127941024.PNG"Partner Jim Weil
/assets/docs src="/wp-content/uploads2017/10/CI1127911024.PNG"Harrisburg, Pa.,
/assets/docs src="/wp-content/uploads2017/10/CI1127931024.PNG"$426 million
/assets/docs src="/wp-content/uploads2017/10/CI1127941024.PNG"President Jeffrey Roof
/assets/docs src="/wp-content/uploads2017/10/CI1127911024.PNG"West Conshohocken, Pa.
/assets/docs src="/wp-content/uploads2017/10/CI1127931024.PNG"$1.6 billion
/assets/docs src="/wp-content/uploads2017/10/CI1127941024.PNG"Co-founder Alan Cohn
/assets/docs src="/wp-content/uploads2017/10/CI1127911024.PNG"San Luis Obispo, Calif.,
/assets/docs src="/wp-content/uploads2017/10/CI1127931024.PNG"$750 million
/assets/docs src="/wp-content/uploads2017/10/CI1127941024.PNG"Chief Operating Officer Brian Krill
Adviser Technology Study Best Performers
Nine firms were acknowledged for their superior technology practices./assets/docs src="/wp-content/uploads2017/10/CI1127971024.PNG"Stamford, Conn.
/assets/docs src="/wp-content/uploads2017/10/CI1127961024.PNG"$395 million
/assets/docs src="/wp-content/uploads2017/10/CI1127951024.PNG"President LeGrand Redfield
/assets/docs src="/wp-content/uploads2017/10/CI1127971024.PNG"Itasca, Ill.
/assets/docs src="/wp-content/uploads2017/10/CI1127961024.PNG"$3.3 billion
/assets/docs src="/wp-content/uploads2017/10/CI1127951024.PNG"Co-founder Mark Balasa
Center for Financial Planning Inc.
/assets/docs src="/wp-content/uploads2017/10/CI1127971024.PNG"Southfield, Mich
/assets/docs src="/wp-content/uploads2017/10/CI1127961024.PNG"$948 million
/assets/docs src="/wp-content/uploads2017/10/CI1127951024.PNG"Director of Investments Angela Palacios
/assets/docs src="/wp-content/uploads2017/10/CI1127971024.PNG"Lake Oswego, Ore.
/assets/docs src="/wp-content/uploads2017/10/CI1127961024.PNG"$201 million
/assets/docs src="/wp-content/uploads2017/10/CI1127951024.PNG"Client Service Associate Jesse Steele
/assets/docs src="/wp-content/uploads2017/10/CI1127971024.PNG"West Hartford, Conn.
/assets/docs src="/wp-content/uploads2017/10/CI1127961024.PNG"$600 million
/assets/docs src="/wp-content/uploads2017/10/CI1127951024.PNG"Co-presidents Seth Fierston and Brian Fierston
/assets/docs src="/wp-content/uploads2017/10/CI1127971024.PNG"Kennebunk, Maine
/assets/docs src="/wp-content/uploads2017/10/CI1127961024.PNG"$175 million
/assets/docs src="/wp-content/uploads2017/10/CI1127951024.PNG"President Nichole D. Raftopoulos
Sensible Financial Planning and Management
/assets/docs src="/wp-content/uploads2017/10/CI1127971024.PNG"Waltham, Mass.
/assets/docs src="/wp-content/uploads2017/10/CI1127961024.PNG"$383 million
/assets/docs src="/wp-content/uploads2017/10/CI1127951024.PNG"Founder Frederick Miller
Strategic Wealth Management Group
/assets/docs src="/wp-content/uploads2017/10/CI1127971024.PNG"Columbia, Maryland
/assets/docs src="/wp-content/uploads2017/10/CI1127961024.PNG"$1.2 billion
/assets/docs src="/wp-content/uploads2017/10/CI1127951024.PNG"CEO Jim DeCarlo and COO Patricia Achterhof
/assets/docs src="/wp-content/uploads2017/10/CI1127971024.PNG"Reston, Va.
/assets/docs src="/wp-content/uploads2017/10/CI1127961024.PNG"$1.7 billion
/assets/docs src="/wp-content/uploads2017/10/CI1127951024.PNG"Partner Pete Dabrowski
*Did not attend Oct. 17 awards event
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