Wealth Solutions Report Announces Inaugural Wealth Exemplar Award Winners
First Annual WSR Wealth Exemplar Awards Recognize Exemplary Contributions To Wealth Management Industry, Trendsetting Firms And Transformative M&A Transactions
NEW YORK, Dec. 6, 2022 /PRNewswire/ — Wealth Solutions Report (WSR) – the fast-growing B2B digital media platform featuring wealth management-focused commentary, insights and analysis – today named the winners of the inaugural WSR Wealth Exemplar Awards. Announced in mid-November, the invitation-only awards recognize firms and individuals who contributed on an exemplary basis to the wealth management industry.
Larry Roth, Founder & CEO of Wealth Solutions Report, said, “After several weeks of reviewing outstanding firms, impactful M&A deals and truly exemplary executives, we are thrilled to announce the winners of the WSR Wealth Exemplar Awards. This year’s Wealth Exemplar awardees are a testament to the innovative spirit, vision for growth and commitment to aligning wealth management with a broader mission that exist throughout our industry. My editorial team and I congratulate the winners and wish them the best of success in 2023 and beyond.”
WSR Wealth Exemplar Awards Winners
The winners in each category of the WSR Wealth Exemplar Awards are as follows:
- Hybrid RIA of the Year – This award goes to the top three RIA firms that offer fee-based solutions as well as commissionable services in affiliation with a broker-dealer, through either W-2 or independent financial advisors, or both. Minimum $250 million in assets.
- The AmeriFlex Group
- TAG Advisors
- Integrated Partners