NEW YORK, NY, March 27, 2025 – Money Management Institute (MMI) has announced the winners of its 2025 Member Recognition Awards during the MMI Summit held this week in Fort Lauderdale, Florida.
The winners are chosen through a quantitative and qualitative approach based on the firms that have incorporated MMI’s strategic focus of helping colleagues connect, know and grow. These firms have engaged the most with MMI’s offerings through attending conferences, participating in professional development programs, participating in communities, providing and consuming data, contributing to MMI’s Journal of Investment Advisory Solutions, and more.
The winners of the 2025 Member Recognition Awards are:
The Chairman’s Award: This award recognizes an asset manager or wealth manager firm that embodies MMI’s principles and has been a member for more than five years.
Large Firm: Morgan Stanley Wealth Management
Small to Mid-Size Firm: Clark Capital Management Group
The President’s Award: This award recognizes an asset manager or wealth manager firm that has been a member for less than five years, for its success in broadly engaging associates with MMI’s offerings.
Large Firm: Vanguard
Small to Mid-Size Firm: Apollo Global Management
The Governors’ Award: This award recognizes a solutions provider for its continued support of MMI’s initiatives to promote growth and learning within the advisory solutions industry.
Morningstar
"Empowering the professionals who drive our member firms’ success is only possible through true partnership," said Craig Pfeiffer, MMI President & CEO. "Our members’ ongoing commitment allows us to provide the resources, education, and support that help professionals advance and evolve with the industry. On behalf of the MMI Officers, Executive Committee, and Board of Governors, we congratulate this year’s five winning firms on their achievement and thank them for their leadership within our membership."
About the Money Management Institute (MMI):
Established in 1997, the Money Management Institute (MMI) is the industry association for financial services firms, serving as the leading catalyst and resource for the advancement of investment advice. MMI advances the wealth and asset management industries through connections, knowledge, and professional growth. We are committed to fostering collaboration, supporting diversity of thought, sharing expertise, and driving innovation. By championing best practices and encouraging open dialogue in investment advice, we empower firms and professionals to better serve clients and investors in an ever-evolving world. We offer our members premier professional development programs, specialized curriculums, invaluable thought leadership, and dynamic peer-to-peer networks.
Our membership spans wealth managers, asset managers, and solutions providers of all sizes, with professionals representing every functional area of the financial services ecosystem. Together, we are shaping the future of investment advice.
Contact:
Kelly Caporale
Money Management Institute
kcaporale@mminst.org
646.868.8514
