Industry Excellence & Achievement Recognition
The prestigious MMI/Barron's Industry Awards recognize firms making strides in innovation and leadership in the investment advisory solutions industry. Now in their 17th year, the Awards highlight and celebrate outstanding achievement by honoring firms that have raised the bar in delivering superior solutions for financial advisors and investors over the past year.
An impressive number of nominations were received this year which is indicative of all the great work being done in the advisory solutions space.
Winners will be determined by an online vote of designated contacts at each MMI member firm. This process ensures that all member firms are equally represented in the final voting process.
Congratulations to the finalists and all the firms that were nominated!
2025 Open Award Categories
DIGITAL INNOVATION
This category honors a new technological innovation (or specific enhancement to an existing platform or tool) that enhances the investor or advisor experience with advisory solutions.
Finalists:
Franklin Templeton - Benji - Intraday Yield
Future Capital - Future Capital Construct
IMTC - IMTC Fixed Income Platform
Morgan Stanley - Streamlining Advisor Desktop: SMA Matching Tool & Transition Analysis
DISRUPTION
This category honors a groundbreaking new service or process that will fundamentally alter the future delivery of advisory solutions.
Finalists:
Bank of America Merrill Lynch - Quantifying the value of the Tax Efficient Management Overlay Services
OnBord - Digital Onboarding Platform
Prosperity Capital Advisors - Five Pillars of Holistic Wealth Management
Raymond James - Paraplanning Services
DISTRIBUTION EXCELLENCE
This category honors firms that provide exemplary and innovative advisor sales support both in the field and from the home office.
Finalists:
Blackstone - Blackstone Private Wealth
Columbia Threadneedle Investments - DICE Team “Go Fishing” Program
New York Life Investments - The six pitfalls of succession planning
StepStone Private Wealth Solutions - StepStone Private Credit Income Fund (CRDEX)
DOING GOOD
This category honors firm-wide initiatives that actively contribute to the betterment of our communities and address specific needs within them.
Finalists:
Bank of America Merrill Lynch - Sustainable Investing Advisor Forum 2025
Core Spaces - Camp Out for Kids
Raymond James - Back to School
Thornburg Investment Management - Living our Community-Focused Values for over 40 Years
INVESTMENT INNOVATION
This category honors groundbreaking, innovative, and impactful investment strategies and product innovations shaping the industry.
Finalists:
BlackRock - Public + Private Model Portfolios
Blackstone - Expanding the Horizon of Private Markets
InvestCloud - PMA Network
MARKETING CAMPAIGN OF THE YEAR
This category honors the most innovative, creative, and impactful marketing campaigns that have elevated brand visibility and made an impact on the industry.
Finalists:
Allspring Global Investments - Riding the Curve
Franklin Templeton - Your trusted partner for what’s ahead™
Invesco - Invesco QQQ Recipe for Innovation
Ocean Park Asset Management - Launching and Leveraging the Duck
THOUGHT LEADERSHIP/EDUCATION
This category honors new programs, research, educational campaigns, or content that meaningfully advance industry knowledge and understanding of topics key to the future of advisory solutions.
Finalists:
FMG Suite - FMG Suite Marketing Automation
Invesco - Client Conversations
Nuveen, A TIAA Company - nextAdvisor: Strategies from leading retirement plan advisors
Raymond James - Supporting Teams with Excellence, Education & Resources (STEER) Development Program
2025 Wealth Manager Award Category
WEALTH MANAGER PLATFORM OF THE YEAR
This category honors a wealth manager platform that exemplifies innovation in delivering better outcomes for investors and financial advisors.
Finalists:
Choreo - Choreo Tax Advantage™
SMArtX Advisory Solutions - SMArtX Unified Managed Account Platform
UX Wealth Partners - Xperience Platform
Venn by Two Sigma - Venn
2025 Asset Manager Award Categories
ASSET MANAGER OF THE YEAR (RETAIL ADVISORY AUM < $25 BILLION)
This category honors a smaller asset manager that exemplifies innovation in delivering better outcomes for investors and financial advisors.
Finalists:
BondBloxx - PCMM
Domini Impact Investments - Domini Funds
F/m Investments - F/m Investments; RBIL, ZTOP & Dual Share Class Platform
Westwood Holdings Group - Westwood Holdings Group
ASSET MANAGER OF THE YEAR (RETAIL ADVISORY AUM BETWEEN $25 - $500 BILLION)
This category honors a mid-size asset manager that exemplifies innovation in delivering better outcomes for investors and financial advisors.
Finalists:
AllianceBernstein (AB) - AB Muni Capabilities
Blue Owl Capital - Blue Owl Private Wealth
Calamos Investments - Alternative Investments Leadership & Innovation
ASSET MANAGER OF THE YEAR (RETAIL ADVISORY AUM > $500 BILLION)
This category honors a larger asset manager that exemplifies innovation in delivering better outcomes for investors and financial advisors.
Finalists:
Fidelity Investments - Fidelity Investments’ growing product lineup provides superior value, choice, and innovation
Franklin Templeton - ETFs, Alternatives and SMAs
Invesco - Partners in Private Markets
2025 Technology/Solutions Provider Award Category
TECHNOLOGY/SOLUTIONS PROVIDER OF THE YEAR
This category honors a solutions provider firm (technology/service provider) that exemplifies innovation in delivering better outcomes for investors and financial advisors.
Finalists:
AssetMark - AssetMark Platform
FMG Suite - From 7 to 50: Automations Transforming Advisor Marketing
Foundation Source - Foundation Source
IMTC - IMTC Fixed Income Platform
Past Winners
Frequently Asked Questions
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