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.
Congratulations to the 2025 winners!
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.
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.
Bank of America Merrill Lynch - Quantifying the value of the Tax Efficient Management Overlay Services
DISTRIBUTION EXCELLENCE
This category honors firms that provide exemplary and innovative advisor sales support both in the field and from the home office.
Blackstone - Blackstone Private Wealth
DOING GOOD
This category honors firm-wide initiatives that actively contribute to the betterment of our communities and address specific needs within them.
Raymond James - Back to School
INVESTMENT INNOVATION
This category honors groundbreaking, innovative, and impactful investment strategies and product innovations shaping the industry.
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.
Invesco - Invesco QQQ Recipe for Innovation
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.
Nuveen, A TIAA Company - nextAdvisor: Strategies from leading retirement plan advisors
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.
SMArtX Advisory Solutions - SMArtX Unified Managed Account Platform
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.
F/m Investments - F/m Investments; RBIL, ZTOP & Dual Share Class Platform
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.
AllianceBernstein (AB) - AB Muni Capabilities
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.
Franklin Templeton - ETFs, Alternatives and SMAs
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.
AssetMark - AssetMark Platform
Past Winners
