Celebrating Exemplary Leadership, Groundbreaking Innovation and the Visionaries Shaping What’s Next

A Unique Program Recognizing Firms and Individuals in Financial Services for Excellence Beyond Traditional Metrics

November 2025
New York City

Welcome to the ThinkAdvisor Luminaries Awards, where we celebrate the trailblazers redefining excellence in financial services. Now in its fifth year, this prestigious program recognizes the visionary firms and individuals driving innovation and making a transformative impact on both the industry and the profession.

Nominations deadline: August 4th, 2025

Nominations Accepted
April 24 - Aug 4, 2025
For the Luminaries entry process, candidates may be nominated in various award categories across the financial services industry.




 

Finalists Announced
September 12, 2025
Profiles, news and other features about Luminaries' Finalists will appear regularly on ThinkAdvisor and will be promoted through our Luminaries-branded newsletter and other newsletters from September 2025 through September 2026.

Awards Ceremony
November 2025
A panel of independent judges made up of distinguished industry professionals will determine the winners, who will be recognized at an awards ceremony on November 2025


 

Event Agenda
November 2025
  • Networking Brunch
  • Concurrent Roundtable Sessions
  • Networking Cocktail Reception
  • Awards Dinner and Presentations
     

About the Awards Categories

In 2025, the ThinkAdvisor Luminaries Awards continue to reflect the profound changes reshaping the financial services industry—and the firms and individuals behind the pioneering advances redefining the future of advice. This year’s program introduces new categories aligned with emerging trends—including AI adoption and the growing influence of C-suite leadership—spotlighting those at the forefront of what’s next:

For Firms
  • Industry Disruption
  • Product or Service Innovation
  • Thought Leadership & Education
  • Excellence in Marketing / PR Awards
For Individuals
  • Chief Executive Officer of the Year
  • Chief Technology Officer of the Year
  • Chief Marketing Officer of the Year
  • Chief Investment Officer of the Year
  • M&A Leader of the Year
  • Thought Leader of the Year
  • Wholesaler of the Year
  • Luminaries With a Heart
  • Next-Gen Rising Stars

More You Should Know

For the Luminaries Entry Process, candidates may be nominated in various award categories across the financial services industry. Submitters may nominate an individual or firm for as many categories as they like; however, each submission must be unique to that particular category.

A Panel of Independent Judges made up of distinguished industry professionals will determine the winners, who will be recognized at an awards ceremony.

Profiles, News and Other Features about Luminaries' Finalists will appear regularly on ThinkAdvisor and will be promoted through our Luminaries-branded newsletter and other newsletters from September 2025 through September 2026

To Stay Up-to-Date with the 2025 ThinkAdvisor Luminaries Awards program and to learn more about those driving the industry to new heights, we invite you to sign up for our Luminaries Newsletter.

For inquiries regarding this series, please contact Janet Levaux, [email protected] or [email protected].

Marketing Advantages for Participating

Illuminate Your Achievements
The ThinkAdvisor Luminaries Awards stand apart by shining a spotlight on exceptional accomplishments that transcend traditional metrics like asset growth or... More

More Opportunities to Showcase Your Firm's Excellence
In 2025, the ThinkAdvisor Luminaries Awards are expanding their scope to include more categories across... More

Celebrate Your Outstanding Achievers
The ThinkAdvisor Luminaries Awards reflect the profound changes reshaping the financial services industry.... More

Elevate Your Profile With Financial Services Professionals
The ThinkAdvisor Luminaries Awards are more than just recognition; they are a powerful platform to enhance... More

Be Part of Something Bigger
With a rigorous selection process and an unwavering commitment to genuine excellence, the ThinkAdvisor Luminaries Awards are not just accolades... More

Opportunity to Attend the Luminaries Awards Gala
The awards gala will feature an evening cocktail reception, red carpet photos, awards dinner, daytime panel.... More

Complimentary Benefits For Finalists

  • Finalist logo for use in your PR campaigns and marketing communications programs 
  • Finalist recognition on the ThinkAdvisor Luminaries Awards Hub displaying the latest awards details and developments
  • Description of your finalist initiative on the ThinkAdvisor website frequented by 425,000 average monthly visitors
  • Coverage of your finalist initiative in a dedicated Luminaries Awards newsletter distributed to ThinkAdvisor’s leading audience of financial advisors and planners

2024 Award Winners