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Schwab Honors 2013’s Exceptional RIA Firms With Annual IMPACT Awards®

Stocks in this article: SCHW

Schwab Advisor Services today announced the recipients of its annual IMPACT Awards® for registered investment advisors (RIAs). The winning firms for 2013 are:

  • Homrich Berg, for the Best-in-Business IMPACT Award™
  • Paracle Advisors, LLC, for the Pacesetter IMPACT Award™
  • Evensky & Katz Wealth Management, for the Trailblazer IMPACT Award™

The firms were honored during the Schwab IMPACT® 2013 conference in Washington, D.C. The annual conference is the nation’s largest and longest-running gathering of independent registered investment advisors. IMPACT Awards are given to RIAs that have advanced the industry’s reputation for client service through their demonstrated leadership, innovative business practices and strategic growth. The Trailblazer Award further acknowledges a firm that has advanced the industry’s interests through advocacy, has made a difference in their community and has helped shape the future for all RIAs. Profiles and videos of the 2013 winners are available at www.impact.schwab.com/awards/winners.html.

“Today we recognize and celebrate three RIA firms that have made a positive impact on our industry by implementing exceptional standards and practices to provide outstanding service to their clients,” said Bernie Clark, executive vice president and head of Schwab Advisor Services. “The industry benefits from their achievement and we thank this year’s winners for pushing us all to higher standards of excellence.”

Judges for the 2013 IMPACT Awards® were Kevin Keller, Chief Executive Officer, CFP Board; Julie Littlechild, Chief Executive Officer of Advisor Impact; Dr. Thomas R. Robinson, Managing Director, Americas, CFA Institute; and Sean R. Walters, Executive Director and CEO, Investment Management Consultants Association.

Schwab makes a donation of $15,000 to a charity of choice on behalf of the Best-in-Business, Pacesetter, and Trailblazer Award recipients and a donation of $1,000 on behalf of the judges for their participation in this program.

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