Nate Lenz Named Finalist for CEO of the Year by WealthManagement.com

Congratulations to our CEO, Nate Lenz, on being named a finalist for CEO of the Year by WealthManagement.com!

This recognition, part of the 2025 Wealth Management Industry Awards (“The Wealthies”), celebrates outstanding leadership across the financial advisory space. Nate’s visionary leadership, deep commitment to advisors, and relentless focus on innovation have earned him a well-deserved place among some of the industry’s most respected executives. We’re proud to see him honored on this national stage.

Individual RIA Firms

Chief Executive Officer of The Year ($25Bn or less AUM)

Aspiriant – Rob Francais

Callan Family Office – Jack Ginter

Concurrent Investment Advisors – Nate Lenz

Farther – Taylor Matthews

Independent Advisor Alliance – Robert Russo

Integrated Partners – Paul Saganey

Merit Financial Advisors – Rick Kent

RFG Advisory – Shannon Spotswood

Snowden Lane Partners – Rob Mooney

Stratos Wealth Partners – Jeff Concepcion

Summit Financial – Stan Gregor

Wescott Financial Advisory Group – Grant Rawdin

See the full list and more at WealthManagement.com.

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