2020 Essential Advisor Award

Advisors are an essential part of guiding investors through important investing decisions that affect their life circumstances. Because of this, Envestnet annually acknowledges advisors that leverage technology to deliver the desired level of personal attention to each client, big or small, as they continue to scale their practices through our Essential Advisor Award.


Garret S. Wong, ChFC®
Financial Advisor, Ameriprise
Anchorage, AK
Emmy Mastel and Jeff Benson
Financial Planners, Prudential Advisors
St. Louis Park, MN
Martin James, CPA/PFS
President, Martin James, CPA, PC
Managing Member, Martin James Investment & Tax Management, LLC
Mooresville, IN
Award recipients were selected by a panel of Envestnet leaders after evaluating qualitative and subjective surveys and nominations from Regional Directors. These financial Advisors were awarded for embodying the values detailed in The Essential Advisor.

2020 Asset Manager and Strategist of the Year Awards

For 16 years, Envestnet, in partnership with Investment Advisor magazine, has given recognition to high-conviction portfolio managers that embody investment management best practices. Our goal is to provide industry intelligence that empowers advisors to identify top-performing managers whose strategies can potentially bring their clients closer to achieving overall financial wellness.


Manager of the Year
T. Rowe Price Investment Management
Large Cap Equity
Brown Advisory
Large Cap Growth

Parnassus Investments
Core Equity Fund
Mid Cap
Wells Fargo Asset Management
Special Mid Cap Value
Small and SMID
The London Co.
SMID Managed Account Strategy
Global, International, and Emerging Market
ClearBridge Investments
International Growth ADR SMA
Fixed Income
T. Rowe Price Investment Management
Bank Loan Strategy
Breckinridge Capital Advisors
Intermediate Sustainable Tax Efficient SMA
Liquid Alternatives
Eaton Vance
Global Macro Absolute Return Strategy
Capital Group
American Funds Core Models
The winners in each category were selected from hundreds of portfolio managers using the systematic, proprietary, and multi-factor methodology developed by Envestnet’s Portfolio Management Consultants group, Envestnet | PMC. The extensive qualitative and quantitative criteria taken into consideration include firm profile, performance, tax efficiency, investment process and style, composite, and customer service.

To be eligible for an Asset Manager and Strategist of the Year Award, managers must have at least $200 million in assets under management and three years of experience. Managers’ strategies must also be broadly available on the Envestnet platform, and open to new investors.
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