Finding High-Growth RIAs with FINTRX: Using Awards & Accolades as a Prospecting Lens

Why Industry Awards Matter

→ Proof of Growth: Awards surface firms gaining assets, talent, and clients.
→ Built-in Credibility: External validation creates a natural outreach hook (“Congrats on being named to Citywire’s list…”).
→ Market Signals: Recognition often aligns with expansion, hiring, or M&A - key triggers for solutions providers.

Citywire’s 50 Growers Across America 2025

Published in August 2025, Citywire’s 50 Growers report highlights the fastest-growing RIA in every state. Rankings are based on objective measures including AUM growth (absolute and percentage) and headcount growth, with FINTRX powering the underlying data.

RIAs proudly publicize these accolades. Cary Street Partners (Virginia) and Apollon Wealth Management (South Carolina), both named in 2025, publicly celebrated their inclusion across press releases and social channels, signaling both pride and openness to new partnerships.

🔗  FINTRX Powers Citywire’s 2025 50 Growers Across America Report
🔗  The Complete List of Fastest Growing RIAs in Every State - 2025

Filtering by Awards in FINTRX

Knowing which RIAs are gaining momentum is only half the battle. The real advantage comes from being able to act on it inside FINTRX. The 'Industry Awards & Accolades' filter lets you search by distinctions such as Citywire 50 Growers Across America (2025). From there, you can refine by:

• AUM thresholds (e.g., $500M–$10B)
• Custodian relationships (Schwab, Fidelity, Pershing)
• Geography (state, metro, or national)
• Business model (fee-only, hybrid)
• Decision-maker roles (CIO, Head of Wealth, COO)

Save results as 'Dynamic Lists' to keep data refreshed automatically and share across sales and marketing.

Practical Workflows

Territory Planning: Build a list of recognized RIAs in your coverage area.
Conference Targeting: Layer awards with event geographies for better-qualified meetings.
M&A Targeting: Combine accolades with succession and ownership data for deal sourcing.
Distribution Alignment: Match award-winning RIAs with your custodian or investment strategy focus.

Turning Awards Into Outreach

Awards work best as context, not the pitch. A simple structure:

Congratulate: “Congrats on being named to Citywire’s 50 Growers Across America 2025 for Virginia…”
Add Insight: “…your rapid AUM and team growth suggest scaling challenges ahead.”
Offer Value: “…we help RIAs streamline model portfolio delivery across custodians.”

This approach keeps outreach relevant, timely, and value-driven.

FINTRX AI Prompts to Try

List Building & Targeting:

“Create a ranked list of RIAs included in Citywire’s 50 Growers Across America (2025) with >$1B AUM, on Schwab or Fidelity, located in CA, OR, or WA. Include CIO/CEO contact details and one recent growth signal per firm.”

Email Outreach:

“Draft a 90-word email congratulating [Firm Name] on being recognized in Citywire’s 50 Growers Across America (2025), tying that momentum to [our product/service]. Focus on one relevant benefit based on their custodian and team size.”

Meeting Prep:

“Summarize [Firm Name] in under 120 words. Include: core client segment, investment style, custodian(s), leadership changes in the last 12 months, and why they were named in Citywire’s 50 Growers 2025. End with 2 discovery questions.”

Additional Awards & Accolades to Leverage

​​Citywire’s 50 Growers is just one example of accolades available in FINTRX. You can also search RIAs and wealth managers recognized across the industry, such as:

• Barron’s Top RIAs & Top 100 Independent Advisors – a trusted benchmark of scale and advisor quality
• Financial Advisor Magazine’s RIA Ranking – spotlights firms with rapid year-over-year AUM growth
• Forbes Top RIAs – includes America’s Top Wealth Advisors and the Forbes Top RIA lists, highlighting both standout individual advisors and high-performing firms
• AdvisorHub Lists – highlights Top 100 RIAs, 100 Fastest Growing Advisors, and Advisors-to-Watch, surfacing rising talent and expansion

Takeaway

Awards like Citywire’s 50 Growers Across America 2025 aren’t just headlines, they’re prospecting data. With FINTRX, you can instantly filter RIAs by recognition, layer on AUM, custodian, and geography, and generate targeted outreach with AI.

The result is clear: faster list-building, higher-quality conversations, and more effective distribution. 

Request a FINTRX demo to see how we can help you build a Citywire 50 Growers 2025 list tailored to your territory and turn it into booked meetings.