Morton Brown Family Wealth is excited to announce that it has been named the 2025 RIA Team of the Year in the Under 10 Advisors category by InvestmentNews, a national award that spotlights firms redefining excellence in wealth management.
This distinction celebrates advisory teams that demonstrate leadership, innovation, and a meaningful impact on clients while advancing the standard of care across the profession.
Awardees were evaluated based on a range of criteria, including growth, leadership, innovation, and client service. Morton Brown’s recognition reflects the team’s focus on building deep, value-based relationships and delivering a client experience defined by clarity, confidence, and care.
Dennis Morton and Kathryn Brown accepted the honor during the InvestmentNews Excellence Awards held on June 24, 2025, in New York City, a ceremony celebrating firms and professionals across the country who are making meaningful contributions to the industry and the lives of those they serve. Dennis was also recognized individually as Advisor of the Year – Northeast Region at the event.
The RIA Team of the Year (Under 10 Advisors) and Advisor of the Year – Northeast recognitions were provided by InvestmentNews. Awardees were announced on April 29, 2025, and the category winners were announced on June 24, 2025. Morton Brown was nominated by a third party and did not pay any compensation to be considered for this award. Methodology and eligibility information can be found by clicking here.
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