Affiliated Advisors' Trisha Qualy Receives Prestigious Industry Awards for Leadership and Excellence

Affiliated Advisors' Trisha Qualy Earns Prestigious Honors in Wealth Management

In an exceptional recognition of leadership and excellence within the wealth management industry, Trisha Qualy, the Managing Partner at Affiliated Advisors, has recently garnered two prestigious awards. These accolades not only reflect her individual accomplishments but also underscore the progressive vision and impact of Affiliated Advisors as a leading platform that supports financial advisors.

Qualy was honored as a "Rising Star Under 40" by InvestmentNews, which spotlights young professionals who are steering the wealth management landscape. This recognition highlights her innovative approach to building sustainable businesses and meaningful client relationships. It is particularly notable that this award is restricted to those who are under 40 years of age and making significant strides in the industry.

Additionally, Finance & Commerce has named her among the "Top Women in Finance 2025." This honor recognizes women who are not only achieving personal success but are also playing instrumental roles in shaping the finance sector—breaking down barriers and paving the way for future leaders.

In October 2025, InvestmentNews emphasized Qualy's exceptional abilities to navigate through market fluctuations while establishing referral networks that transcend conventional methods. Her focus on nurturing talent and embracing technology that contributes to scalable business operations position her as a formidable force in wealth management.

Earlier that September, Finance & Commerce's selection was a testament to her business acumen and leadership in promoting diversity and inclusion within the finance sector. Qualy is now part of an elite group of 37 women recognized for their contributions to the industry and their communities.

Rita Robbins, the President of Affiliated Advisors, remarked, “This dual recognition reflects not only Trisha's hard work but also our organization's mission to empower financial advisors to ascend their professional journey.” Robbins praised Qualy’s strategic vision and her commitment to fostering client-centric practices.

Under Qualy's leadership, Affiliated Advisors has enhanced its platform capabilities, expanded its offerings, and solidified its reputation as a premier resource for independent financial advisors. Her balanced approach to strategy, team development, and client relationships has driven transformative results, enabling advisors to evolve their businesses into scalable and sustainable enterprises.

In her acceptance of the awards, Qualy expressed humility and gratitude: "I am honored to be recognized among remarkable peers. This acknowledgment reflects the collective effort of our team at Affiliated Advisors and emphasizes the significance of developing a successful financial practice." She is committed to working alongside advisors focused on amplifying their firms' value and community impact.

Affiliated Advisors remains dedicated to nurturing financial advisors through its comprehensive services, including consulting, M&A, succession planning, and technology support. By equipping advisors with critical resources and effective methodologies, Affiliated Advisors aims to enhance competitiveness and success in the dynamic wealth management arena.

As the wealth management landscape continues to evolve rapidly, the achievements of leaders like Trisha Qualy serve as inspiration for both current advisors and future generations seeking a path in finance. Her story exemplifies the potential for impactful leadership that not only benefits an individual but inspires an entire industry.