Quotient Wealth Partners, an independent registered investment advisory (RIA) firm managing approximately $5 billion in assets as of September 30, 2026, announced today that co-CEOs Jonathan Blumenthal and Brandon Ross have both been named finalists for CEO of the Year in the 2026 ThinkAdvisor Luminaries Awards. The firm was also recognized as a finalist for Product or Service Innovation in the RIA category for firms with less than $10 billion in AUM/AUA. Finalists were selected by ThinkAdvisor’s judging panel from submitted nominations. Quotient Wealth Partners did not pay a fee to be considered. Winners will be announced December 3, 2026. Finalist status does not reflect any client’s experience and is not indicative of future performance.

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Brandon Ross, Co-Founder and Co-CEO of Quotient Wealth Partners

Founded in 2023, Quotient Wealth Partners has built a wealth management model rooted in specialized financial expertise, personalized client service and commitment to organic growth. The firm has focused on serving executives and employees of large U.S. companies, with an understanding of their complex employee benefits, equity compensation programs and retirement planning needs.

Quotient's advisors help clients navigate sophisticated financial decisions, from managing concentrated stock positions and equity-based compensation to transitioning into retirement. The firm also emphasizes comprehensive healthcare planning, including long-term care considerations and healthcare advocacy, recognizing the increasingly important role these decisions play in protecting retirement security and overall financial well-being.

“When we created Quotient Wealth Partners in 2023, we drew on decades of experience across our leadership team to determine what we wanted to replicate and what we wanted to leave behind,” Blumenthal said. “Our goal was to build a firm where clients receive the same level of thoughtful, personalized care we would want for our own families.”

At a time when consolidation and acquisitions continue to reshape the wealth management industry, Quotient is pursuing a strategy focused on organic growth, emphasizing long-term client relationships, advisor development and a consistent client experience.

The firm has also invested in advisor training and professional development programs, giving emerging advisors opportunities to engage directly with clients and learn alongside experienced professionals.

“We've created what we call the 'Quotient Way,' a culture built around putting clients at the center of everything we do,” Ross said. “Our focus is on delivering thoughtful, personalized financial advice, developing the next generation of advisors and growing through the strength of our client relationships.”

For more information about Quotient Wealth, go to quotientwealth.com.

About Quotient Wealth Partners

Quotient Wealth Partners is an independent wealth management firm with more than 150 years of combined industry experience. The firm manages approximately $5 billion in assets for more than 2,000 clients nationwide as of September 30, 2026, providing comprehensive financial planning, investment management, retirement planning and specialized guidance for corporate executives and professionals. For more information, visit www.quotientwealth.com.

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“Our goal was to build a firm where clients receive the same level of thoughtful, personalized care we would want for our own families."