Venue
TBA
TBA

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Organizer InvestmentNews (IN)
Submission deadline 19 Oct 2018 5:00pm EDT (about 3 years ago)
Date Awarded 1 Jan 2019 8:00am EST (almost 3 years ago)
Region Americas
Details

ELIGIBILITY REQUIREMENTS
We welcome all organizations meeting the following eligibility requirements:

The InvestmentNews Best Places to Work for Financial Advisers recognition program identifies and highlights financial advisory firms that empower employees to provide clients with the best possible investment and financial planning advice.

Be a registered investment adviser (RIA) or affiliated with (but not an employee of) an independent broker-dealer (IBD) or be a hybrid/dually-registered firm affiliated with an IBD and doing business through an RIA. Note: Firms should directly provide financial advice to households or organizations.
Be in business for a minimum of one year.
Have a minimum of 15 full-time employees.

Past winners

Past Winners:

SMALL EMPLOYER CATEGORY (15 - 29 U.S. EMPLOYEES)
Rank Company
1 Berman McAleer, LLC
2 Legacy Wealth Management, Inc.
3 CIC Wealth
4 Richard P. Slaughter Associates, Inc
5 Appleseed Capital
6 Miracle Mile Advisors
7 True North Advisors
8 BSW Wealth Partners
9 Center For Financial Planning
10 Pensionmark Financial Group
11 Per Stirling Capital Management, LLC
12 Covington Capital Management
13 NCA Financial Planners
14 Private Ocean LLC
15 Greenspring Wealth Management
16 Provise Management Group, LLC
17 Armstrong, Fleming & Moore Inc.
18 Petersen Hastings Investment Management
19 CJM Wealth Advisers, Ltd.
20 West Financial Services, Inc.
21 Lassus Wherley
22 Halbert Hargrove Global Advisors, LLC
23 Pell Wealth Partners
24 Bartholomew & Company, Inc. MEDIUM EMPLOYER CATEGORY (30 - 49 U.S. EMPLOYEES)

Rank Company
1 JMG Financial Group
2 Accredited Investors Wealth Management
3 Cassaday & Company, Inc.
4 MRA Associates
5 Axial Financial Group
6 Signature Family Wealth Advisors
7 SYM Financial Advisors
8 Fragasso Financial Advisors
9 Exemplar Financial Network
10 Carson Wealth Management Group
11 AEPG Wealth Strategies
12 Private Vista, LLC
13 Merit Financial Advisors LARGE EMPLOYER CATEGORY (50 OR MORE U.S. EMPLOYEES)

Rank Company
1 Balasa Dinverno Foltz LLC
2 Signature Estate & Investment Advisors
3 Gurtin Municipal Bond Management
4 Tolleson Wealth Management
5 SignatureFD, LLC
6 Cedar Brook Group
7 The Colony Group
8 Modera Wealth Management, LLC
9 RegentAtlantic
10 Adviser Investments LLC
11 Savant Capital Management
12 Moneta Group
13 Bronfman Rothschild