We’re excited to be named one of the Best Places to Work for Financial Advisers by Investment News magazine. Their annual ranking recently came out and they named us #16 in the country in the category of 15-29 employees. Including the two larger firm categories, there were 75 firms that made the 2020 list.

From the Investment News 4/27/20 issue: “The third annual Investment News Best Places to Work for Financial Advisers highlights 75 firms that recognize the importance of a strong workplace culture. They stand as role models for the industry. Our list of top firms was created by Best Companies Group through online employee and employer surveys. Firms voluntarily participated in this program and information about each firm was combined to assess its strengths and ultimately to determine its ranking.

The 75 firms presented are grouped in three categories based on employee count. The profiles of these standout firms highlight the human resources policies and workplace practices they focus on to attract and retain skilled employees in a competitive environment for talent.”