Following a comprehensive survey of organizations across the wealth industry, InvestmentNews is proud to announce its 2025 list of Best Places to Work for 2025.
The firms in this year's list were evaluated on several metrics including what they offer employees in terms of compensation, culture, employee benefits, and DEI. Based on anonymous responses from employees, those that received an average satisfaction rating of 80 percent or higher made the cut.
As the war for talent continues to intensify in the wealth space, some of the best places to work for financial advisors in 2025 are distinguishing themselves with appealing benefits. That includes flexibility on in-person work, allowing team members to work remotely on a partial or full-time basis.
"While some team members work remotely full-time for personal reasons, the majority follow a hybrid model – working from home one to two days a week and spending the rest of the time in the office,” says Carol Sheffield, chief compliance officer at Per Stirling Capital Management.
There's been a growing chorus of leaders calling for a full-on comeback to the office, including Jamie Dimon, who recently rejected an employee petition to scrap a five-day return-to-office policy at JPMorgan. While critics of remote work argue it leads to lost productivity, VLP Financial Advisors is seeing very different results.
"We don’t see that with our team members because we empower them to do the best they can and show our trust in them,” director of operations Nicholas DiFiore says.
Winthrop Wealth, meanwhile, prides itself in a "zero-burnout" policy that places great trust in employees to manage their own time off.
“We’ve noticed that people use it thoughtfully," Chief Operating Officer Lucas Winthrop says. "It’s not about taking endless time off but about creating a process that encourages and supports people taking time for themselves, leading to higher engagement, longevity in careers, and the ability to live full lives.”
To enrich its pool of talent, VLP also actively works with local colleges to find interns whose experience could help grow the profession. Beyond their skillls and alignment with company culture, DiFiore says the firm does its part to open doors to people from diverse backgrounds.
"We have a couple of different avenues to ensure that team members feel heard and are able to provide their perspective, so we are pretty proud of our progress," he says.
Among the best places to work for advisors in 2025, InvestmentNews is focusing the spotlight on:
To view the full list and other insights from selected winners, click here.
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