As the wealth industry faces mounting challenges, the pressure to attract and retain top-tier financial professionals is as high as it’s ever been.
Aside from the usual uncertainty in markets, cross-currents of consolidation are washing over the industry. Elite advisors and their teams are eager to find the best opportunities possible to grow their book of business, advance their careers, and serve their clients’ interests.
Against that dynamic backdrop, InvestmentNews is proud to unveil this year’s Best Places to Work for Financial Advisors.
Whether it’s through monetary incentives, workplace flexibility, or strategic support, the top firms for US financial advisors to work are pulling out all the stops in the competition for assets and intellectual capital.
At an enterprise level, this year’s leading firms are innovating to create productive work environments with learning and team-based cultures.
“There's a great aspect of teamwork here, and we all want the boats to rise together,” said Yonhee Gordon, principal and chief operating officer at JMG Financial Group.
In the post-COVID world, leading employers are giving back valuable time and energy to advisors by instituting flexible work models, which have seen 100% adoption across all the firms on this year's list.
“We care about the totality of our team members’ lives – not just about how they’re performing at work,” said Lauren Adams, director of operations at the Center for Financial Planning.
At a more individual level, the best workplaces for financial advisors offer advisors opportunities to advance and shape their careers as they see fit, whether it’s through restructured career pathways, educational support programs, or succession planning initiatives.
“We strive to create an environment where professionalism and personal growth go hand in hand, ensuring that our advisors have the support and resources they need to succeed,” said Nicholas DiFiore, director of operations at VLP Financial Advisors.
Among this year’s awardees, Investment News is shining the spotlight on three outstanding firms:
To learn more about the best places to work for financial advisors in the USA – who they are, where they’re from, and what they’re doing – click here.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
