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.
With over 600 clients, the $71 billion RIA acquirer's latest partner marks its second transaction in Oklahoma.
Also, wealth.com enters Commonwealth's tech stack, while Tifin@work deepens an expanded partnership.
Back office workers and support staff are particularly vulnerable when big broker-dealers lay off staff.
The fintech giant is doubling down on its strategy to reach independent advisors through a newly created leadership role.
The two firms are strengthening their presence in California with advisor teams from RBC and Silicon Valley Bank.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
