50+ Employees

2

Signature Estate & Investment Advisors

Overall Ranking21

Employees69 Firm TypeRIA CEO and PresidentBrian D. Holmes LocationLos Angeles, CA Primary CustodianSchwab Advisor Services

Overall Ranking21

Employees69 Firm TypeRIA CEO and PresidentBrian D. Holmes LocationLos Angeles, CA Primary CustodianSchwab Advisor Services

When the four founders of Signature Estate & Investment Advisors started the firm, they wanted to maintain the independence of their four respective practices, even as they joined forces, said Brian D. Holmes, president and CEO.

When the four founders of Signature Estate & Investment Advisors started the firm, they wanted to maintain the independence of their four respective practices, even as they joined forces, said Brian D. Holmes, president and CEO.

"We realized we had to create a different model so that people wouldn't ever want to leave the firm," he said.

As a result, they created two classes of ownership shares. The first class represents ownership of the business in general, and the second represents ownership of one's own practice. Now, 21 years later, there are 17 advisory practices across six branches — and no adviser has ever left the firm.

Another organizational policy that makes employees want to stay is Signature's innovative career path program. Because the founders all started their advisory careers right out of college, they are strong advocates of recruiting new graduates. New recruits can choose among three career tracks:

1. Analyst, which feeds into the investment department

2. Operations, which leads to jobs in areas such as operations, technology, compliance, trading or fiduciary oversight

3. Financial advising, which assigns associates to work directly on adviser teams

"Many start in one direction and then decide to go in different ones," Mr. Holmes said. "There's a great impact on retention because of the flexibility. You can change career paths but stay at the same firm."

— Deborah Nason

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