15-29 Employees

2

CIC Wealth

Overall Ranking3

Employees15 Firm TypeRIA CEORyan Wibberley LocationRockville, Md. Primary CustodianSchwab Advisor Services Broker DealerPurshe, Kaplan, Sterling Investments

Overall Ranking3

Employees15 Firm TypeRIA CEORyan Wibberley LocationRockville, Md. Primary CustodianSchwab Advisor Services Broker DealerPurshe, Kaplan, Sterling Investments

CIC Wealth is a good example of how a company's culture reflects its top leadership.

CIC Wealth is a good example of how a company's culture reflects its top leadership.

“When issues pop up, I personally intervene. I talk to the parties, bring them together,” said Ryan Wibberley, the firm’s founder and CEO. “I tend to be the bridger of all people.”

As role model in chief, he sets the tone for the 15 employees in two offices by modeling empathy and emotional intelligence. Mr. Wibberley and his team strive to create an environment where employees feel safe to test the limits of their abilities.

“We want people to always feel they can take an idea and run with it, within reason,” he said. “We constantly tell them to try to do something a better way, to ‘break everything.’”

A basic philosophy of the firm is that advisers should enjoy those with whom they’re working. And that goes for clients, too, as the firm has been known to fire clients who create too much anxiety or distress for advisers.

— Deborah Nason

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