Best Places to Work for Financial Advisers

FIRST ANNUAL AWARDS LUNCHEON

In May 2018, at the University Club in Chicago, InvestmentNews recognized the firms honored on the first Best Places to Work for Financial Advisers list. This event gathered the industry’s top RIAs and independent firms who excel in employee engagement, culture, benefits and more.

WHY SPONSOR

Support the industry’s top RIAs and independent firms actively attracting next gen, retaining top talent and fostering diversity. Make the most of this opportunity to engage with the leading owners and managers. Click here to download detailed sponsorship information.

About the recognized firms:

  • 33 RIAs, 12 hybrids and 4 independent broker-dealer advisory firms
  • Our best places oversee a combined $115 billion in client AUM across 59,000 clients – including 34 firms with over $1 billion – for an average client size of $1.9 million of AUM
  • On average, they have a staff of 46
  • Excel most in employee engagement by staff communication and transparency
  • Stand out as an employer of choice by offering outstanding benefit packages that are ahead of the curve

Click here to view the list.

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Location

University Club of Chicago

76 East Monroe Street

Chicago, IL 60654

Tel: (312) 744-1900

Get directions and parking info

Dress Code: Business casual attire or better is required at the University Club.

For More Information...

Join the Conversation

Join our LinkedIn Group and follow us on Twitter to participate in the most important conversation impacting our industry, and network with other financial advisers who are attending the luncheon.

How could diversity help your business? Lauren Kozora from @Pershing tells us what it’s done for her! #INDiversity https://t.co/4Qe4YNoHq6Tuesday, Oct 09, 2018 6:10PM @eventsFromIN Are you setting a good example for our future advisors? @YanSiefa form Delaware State University, tells us who his… https://t.co/8h8T4JrcRCTuesday, Oct 09, 2018 6:07PM @eventsFromIN How@to understand the unique needs of your clientele with Natasha Horn from @Albridge #INDiversity https://t.co/REvArAw4Z1Tuesday, Oct 09, 2018 6:00PM @eventsFromIN
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