March 1, 2021
Adviser Investments announced today that, for the fourth year in a row, it has been recognized one of the “Best Places to Work for Financial Advisers” by InvestmentNews in 2021. Seventy-five organizations within the wealth management sector were named to this year’s list. Adviser Investments ranked 9th among organizations with more than 50 employees, up from 16th last year.
InvestmentNews’ ranking endeavors to identify and highlight financial advisory firms that empower employees to provide clients with the best possible investment and financial planning advice.
“We’ve all seen the value of a great work culture over the past year, and InvestmentNews is excited to once again recognize those firms that are taking a lead in providing great financial advice and being a great place to work,” said George Moriarty, InvestmentNews’ chief content officer. “These firms are leading the industry in developing best‐in‐class human resource practices.”
For the last four years, Adviser Investments’ commitment to professional growth and continuing education initiatives, profit-sharing contributions, highly competitive benefits packages and community service initiatives won a place for the firm among the top-25 large advisory firms.
Among other workplace initiatives, the company nurtures its employees’ professional development with ongoing training and a well-defined team structure, providing an opportunity for individuals to grow with the company. The firm’s mentoring program pairs promising young employees with more experienced investment professionals to complete a year-long course and final project above and beyond their day-to-day job responsibilities. This strategy has helped Adviser Investments sustain a strong company culture, with many entry-level employees going on to take on leadership roles in the firm’s relationship management, operations, finance and marketing divisions.
Last March, Barron’s recognized Adviser Investments among the top 10 firms on its list of the “Top Massachusetts Financial Advisors” for the seventh year in a row.
In addition to this most recent InvestmentNews award, the firm has earned multiple honors for its commitment to its workforce. In 2020, Adviser Investments was recognized for the fifth consecutive year among the “Best Places to Work in Money Management” by Pensions & Investments magazine.
In October 2020, the National Association for Business Resources (NABR) also included Adviser Investments on its Boston’s Best and Brightest Companies To Work For® list—the company’s fifth consecutive year achieving this honor. This competition identifies and celebrates organizations that display a commitment to excellence in their human resource practices and employee enrichment. In a separate accolade, Adviser Investments was recognized for the third year in a row among the “Nation’s Best and Brightest in Wellness” by the NABR.
The firm has also won numerous company awards. In September 2020, Barron’s ranked the firm among the top 30 on Barron’s America’s Best Independent Advisers for 2020, placing Adviser Investments among its list of elite independent wealth managers for the eighth consecutive year.
Among other recent honors, RIA Channel named Adviser Investments a “Top 100 Wealth Manager” and the Boston Business Journal recognized the firm among Massachusetts’ top-25 independent investment advisers. RIA Channel alongside Forbes selected Adviser Investments as one of their “Top ETF Power Users.”
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About Adviser Investments
Adviser Investments and its subsidiaries operate as an independent, professional wealth management firm with particular expertise in Fidelity and Vanguard funds, actively managed mutual funds, exchange-traded funds, fixed-income investing, tactical strategies and financial planning.
With more than 3,500 clients and $6 billion under management, Adviser Investments is one of the nation’s largest registered investment advisers. Our wealth management professionals focus on helping individual investors, trustsA legal document that functions as an instruction manual to how you want your money managed and spent in your later years as well as how your assets should be distributed after your death. Assets placed in a trust are generally safe from creditors and can be sold by the trustee in short order, avoiding the lengthy and costly probate process., foundations and institutions meet their investment goals. Adviser Investments’ minimum account size is $350,000.
For more information, please visit www.adviserinvestments.com or call 800-492-6868.
InvestmentNews’ “Best Places to Work for Financial Advisers” award is conducted in partnership with employee survey firm Best Companies Group. Winners are selected from a two-part survey completed by employers and employees. Employers report their organization’s workplace policies, practices and demographics. Employees complete a survey designed to measure the employee experience in areas such as leadership and planning, pay and benefits, corporate culture and communications and work environment. Scores from the employee survey represent three-quarters of the weight of the final rankings. Firms do not pay a fee to participate. To be eligible for the award firms must be a registered investment adviser or broker-dealer; be in business for at least one year and have at least 15 full-time employees. In 2018, 50 firms were named to the list; in 2019–2021, 75 were named. The award sponsor has not disclosed how many firms were surveyed or considered for this recognition, nor the percentage of total participants that ultimately received recognition. For more information and a complete list of recipients, visit https://bestplacesforadvisers.com/. Years Received: 2021, 2020, 2019, 2018.
Pensions & Investments’ “Best Places to Work in Money Management” award is conducted by research firm Best Companies Group (BCG). Participating firms and their employees complete surveys assessing corporate culture and communications, role satisfaction, work environment, relationship with supervisor, training, development and resources, pay and benefits and overall engagement. BCG analyzes the results and ranks participating firms, which must have an office in the United States, at least 20 employees and $100 million in discretionary regulatory assets under management and have been in business for at least one year. For more information and a complete list of recipients, visit https://www.pionline.com/BPTW2020.
The national and Boston-based “Best and Brightest Companies to Work For®” competition recognizes organizations displaying a commitment to human resource practices and employee enrichment. Only companies that voluntarily participate are considered for recognition. The competition assesses participating organizations based on categories such as communication, work-life balance, employee education, diversity, recognition, retention and more. Participation is not limited to companies in the financial services industry. In order to participate, an organization must have at least 10 employees; be in business for at least one year; complete the required surveys; and pay any applicable fees. Certain fees are assessed to participants requesting specific analysis and reports on their application. Participants are not required to pay any particular fee or purchase any particular analyses or reports. An analysis fee of $275 was submitted with the Best and Brightest Companies to Work For in the Nation® application. Participating companies are then benchmarked against participants both regionally and nationally. Award is not indicative of future investment performance nor represents client experience. For more, visit https://thebestandbrightest.com/events/2020-best-and-brightest-companies-to-work-for-in-the-nation/winners/ and https://thebestandbrightest.com/events/bostons-2020-best-and-brightest-companies-to-work-for/.
The National Best and Brightest Companies in Wellness® Program—in conjunction with their scoring partner SynBella—surveys and evaluates each participating organization’s efforts in employee wellness. Participation is not limited to companies in the financial services industry. In order to participate, an organization must have at least 10 employees; be in business for at least one year, complete the required surveys, and pay any applicable fees. Certain fees are assessed to participants requesting specific analysis and reports on their application. Participants are not required to pay any particular fee or purchase any particular analyses or reports. For more information and a complete list of recipients visit: https://thebestandbrightest.com/programs/participation/. Years Received: 2020, 2019, 2018.
The Barron’s America’s Best Independent Advisers rankings consider factors such as assets under management, revenue produced for the firm, and quality of practice as determined by Barron’s editors. The award sponsor has not disclosed how many firms were surveyed or considered for this recognition, nor the percentage of total participants that ultimately received recognition. Prior to 2019 the award was called the Barron’s Top 100 Independent Wealth Advisers. For more information and a list of recipients visit https://www.barrons.com/report/top-financial-advisors/independent/2020. Years Received: 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013.
The Barron’s Top Advisor Rankings by State (Massachusetts) (also referred to as Barron’s Top 1,200 Financial Advisers) considers factors such as assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. According to Barron’s, “around 4,000” advisory firms were considered for this recognition in 2020; with about 1,200 firms receiving recognition. For more information and a complete list of recipients, visit https://www.barrons.com/report/top-financial-advisors/1000/2020?mod=article_inline. Years Received: 2020, 2019, 2018, 2017, 2016, 2015, 2014.
RIA Channel® “Top 100 Wealth Managers” ranks wealth managers “based on a proprietary set of criteria and data. The ranking is based on both size and growth in assets as of June 30, 2020, as reported to the SEC. RIA Database (RIADatabase.com) was used for regulatory data, organic research, and advisor surveys.” (See https://www.riachannel.com/2020-top-100-wealth-manager-list-methodology/.) Adviser Investments did not verify any data—nor were we asked to—prior to ranking or publication. Regulatory Assets Under Management (“RAUM”) displayed on RIA Channel’s website is calculated by RIA Channel, not Adviser Investments. We did not independently calculate our RAUM as of June 30, 2020, nor do we know RIA Channel’s RAUM calculation methodology. RIA Channel has not published information on how many firms were considered for ranking, nor did it publish criteria used for inclusion for consideration on this ranking. Adviser Investments did not submit any information to RIA Channel regarding in this ranking, request to be considered for the ranking or pay any fee in connection with this recognition. For more information and a complete list of recipients and rankings, visit https://www.riachannel.com/top-100-wealth-manager-list-2020/.
The Boston Business Journal Largest Independent Investment Advisers in Massachusetts (also referred to as Boston Business Journal Top 25 Advisers (Massachusetts)) ranking is based on each ranked firm’s assets under management as of June 1, 2020. Only firms that choose to participate are ranked and included on the list. The award sponsor has not disclosed how many firms were surveyed or considered for this recognition, nor the percentage of total participants that ultimately received recognition. For more information and a complete list of recipients and rankings visit: https://www.bizjournals.com/boston/subscriber-only/2020/07/16/largest-independent-investment-advisers.html. Years Received: 2020, 2019, 2018.
RIA Channel® Top 100 Power Users ranks wealth management firms using exchange traded funds (ETFs).based on aggregate dollar value held as reported on the firm’s September 30, 2019 Form 13F filing with the U.S. Securities & Exchange Commission (“SEC”). Firms are ranked from greatest to least based on total dollar value of managed on a discretionary basis. Data was collected by RIA Channel affiliate RIA Database, www.riadatabase.com, and final ranking results issued by RIA Channel and Forbes. Ranking does not analyze how ranked firms utilize ETFs or performance. To be considered for the rankings, firms must be domiciled in the United States; be registered with the SEC; primarily manage assets for retail individual clients; and provide comprehensive wealth management and financial planning services. The award is not indicative of client experience nor future investment performance. Adviser Investments did not submit any information to RIA Channel regarding in this ranking, request to be considered for the ranking, nor pay any fee in connection with it. For more information and a complete list of recipients, visit https://www.riachannel.com/top-100-etf-firms-power-user-ranking/.
Awards referenced above do not consider client experience and are not indicative of such. Nor are awards indicative of future performance. Unless otherwise noted, Adviser Investments does not pay a fee to participate in any of these awards. Additionally, awards typically only consider and recognize participants that choose to participate; and are often based on information supplied by the participants—such information should not be assumed to be verified by the sponsor of the award. For additional information on awards and recognition received, visit https://www.adviserinvestments.com/awards-and-recognitions/.
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