January 7, 2021
Adviser Investments is pleased to announce that it was named one of the “Best and Brightest Companies to Work For in the Nation®” for 2020 by the National Association for Business Resources (NABR).
According to the NABR, this award “celebrates achievement and success in empowering employees’ lives through rich heritage and culture. These traits distinguish the ‘Best & Brightest’ and empower winning companies to excel.”
Adviser Investments’ completed a survey for the NABR that placed the firm into consideration. Among the items highlighted therein were Adviser Investments’ ongoing commitment to professional growth and continuing education, profit-sharing contributions to employees’ 401(k) plansA 401(k) plan is a retirement account that a company sets up on behalf of its employees. Both the participant and the employer can contribute to the account. There are two types of 401(k)s, traditional and Roth. Income invested in traditional 401(k)s isn’t taxed while it’s invested, but is taxed when it’s withdrawn. Income invested in a Roth 401(k) is taxed before it’s invested, but no tax is paid when it is withdrawn., wellness programs, highly competitive benefits packages and community service initiatives.
Adviser Investments is committed to developing next-generation leadership by asking management-track employees to participate in a structured mentor program, under which employees partner with a senior team member to benefit from internal and external coaching and have the opportunity to tackle a high-visibility leadership project and present results to the firm’s founders.
The firm also devotes significant time and resources to our employees’ physical and emotional well-being via stress management, fitness and nutritional training, meditation workshops, self-defense instruction and more. Likewise, we respect our employees’ commitment to philanthropic endeavors and support this outreach with matching contributions, an open forum to share chosen causes and paid volunteer time. This priority is further supported by the ongoing efforts of our volunteer committee, Adviser Cares outreach program and Women in Wealth Management Initiative.
The NABR survey process was audited, designed, and scored by Inquisium, a market research firm. The criteria are determined annually, based on market conditions and trends and applied throughout the country. To ensure that the selection of winners is pure and unbiased, the NABR’s research firm has no interaction with the administration of the event.
The “Best and Brightest” award caps a banner year for the company. In September, 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 accolades, 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. In March, Barron’s ranked Adviser Investments as the #5 “Top Wealth Adviser in Massachusetts.” RIA Channel alongside Forbes selected Adviser Investments as one of their “Top ETFA type of security which allows investors to indirectly invest in an underlying basket of financial instruments (these may include stocks, bonds, commodities or other types of instruments). Shares in an ETF are publicly traded on an exchange, and the price of an ETF’s shares will fluctuate throughout the trading day (traditional mutual funds trade only once a day). For example, one popular ETF tracks the companies in the S&P 500, so buying a share of the ETF gets an investor exposure to all 500 companies in the index. Power Users.”
The firm has earned multiple honors for its commitment to its workforce. Earlier this year, Adviser Investments was recognized for the fifth consecutive year among the “Best Places to Work in Money Management” by Pensions & Investments magazine. In addition, InvestmentNews named Adviser Investments one of its “Best Places to Work for Financial Advisers.” That ranking “honors…firms that empower employees to provide clients with the best possible investment and financial planning advice.”
In October, the National Association for Business Resources also included Adviser Investments on its Boston’s Best and Brightest Companies To Work For® list—2020 marked 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.
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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 fundsA type of security which allows investors to indirectly invest in an underlying basket of financial instruments (these may include stocks, bonds, commodities or other types of instruments). Shares in an ETF are publicly traded on an exchange, and the price of an ETF’s shares will fluctuate throughout the trading day (traditional mutual funds trade only once a day). For example, one popular ETF tracks the companies in the S&P 500, so buying a share of the ETF gets an investor exposure to all 500 companies in the index., fixed-income investing, tactical strategies and financial planning.
With more than 3,500 clients and $5 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.
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/.
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.
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’s “Largest Investment Advisers in Massachusetts” ranking is based on each participating firms’ assets under management as of June 1, 2020. Only firms that choose to participate are ranked and included on the top 25 list. The award sponsor has not disclosed how many firms were survey or considered for this recognition, nor the percentage of total participants that ultimately received recognition. Award is not indicative of future investment performance nor represent client experience. For more information and a complete list of recipients, visit https://www.bizjournals.com/boston/subscriber-only/2020/07/16/largest-independent-investment-advisers.html.
InvestmentNews’ “Best Places to Work for Financial Advisers Award” is based on responses to surveys voluntarily completed by participating firms. Firms do not pay a fee to participate. Best Companies Group conducts the survey. InvestmentNews evaluates participating firms’ ability to attract and retain talented employees and then ranks the firms. 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 and 2020, 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.
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 complete list of recipients, please visit https://www.barrons.com/report/top-financial-advisors/100/2020. 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.
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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