March 18, 2021
Adviser Investments is pleased to announce that, for the ninth year in a row, it has been recognized among 2021’s “Top 1,200 Financial Advisors” and ranked as the #11 adviser in Massachusetts by Barron’s magazine.
Although Barron’s’ nationwide rankings of independent financial advisers for 2021 are not yet released, Adviser Investments came in at #30 in 2020. Its national list has recognized Adviser Investments among Barron’s’ “America’s Best Independent Advisers” rankings for eight consecutive years.
Barron’s “Top 1,200 Financial Advisors” ranking is the magazine’s largest and most comprehensive list, recognizing leading advisers from all 50 states as well as the District of Columbia. The specific number of firms identified from each state is calculated by population and wealth, with Barron’s calculating on the following criteria: Assets under management (AUM), revenue generated by the firm, regulatory record, quality of practice and philanthropic work.
Adviser Investments has earned multiple honors for its commitment to its workforce—most recently being named among the “Best Places to Work for Financial Advisers” in 2021 by InvestmentNews. 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.
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.”
Awards referenced herein do not evaluate client experience or investment performance and are not indicative of future performance. Awards referenced only evaluate and include firms that choose to participate.
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 2021, 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/1000/2021?mod=faranking_subnav.
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, visit https://www.barrons.com/report/top-financial-advisors/independent/2020.Years received 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013.
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.
RIA Channel® Top 100 ETF 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 ETFs managed on a discretionary basis. Data was collected by RIA Channel affiliate RIA Database, www.riadatabase.com. 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/.
The Pensions & Investments’ Best Place 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. Participating firms must have an office in the United States; at least 20 employees; have at least $100 million in discretionary regulatory assets under management; and have been in business for at least one year. 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 http://www.pionline.com/BPTW2020.
The Best and Brightest Companies to Work For® competition recognizes organizations displaying a commitment to human resource practices and employee enrichment. The competition assesses organizations based on categories such as communication, work-life balance, employee education, diversity, recognition, retention and more. 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.
Adviser Investments received the Best Wellness Employer Bronze Certification. Sponsored by Wellness Workdays, participating organizations complete a survey covering how the organization assesses its employee wellness initiatives and programs, and how the organization strategizes, implements and evaluates such initiatives and programs. Surveys are reviewed and scored, then participants are ranked in the Best Wellness Employer Score Index and may receive either Gold, Silver or Bronze Certification or an Honorable Mention. Organizations pay a $129 participation fee. 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. Visit https://www.wellnessworkdays.com/best-wellness-employer-program for more information.
Welcome.
Polaris Wealth Advisory Group and Adviser Investments are now under one new brand, RWA Wealth Partners.
Over the next few months, we are transitioning to a new website under our new brand. For you, this means a better experience and more access to valuable education, insights and advice. It also means you gain access to expanded wealth management solutions such as tax¹ and legal services², alternative investments and more. Explore this site for additional information on these new services and call your advisor with any questions at 833-RWA-PLAN.
¹Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with RWA Tax Solutions, LLC.
²Legal services can be obtained through a separate, written engagement via our relationship with Hall & Diana, LLC