March 3, 2022
Adviser Investments announced today that, for the fifth year in a row, it has been recognized one of the “Best Places to Work for Financial Advisers” by InvestmentNews in 2022. Seventy-five organizations within the wealth management sector were named to this year’s list. Adviser Investments ranked 8th among organizations with more than 50 employees, up from 9th 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.
“In a year that’s seen so much turmoil in the workplace—from mask mandates and canceled office reopenings to The Great Resignation—InvestmentNews is proud to spotlight those firms with a proven record of investing in their most valuable resource: Their employees,” said Paul Curcio, executive editor of InvestmentNews. “We applaud this year’s finalists and wish them all the best in 2022.”
For the last five 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-10 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.
In addition to this most recent InvestmentNews award, the firm has earned multiple honors for its commitment to its workforce. In December 2021, Adviser Investments was recognized for the sixth consecutive year among the “Best Places to Work in Money Management” by Pensions & Investments magazine.
In 2021, the National Association for Business Resources (NABR) included Adviser Investments on its Boston’s Best and Brightest Companies To Work For® list—the company’s sixth 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 fourth 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, Barron’s ranked the firm on Barron’s America’s Best Independent Advisers for 2021, placing Adviser Investments among its list of elite independent wealth managers for the ninth consecutive year. Last March, Barron’s recognized Adviser Investments among the top firms on its list of the “Top Massachusetts Financial Advisors” for the ninth year in a row.
Among other recent honors, the Boston Business Journal recognized the firm among Massachusetts’ top-25 independent investment advisers. In 2021, Wellness Workdays awarded Adviser Investments the “Bronze Wellness Employer Bronze Certification.”
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About Adviser Investments
Adviser Investments is a full-service wealth management firm, offering investment management, financial and tax planning, managed individual bond portfolios, and 401(k) advisory services. We’ve been helping individuals, 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., institutions and foundations since 1994, and have more than 4,000 clients across the country and over $7 billion in assets under management. Our portfolios encompass actively managed funds, ETFsA 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., socially responsible investments and tactical asset allocation strategies, and we’re experts on Fidelity and Vanguard mutual funds. We take pride in being The Adviser You Can Talk To. Our minimum account size is $350,000.
To see a full list of our awards and recognitions, click here.
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 2019–2022, 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: 2022, 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 leadership, 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. 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://www.pionline.com/best-places-work/10-years-success-and-record-100-winners.
The Boston’s 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 20 employees, be in business for at least one year, complete the required surveys, and pay any applicable fees. Participating organizations pay an analysis fee of $275. Participants are then benchmarked against participants both regionally and nationally. Also, certain fees are assessed to participants requesting additional specific analysis and reports on their application. Award is not indicative of future investment performance nor represents client experience. For more, visit https://thebestandbrightest.com/events/bostons-2021-best-and-brightest-companies-to-work-for/winners/.
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: 2021, 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/advisor/report/top-financial-advisors/independent. Years Received: 2021, 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 2021; with about 1,200 firms receiving recognition. For more information and a complete list of recipients, visit https://www.barrons.com/advisor/report/top-financial-advisors/1000. Years Received: 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014.
The Boston Business Journal’s “Largest Investment Advisers in Massachusetts” ranking is based on each participating firms’ assets under management as of June 1, 2021. 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 represents client experience. For more information and a complete list of recipients, visit https://www.bizjournals.com/boston/subscriber-only/2021/07/08/largest-independent-investment-advisers.html. Years Received: 2021, 2020, 2019, 2018.
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. Years received: 2021, 2020.
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/.
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