April 28, 2020
Adviser Investments announced today that, for the third year in a row, it has been recognized one of the “Best Places to Work for Financial Advisers” by InvestmentNews in 2020. Seventy-five organizations within the wealth management sector were named to this year’s list. Adviser Investments ranks 16th among firms with more than 50 employees. Overall, 75 organizations were named to this year’s list, which features the top employers within the wealth management sector.
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.
For the third consecutive year, 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 InvestmentNews’ top advisory firms to work for.
“We are honored to once again be considered one of the ‘Best Places to Work for Financial Advisers,’” said Adviser Investments President and CEO Dan Silver. “We recognize the skill and dedication of our employees, and strive to create an environment where their unique talents can shine. Over the past few stressful weeks, we’ve seen that dedication redoubled as our team has worked harder than ever to help our clients through this volatile period. We’re proud and lucky to have them with us.”
In 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.
“We are thrilled to identify, and commend, these 75 firms that understand the importance of a strong workplace culture,” said George Moriarty, InvestmentNews chief content officer. “They are role models to the industry in that they empower advisers to focus on delivering exceptional service to their clients.”
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 move into leadership roles in the firm’s relationship management, operations, finance and marketing divisions.
“One of our mottos at Adviser Investments is ‘1% more,’” said Adviser Investments Chairman Dan Wiener. “But during this crisis, we’ve seen our employees giving a lot more than 1%, as we’ve coped with the challenges this pandemic has brought. Now more than ever, the talents, creativity and diligence of our team have proved to be our best asset.”
In addition to this most recent InvestmentNews award, Adviser Investments’ workplace culture has also received kudos from Pensions & Investments, which named the firm one of the “Best Places to Work in Money Management,” and by the National Association for Business Resources, which included Adviser Investments among Boston’s Best and Brightest Companies To Work For®—2019 marked the fourth consecutive appearance for Adviser Investments on the lists.
The Financial Times also included the company on its “FT 300” list for 2019, which recognizes the nation’s top independent registered investment advisers.
# # #
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 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.
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, 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 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.
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times and Ignites Research. According to the Financial Times, in 2019 approximately 2,000 firms were invited to be considered for its list; 740 responded with 300 being named to the list. The listing reflects each practice’s performance in six primary areas: Assets under management (70-75% of a firm’s score), asset growth (15% of a firm’s score), years in existence, compliance record, credentials and online accessibility. For more information and a complete list of recipients, visit https://www.ft.com/content/44d2b2b2-6cef-11e9-9ff9-8c855179flc4. Years Received: 2019, 2018, 2016, 2015 & 2014.
The Best and Brightest Companies to Work For® competition recognizes organizations displaying a commitment to human resource practices and employee enrichment. The competition assesses organization 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 tal participants that ultimately received recognition.
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 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 www.pionline.com/BPTW2019.
Awards referenced herein do not evaluate client experience or investment performance and are not 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.
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