September 21, 2022
Adviser announced today that it has been ranked on Barron’s 2022 list of “The Top 100 RIA Firms.” The rating is based on a combination of qualitative and quantitative factors that include assets under management, revenues, regulatory records and size and experience of each firm’s team. This is Adviser Investments’ tenth consecutive year on the list.
Inclusion in the rankings, once again, places Adviser among Barron’s’ top independent wealth managers. What distinguishes the firm from many of the other highly ranked advisers is that its clients represent a much broader range of the investing public—including retirees, emerging affluent individuals and families alongside 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 company retirement savings plans—rather than solely high-net-worth investors.
“We’re honored to be recognized by Barron’s for the tenth year in a row,” said Adviser CEO Mario Ramos. “Adviser is on course to become a top 10 independent RIA, and I’m excited to lead the organization as we embark on an ambitious period of rapid expansion. Our team is well-positioned to enhance our client wealth management offerings while creating an environment where advisers can continue to flourish.”
The Barron’s nod marked the latest in a string of recent recognitions for Adviser. The Boston Business Journal named the firm among the “Largest Independent Investment Advisers in Massachusetts.” The company was named a finalist on ThinkAdvisor’s LUMINARIES list of leaders in “Thought Leadership & Education.”
Adviser received numerous workplace awards in the past year. The firm was named among the “Best Places to Work in Money Management” by Pensions & Investments magazine, a “Best Place to Work for Financial Advisers” by InvestmentNews and among America’s “Best and Brightest Companies to Work For” by the National Association for Business Resources.
The firm has also garnered praise for its commitment to employee wellness. It was named among “The Nation’s Best and Brightest for Wellness” for 2022 and the company also earned a 2021 “Best Wellness Employer Bronze Certification” from Wellness Workdays, awarded in collaboration with experts from Harvard Medical School.
The Barron’s rankings serve as a benchmark for participating for wealth management professionals and a resource for individual investors seeking financial guidance and wealth management. To be nominated, advisers complete a detailed survey about their practice. Barron’s then conducts its own due diligence analysis and the resulting pool of candidates is then further screened to determine the Barron’s list of the country’s top 100 advisers.
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, trusts, institutions and foundations since 1994. Adviser Investments and its subsidiaries have over 5,000 clients across the country and over $8 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. To see a full list of our awards and recognitions, click here, and for more information, please visit www.adviserinvestments.com or call 800-492-6868.
The Barron’s “America’s Best Independent Advisors” 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, visit https://www.barrons.com/advisor/report/top-financial-advisors/independent.
Years Received: Years: 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022
The Boston Business Journal’s “Largest Private 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/2022/07/07/largest-independent-investment-advisers-in-massachusetts.html.
ThinkAdvisor’s LUMINARIES recognition program is judged by an editorial team chosen by ThinkAdvisor. Individuals, teams or organizations may be nominated and up to four entries per company may be submitted. Adviser Investments did not pay a fee in connection with this entry but was required to submit a description of the firm’s strategic initiatives as they relate to providing thought leadership and education to the organization, clients and broader financial community. ThinkAdvisor only disclosed that hundreds of entries were submitted within the Thought Leadership & Education category and 40 were chosen as finalists. This recognition is not indicative of client experience or future investment performance. For more information, visit: https://event.thinkadvisor.com/luminaries-awards/criteria.
Year Received: 2022
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.
Years Received: 2018, 2019, 2020, 2021
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: 2018, 2019, 2020, 2021, 2022
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. Participating companies are then benchmarked against participants both regionally and nationally. Award is not indicative of future investment performance nor represents client experience.
Years Received: 2016, 2017, 2018, 2019, 2020, 2021, 2022
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/
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.
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