April 1, 2019
Adviser Investments announced today that, for the second year in a row, it has been recognized one of the “Best Places to Work for Financial Advisers” by InvestmentNews in 2019. Seventy-five organizations within the wealth management sector were named to this year’s list. Adviser Investments ranked 14th among organizations with more than 50 employees, and advanced from 45th in 2018 to 38th this year on the overall list.
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 second 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 the top 15 large advisory firms.
“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. Because of this, Adviser Investments consistently attracts and retains top talent—even in this competitive labor market—to the benefit of both our clients and our entire team.”
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.
“InvestmentNews is pleased to recognize firms with supportive cultures where advisers can thrive and are empowered to provide their clients with the best possible investment and financial planning advice,” said Suzanne Siracuse, CEO/Publisher, InvestmentNews. “They are role models for other firms in the industry who are striving to improve their own human resource policies and practices.”
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.
“One of our mottos at Adviser Investments is ‘1% more,’” said Adviser Investments Chairman Dan Wiener. “We encourage all our team members to look for areas where the company can improve and progress, and we give them the tools and the freedom to take the initiative to make those improvements. It’s the cumulative efforts of everyone at Adviser Investments that have allowed us to become one of the country’s leading independent advisers.”
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®—2018 marked the third consecutive appearance for Adviser Investments on both lists.
The Financial Times also included the company on its “FT 300” list for 2018, which recognizes the nation’s top independent registered investment advisers.
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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 proudly serves clients in all 50 states. 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. InvestmentNews conducts the survey, 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.
Barron’s Top 100 Independent Wealth Advisors rankings reflect the volume of assets overseen by participating advisers and their teams, revenues generated for the firms and the quality of the advisers’ practices, as determined by its editors. Barron’s Top Massachusetts Financial Advisors rankings consider factors such as assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times. The FT 300 is based on data gathered from RIA firms, regulatory disclosures and Financial Times’ research. The Financial Times invited over 2,000 firms to be considered for its list; 760 responded. The ranking reflects each practice’s performance in six primary areas: Assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
Boston’s Best and Brightest Companies to Work For® award evaluates the following categories, among others: Compensation, benefits and employee solutions; employee enrichment, engagement and retention; employee education and development; recruitment, selection and orientation; employee achievement and recognition; communication and shared vision; diversity and inclusion; work-life balance; community initiatives and strategic company performance.
Awards referenced herein do not evaluate client experience or investment performance and are not indicative of future performance.
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