March 13, 2019
Adviser Investments is pleased to announce that, for the sixth year in a row, it has been recognized among 2019’s “Top 1,200 Financial Advisors” by Barron’s magazine—up from #8 in 2018 and #14 in 2017.
Although nationwide rankings of independent financial advisers for 2019 are not yet available, Adviser Investments came in at #30 in 2018, up from its #32 position in 2017 and #53 position in 2016. Barron’s’ national list has recognized Adviser Investments among the “Top 100 Independent Wealth Advisors” for six 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.
This Barron’s recognition is the just latest among Adviser Investments’ awards. Most recently, the firm was named among 2018’s “Best Places to Work in Money Management” for the third consecutive year by Pensions & Investments. Adviser Investments was one of 69 organizations named to Pensions & Investments’ list, which features the best employers within the wealth management sector.
InvestmentNews also included Adviser Investments among the top 10 on its inaugural 2018 list of “Best Places to Work for Financial Advisers.” The ranking “honors … firms that empower employees to provide clients with the best possible investment and financial planning advice.” Financial Times included the company on its “FT 300” list for 2018, which recognizes the nation’s top independent registered investment advisers.
Also in 2018, the National Association for Business Resources included Adviser Investments on its Boston’s Best and Brightest Companies To Work For® list—2018 marked the company’s third 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.
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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 and none charge any fees to participate.
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 100 Independent Financial Advisors” rankings consider factors such as assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
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 regulatory assets under management, and have been in business for at least one year. For more information and a complete list of recipients, visit www.pionline.com/BPTW2018.
InvestmentNews’ Best Places to Work for Financial Advisers Award (2018) is based on responses to surveys voluntarily completed by the owners and employees of participating firms. BCG 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. Visit www.investmentnews.com/section/best-places-to-work-for-financial-advisers/2018 for more information.
Financial Times 300 Top Registered Investment Advisers (2018) is an independent listing produced annually by Financial Times. FT 300 is based on data gathered from investment advisory firms, regulatory disclosures and Financial Times’ research. Financial Times invited over 2,000 firms to be considered for its list; 760 responded. The listing reflects each practice’s performance in six primary areas: Assets under management, asset growth, compliance record, years in existence, credentials and online accessibility.
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.
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