Financial Planning 2024 Best RIAs to Work For
Accredited Investors Wealth Management® has been recognized as one of the 2024 Best RIAs to Work For by Financial Planning.
For over 35 years, Accredited has delivered tailored wealth management services to ensure our clients enjoy peace of mind. Our team of more than 60 works collaboratively and creatively, providing empowerment to Spend Your Life Wisely™.
We are incredibly proud of our entire team, and of the collective commitment to one another that has created our unique culture.
For more information on Financial Planning’s Best RIAs to Work for program, visit https://bestcompaniesgroup.com/best-rias-to-work-for/.
Financial Planning partnered with Best Companies Group to identify companies that have excelled in creating quality workplaces for employees. According to Financial Planning, “this survey and awards program is designed to identify, recognize and honor the best employers in the RIA profession, benefiting its economy, workforce and businesses.”
To be considered for participation, firms had to fulfill the following eligibility requirements:
- Must be a firm registered as an RIA with the SEC
- Have a facility in the United States
- Have a minimum of 10 employees working in the United States
- Must be in business a minimum of 1 year
Firms from across the United States entered the two-part survey process to determine Financial Planning’s Best RIAs to Work for. The first part consisted of evaluating each nominated company's workplace policies, practices, philosophy, systems and demographics. The second part consisted of an employee survey to measure the employee experience. The combined scores determined the top firms and the final ranking. Best Companies Group managed the overall registration and survey process, analyzed the data and determined the final ranking.
Surveys were conducted in October 2024. Accredited paid no fee to participate in this survey.