InvestmentNews Best Places to Work for Financial Advisers 2021
Accredited Investors Wealth Management® named to
2021 Best Places to Work for Financial Advisers by InvestmentNews
Accredited Investors Wealth Management® has been recognized as a 2021 Best Places to Work for Financial Advisers as announced by InvestmentNews today. This is the fourth consecutive year that Accredited has been recognized as a Best Place to Work by InvestmentNews.
Accredited was chosen as one of this year’s top-75 based on employer and employee surveys delving into everything from company culture, benefits, career paths and more.
“We believe in leaning in to support improving the lives of our colleagues in the same way we ask them to lean in to passionately support improving the lives of our clients and community. We are honored to once again receive this recognition from InvestmentNews,” said Brian Martin, Managing Director.
InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to compile the survey and recognition program.
“We’ve all seen the value of a great work culture over the past year, and InvestmentNews is excited to once again recognize those firms that are taking a lead in providing great financial advice and being a great place to work,” said George Moriarty, Chief Content Officer, InvestmentNews. “These firms are leading the industry in developing best-in-class human resource practices.”
More information: To be eligible for consideration, companies were required to meet the following eligibility requirements: • Must be in business a minimum of 1 year • Have a minimum of 15 employees in the United States • Be a registered investment adviser (RIA), affiliated with (but not an employee of) an independent broker dealer (IBD), or a hybrid/dually-registered firm affiliated with an IBD and doing business through an RIA. Firms were required to directly provide financial advice to households or organizations. No fee was charged to participate in the survey process or the ranking. Process details, per InvestmentNews: “Participating organizations must complete a two-part process to be considered for inclusion on the list. The first part consists of evaluating each registered organization’s workplace policies, practices, and demographics and is worth approximately 25% of the total evaluation. The second part consists of an employee survey to measure the employee experience and is worth approximately 75% of the total evaluation. The combined scores determine the top companies and which organizations are included on the list. Best Companies Group (BCG) manages the overall registration and survey process and also analyzes the data and uses our expertise to determine the final rankings.” The 2021 rankings were based on the results of surveys completed in October and November of 2020.