Disclosures
Last Updated April 8, 2025
Investopedia: Best Places to Work for Financial Advisors in the USA
Companies That Care
Flexibility and work-life balance move the needle for America’s advisors.
Thousands of employees shared their insights with InvestmentNews when asked what changes they feel would result in a more content and happier workplace, and delivered a resounding message:
- “Being able to handle a remote work environment”
- “Evolving with the ever-changing needs of employees”
- “There are a lot of companies out there that offer way more flexibility and are tempting to explore”
- “More work-from-home options”
- “Recognition of the pace of work and business in order to avoid burnout”
- “Flexibility in our hours/work from home as we need to be available to clients during certain times of the day”
- “Not changing the working conditions, like pushing work to be 100 percent office-based, but leaving it up to the employee”
This anonymous feedback, along with other information, was analyzed by IN’s team before the Best Places to Work 2025 were named.
The list of policies valued by financial advisors was topped by three basic requirements: a retirement plan, vacation, and medical coverage. The next was flexible work options that matched the respondents’ comments. IN also asked about their preferred working options and only 10.9 percent stated it would be 100 percent office-based.
Survey respondents rated from 1 to 5 what was important to them irrespective of whether they were offered by their company.
Methodology
To find and recognize the Best Places to Work, InvestmentNews invited organizations to participate by filling out an employer form, which asked companies to explain their various offerings and practices.
Next, employees from nominated companies were asked to fill out an anonymous form evaluating their workplace on a number of metrics, including benefits, compensation, culture, employee development, and commitment to diversity and inclusion.
To be considered, each organization had to reach a minimum number of employee responses based on its overall size. Organizations that achieved an 80 percent or greater average satisfaction rating from employees were named Best Places to Work of 2025.
