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2019 Best Places to Work for Financial Advisers

Accredited Investors Wealth Management® named a

2019 Best Places to Work for Financial Advisers by InvestmentNews

Accredited Investors Wealth Management is proud to be recognized as a 2019 Best Places to Work for Financial Advisers by InvestmentNews. According to 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.” This is the second consecutive year that Accredited has been recognized as a Best Place to Work by InvestmentNews.

“We are extremely honored to be named a 2019 Best Places to Work for Financial Advisers by InvestmentNews,” said Brian Martin, Managing Director, Operations and Wealth Management. “Our dedicated staff is committed to improving the lives of all we serve. We’re incredibly proud of our team and the energizing workplace that they have created.”

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.”

To learn more about the InvestmentNews 2019 75 Best Places to Work for Financial Advisers, please go to InvestmentNews.com/BestPlaces .

In addition to this industry-specific recognition, the Minneapolis/St. Paul Business Journal named Accredited Investors Wealth Management® to its annual list of Best Places to Work in the Twin Cities Metro Area in 2018, the fourth consecutive year that Accredited has appeared on the list for small companies with 25-49 employees.1

ABOUT ACCREDITED INVESTORS WEALTH MANAGEMENT

Founded in 1987, Accredited Investors Wealth Management® is a comprehensive, fee-only wealth management firm committed to aligning people’s resources with their values. Accredited Investors Wealth Management®manages approximately $1.9 billion for individuals. For more information, visit accredited.com.



Details: 

To be eligible for consideration, companies were required to meet the following eligibility requirements:

- Be a registered investment adviser (RIA) or affiliated with (but not an employee of) an independent broker-dealer (IBD) or be a hybrid/dually-registered firm affiliated with an IBD and doing business through an RIA.

- Be in business for a minimum of one year.

- Have a minimum of 15 US employees.

The process includes 2 surveys to gather detailed data about each participating company. BCG conducts the surveys, analyzes the data and determines the winners and rankings.

The employer completes an online survey, detailing company policies, practices, benefits and demographics. Employees complete a survey of in-depth statements using a scale of 5 points ranging from “Agree Strongly” to “Disagree Strongly.” The survey also includes 7 demographic and 2 open-ended questions.

Employers from across the US voluntarily participated. No fee was charged to participate in the survey process or the rankings.

1: Employees from companies across the Twin Cities Metro Area participated in an independent, third-party survey, anonymously ranking their work places on criteria such as communication, professional development, and leadership practices. The Business Journal selected the highest-scoring companies to be its 2018 Best Places to Work honorees.

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