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2020 Best Places to Work for Financial Advisers

Accredited Investors Wealth Management® named a

2020 Best Places to Work for Financial Advisers by InvestmentNews


April 27, 2020

Accredited Investors Wealth Management is proud to be recognized as a 2020 Best Places to Work for Financial Advisers by InvestmentNews. According to InvestmentNews, Accredited “was chosen as one of this year’s top-75 firms based on employer and employee surveys, evaluating company culture, benefits, career paths, and more.” This is the third consecutive year that Accredited has been recognized as a Best Place to Work by InvestmentNews.

“We are extremely honored to be named a 2020 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.”

“We are thrilled to identify, and commend, these 75 firms that understand the importance of a strong workplace culture,” said George Moriarty, InvestmentNews chief content officer. “They are role models to the industry, in that they empower advisers to focus on delivering exceptional service to their clients.”

Accredited is highlighted in the April 27th issue of InvestmentNews and at bestplacesforadvisers.com.

 

ABOUT ACCREDITED INVESTORS WEALTH MANAGEMENT®

Accredited Investors Wealth Management® provides an invaluable service by pairing the breadth and depth of our collective financial planning expertise with a thorough knowledge of our clients’ lives. Founded in 1987, Accredited Investors Wealth Management® manages approximately $2.2 billion of investment assets as of 12/31/2019. 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), 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 should directly provide financial advice to households or organizations.

- Be in business for a minimum of one year.

- Have 15+ permanent US employees

- Have a facility in the US

Each year, this project is conducted in partnership with employee survey firm Best Companies Group. Winners are selected from a two-part survey completed by employers and employees. Employers report their organization’s workplace policies, practices and demographics, and employees complete a survey designed to measure the employee experience. Scores from the employee survey represent three-quarters of the weight of the final rankings. No fee was charged to participate in the survey process or the rankings.

 

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