Adviser Investments announced today that it has been recognized for a sixth consecutive year among the “Best Places to Work in Money Management” by Pensions & Investments (P&I) magazine. Adviser Investments was one of 100 organizations named to the 2021 list, which features the best employers within the wealth management sector.
Adviser Investments’ application focused on its ongoing commitment to professional growth and continuing education, profit-sharing contributions to employees’ 401(k) plans, wellness programs, highly competitive benefits packages and community service initiatives.
“We are honored to once again be recognized as one of the ‘Best Places to Work in Money Management,’” said Adviser Investments Interim CEO and General Counsel Chris Mirick. “A key part of our goal to provide exceptional client service is the care and attention we give to our employees. That’s how we consistently attract and retain top talent—which is fundamental to our bedrock principle of client satisfaction—even in this increasingly competitive labor market for wealth management professionals.”
Adviser Investments supports professional development through ongoing training and clearly defined career paths for associates. In addition, the firm’s mentoring program pairs promising young employees with more experienced professionals to complete a year-long course and final project above and beyond their day-to-day job responsibilities.
“We are always open to new ideas from employees on how to better serve our clients,” Mirick said. “That receptive environment allows us to successfully promote from within and to recruit leaders in the field, and has helped us develop a team we’re proud to call our greatest asset.”
The P&I award caps a banner year for the company. In September, Barron’s ranked the firm on among Top 100 RIA Firms for 2021, placing Adviser Investments on its lists of elite independent wealth managers for the ninth consecutive year.
In July, the Boston Business Journal named the firm among the “Largest Independent Investment Advisers in Massachusetts.” This September, Barron’s ranked Adviser Investments as a “Top Wealth Adviser in Massachusetts.” The firm was also named a “Best Place to Work for Financial Advisers” by InvestmentNews in March and among “Boston’s Best and Brightest Companies to Work For” this October by the National Association for Business Resources.
The firm has also garnered praise for its commitment to employee wellness. It was named among “The Nation’s Best and Brightest for Wellness” for the fourth straight year in 2021 and also earned a 2021 “Best Wellness Employer Bronze Certification” from Wellness Workdays, awarded in collaboration with experts from Harvard Medical School.
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