For the second year since the award was established, we are proud to announce that InvestmentNews recognized RegentAtlantic as one of the Best Places to Work for Financial Advisers 2019. This recognition program recognizes financial advisory firms that empower employees to provide clients with the best possible investment and financial planning advice. InvestmentNews recognized 50 companies in 2019 as deserving of this honor, highlighting outstanding human resources practices and policies.
Best Places to Work for Financial Advisers is a survey competition to determine which participants are the best employers. The process is managed by Best Companies Group (BCG) and winners are published in an issue of Investment News. Best Companies Group is an independent research firm specializing in identifying and recognizing great places to work. BCG manages programs worldwide, including the US, Canada and the UK.
Participation Eligibility Requirements
- Must be in business a minimum of 1 year
- Have a minimum of 15 US employees
- 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 & doing business through an RIA
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.
Important Disclosure Information
Neither the RIA firms nor their employees pay a fee to InvestmentNews in exchange for inclusion in the InvestmentNews Best Places to Work for Financial Advisers. Please note that this is not an indication of any client’s experience with RegentAtlantic.