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RegentAtlantic recognized by InvestmentNews as one of the top 50 Best Places to Work for Financial Advisers

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We are proud to announce that InvestmentNews recognized RegentAtlantic as one of the top 50 Best Places to Work for Financial Advisers. This new recognition program recognizes financial advisory firms that empower employees to provide clients with the best possible investment and financial planning advice.

Eligibility Requirements

  • Be a registered investment adviser (RIA) or affiliated with an independent broker-dealer (IBD)
  • Be in business for a minimum of one year
  • Have a minimum of 15 full-time employees

The assessment is a two-part process designed to gather detailed data about each participating company. In part one, the employer completes the Employer Questionnaire. In part two, up to 400 employees of the company complete a satisfaction survey. Part I – Employer Questionnaire (EQ) The employer (main company contact) will complete this survey, detailing company policies, practices, benefits and demographics. The employer will be asked to complete the EQ online. Part II – Employee Engagement & Satisfaction Survey (EESS) The employee engagement and satisfaction survey is an in-depth set of 78 statements requiring employees to respond on a 1 to 5 point Likert scale of agreement, ranging from “Strongly Disagree” to “Strongly Agree.” This section will also include two open-ended questions, and seven demographic questions.

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. Nor is this an indication of RegentAtlantic’s future performance. Individual rankings will be announced on May 21, 2018.

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