Financial Planning’s Best RIAs to Work For program recognizes registered investment advisory practices that provide positive workplace environments and provide excellent benefits, according to their employees.
Employees may take the Best RIAs to Work For survey now, and Financial Planning will recognize outstanding firms this fall.
Financial Planning is also recognizing Best Workplaces in Money Management, which has a separate survey.
Here’s a look at last year’s winners:
Eligibility
This program is open to SEC-registered RIAs that have a facility in the United States. Firms must have been in business for a minimum of one year by May 29, 2025.
Eligible firms must also have at least 10 full-time or part-time employees working in the United States and can be for-profit or not-for-profit entities.
Deadline
Individual surveys must be completed by 11:59 p.m. Eastern on Aug. 29, 2025. Click here to register for Best RIAs to Work For in 2025 and take the survey.
