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Home Financial Planning

How to apply for Best Workplaces in Money Management in 2026

by TheAdviserMagazine
3 weeks ago
in Financial Planning
Reading Time: 2 mins read
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How to apply for Best Workplaces in Money Management in 2026
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Enjoy complimentary access to top ideas and insights — selected by our editors.Want unlimited access to top ideas and insights? Subscribe Now

Do you love your employer? Let us know by submitting a nomination! Financial Planning will recognize the best money managers to work for in 2026.

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Financial Planning’s Best Workplaces in Money Management program features practices offering positive work environments and excellent benefits, according to their employees.

Employees can take the survey now, and Financial Planning will recognize outstanding companies this fall. 

In addition, Financial Planning will recognize Best RIAs to Work For, which has a separate survey.

Here’s a look at last year’s winners:

Eligibility

The program is open to businesses or public organizations responsible for managing investable assets of an institutional investor and must have a facility in the United States. They also must have been in business for at least one year. 

Eligible firms must have a minimum of 10 full-time or part-time employees working in the United States and can be either for-profit or not-for-profit entities.

Deadline

Individual surveys must be completed by 11:59 p.m. Eastern on Aug. 28, 2026.

Click here to register for Best Workplaces in Money Management in 2026 and take the survey.



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Tags: applymanagementMoneyworkplaces
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