Wealthstream Advisors was named one of the Best Places to Work for Financial Advisors in 2024 for the fourth year in a row by InvestmentNews.
This recognition underscores Wealthstream Advisors' unwavering commitment to fostering an exceptional work environment and nurturing a team culture that thrives on excellence and support.
The recognition from InvestmentNews serves as a testament to the dedication and hard work of every member of the Wealthstream team, as well as the firm's steadfast focus on delivering unparalleled value to its clients.
To learn more about the InvestmentNews' 75 Best Places to Work for Financial Advisors for 2024, please go to Bestplacesforadvisers.com.
The Best Places to Work for Financial Advisors Award by InvestmentNews is an award celebrating firms that prioritize creating an enriching and fulfilling workplace environment. From small practices to large corporations, the award recognizes organizations that invest in cultivating a culture that attracts and retains top talent.
InvestmentNews, in collaboration with Best Companies Group, conducts a rigorous evaluation process to identify the top firms in the financial advice industry. This process includes comprehensive employee and employer surveys, which provide insights into various aspects of workplace culture, employee satisfaction, benefits, career development opportunities, and more.
Wealthstream is proud to have achieved this award four years in a row, having also been recognized in 2021, 2022, and 2023.
The award from InvestmentNews recognizes Wealthstream’s commitment to fostering a dynamic and rewarding workplace environment.
For more information about Wealthstream Advisors and its commitment to excellence, please visit our About page.
Wealthstream Advisors is a leading financial advisory firm offering personalized financial planning and unbiased investment management services. As fiduciaries, we are legally bound to act in our clients' best interests. Our experienced team holds prestigious credentials, including Certified Financial PlannerTM practitioner, Certified Public Accountant, Chartered Financial Analyst®, and Personal Financial Specialist, ensuring expert guidance tailored to each client's unique goals and needs.
March 6, 2024: To find and recognize the Best Places to Work for Financial Advisors, InvestmentNews and Best Companies Group first invited organizations to participate by filling out an employer form, which asked companies to explain their various offerings and practices. To be eligible, an organization must:
1) 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 and doing business through an RIA;
2) be based in the US;
3) have a minimum of 15 full- or part-time employees working in the US (all employees in the company should be included in the employee count, not just in the financial advising department); and
4) be in business for a minimum of one year.
Next, employers completed an in-depth questionnaire and employees were given the opportunity to offer their honest feedback by taking part in a company-wide survey. Once both portions of the assessment were complete, the InvestmentNews team analyzed the data to determine if an organization had what it takes to be the “best.”
To ensure credibility, organizations having 15–24 employees must have an 80 percent or better response rate on the employee survey.
No compensation was given or received for acquiring and advertising this award.
Wealthstream Advisors, Inc. ("Wealthstream") is a registered investment advisor. Additional information, including management fees and expenses, is provided on our Form ADV Part 2 available upon request or at the SEC’s Investment Advisor Public Disclosure website, https://adviserinfo.sec.gov/firm/summary/129428. Past performance is not a guarantee of future results.
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