The Wealthstream Advisors team is pleased to share that we have been named one of the “Top Registered Investment Advisor (RIA) Firms to Work For” by Financial Planning magazine.
We are proud to see our workplace recognized by Financial Planning, and we believe that our culture provides an invaluable foundation for our work on behalf of Wealthstream Advisors’ clients.
Financial Planning partnered with Best Companies Group to identify firms that excel in creating quality workplaces for employees. Their two-part survey was designed to “identify, recognize, and honor the best employers in the RIA profession.”
First, the survey evaluated each nominated company’s workplace policies, practices, philosophy, systems, and demographics. The second part consisted of an employee survey to measure the employee experience. The combined scores determined the top firms and the final ranking.
This is the first year that Wealthstream Advisors received this recognition.
For more information on Financial Planning’s Best RIAs to Work For program, we invite you to visit their official announcement here.
Important Disclosure Information
Financial Planning Magazine (December 2024): Best Companies Group managed the overall registration and survey process, analyzed the data, and determined the final ranking. To be considered for participation, firms had to fulfill the following eligibility requirements:
No compensation was given or received for acquiring and advertising this award. To view all disclosure information, click here.