Best Places to Work for Financial Advisors 2024

In February 2024, West Financial Services was named one of the Best Places to Work for Financial Advisors by InvestmentNews* in the medium employer category (30-49 U.S. employees) based on workplace policies and practices, and satisfaction surveys that measure the employee experience.

*InvestmentNews: Best Places to Work For Financial Advisers

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.