Best RIAs to Work For 2025 - Financial Planning Magazine

West Financial Services was recently named as one of the 2025 Financial Planning’s Best RIAs to Work For. Our commitment to excellent service extends to not only our clients, but also our employees!

_Disclosure

_{In order for firms to be recognized as Best RIAs to Work by Financial Planning magazine, Financial Planning magazine and Best Companies Group invite firms to complete a survey, which asks firms to explain their various offerings and practices. Any firm recognized must satisfy the following criteria: 1. Be registered as an investment adviser with the SEC; 2. Have a facility in the United States; 3. Have a minimum of ten employees working in the United States; and 4. Be in business for a minimum of one year. Financing Planning magazine then evaluates each nominated firm’s workplace policies, practices, philosophy, systems and demographics. Additionally, employees are invited to complete a survey to measure the employee experience at the firm. Once both portions of the assessment are complete, the combined scores determine the final ranking and whether the firm will be named one of the Best RIAs to Work. Firms do not pay a fee to be considered or placed on the final list of Best RIAs to Work For. The only cost is to allow participating firms to view the employee feedback reports.}