ProVise Management Group is proud to announce its inclusion on Financial Planning’s 2025 Best RIAs to Work For list for the second consecutive year. This recognition underscores the firm’s ongoing commitment to fostering an exceptional employee experience and workplace culture.
“Being honored two years in a row as one of the Best RIAs to Work For is incredibly meaningful to our entire team,” said Ray Ferrara, CFP®, Founder and Executive Chair of ProVise Management Group. “This recognition validates our continued investment in creating a workplace where our people can thrive both professionally and personally. Our culture of collaboration, flexibility, and support isn’t just something we talk about, it’s how we operate every day, and it shows in the dedication our team brings to serving our clients.”
Financial Planning’s award program, conducted in partnership with Best Companies Group, identifies and honors registered investment advisory (RIA) firms across the United States that excel in creating outstanding work environments. This is ProVise’s second straight year of recognition, beginning in 2024. The evaluation process involves a two-part survey that assesses workplace policies, practices, and demographics alongside direct feedback from employees. No compensation was paid to be included on or market this award.
“RIAs are known for their personal service for their clients, and these firms show that they extend that to their employees as well,” said Brian Wallheimer, Editor-in-Chief of Financial Planning. “Congratulations to these companies for creating and maintaining outstanding cultures and values for their employees.”
