Please Note Limitations:
Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if ProVise is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation data/criteria). Unless expressly indicated to the contrary, ProVise did not pay a fee to be included in any such ranking. No ranking or recognition should be construed as a current or past endorsement of ProVise by any of its clients.
Financial Planning 2025 Best RIAs to Work For
This year’s list was compiled through a two-part review of firms across the country. First, financial professionals working inside these organizations were surveyed about leadership, compensation and benefits, communication, training, workplace environment, engagement and overall satisfaction. Separately, researchers examined each firm’s policies, practices, benefit structures, systems and demographics to build a fuller picture of how each workplace operates.
To be eligible, firms had to be registered with the SEC, have at least 10 U.S.-based employees, maintain a physical U.S. location and have been in business for at least one year. Scores from the employee survey and the independent evaluation were combined to create each firm’s final ranking.
Financial Advisor Top 200 2025 RIA Ranking
The annual Financial Advisor Ranking is compiled from a survey voluntarily completed by advisory firms. No compensation fee was paid to be included in this list. Advisory firms are ranked based on assets under management.