Introduction
Financial Planning’s Best RIAs to Work For program is designed to recognize registered investment advisory practices that prioritize creating positive workplace environments and providing excellent benefits for their employees.
Participating in the Program
Employees of eligible SEC-registered RIAs in the United States are invited to participate in the program by taking the Best RIAs to Work For survey. The survey aims to gather insights into the workplace culture and employee satisfaction levels at these firms.
To take the survey, interested individuals can visit the official survey link provided by Financial Planning: Take the Best RIAs to Work For survey now
Eligibility Criteria
To qualify for the Best RIAs to Work For program, firms must meet certain eligibility criteria. This includes being in business for a minimum of one year and having a physical facility in the United States. Additionally, eligible firms should have at least 10 full-time or part-time employees in the country, and they can be either for-profit or not-for-profit entities.
Recognition Categories
Aside from the Best RIAs to Work For program, Financial Planning also acknowledges Best Workplaces in Money Management. This separate recognition is based on a different survey that focuses on firms within the money management sector.
Important Dates
The deadline for completing individual surveys for the Best RIAs to Work For program is 11:59 p.m. Eastern on Aug. 28, 2026. To register for the program and take the survey, interested parties can click on the following link: Register for Best RIAs to Work For in 2026
For more information on how to apply for the Best RIAs to Work For program in 2026, you can visit Financial Planning’s official website here.
