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Eligibility

We welcome all organizations that meet the eligibility requirements to participate in the Best Places to Work for Financial Advisers program. 

To be eligible for consideration, companies must meet the following criteria:

  • Be a registered investment adviser (RIA) affiliated with an independent broker-dealer (IBD), or a hybrid doing business through an RIA.

  • Be in business for a minimum of one year.

  • Have a minimum of 15 full-time/part-time employees 

Please note: all employees in your company should be included in your employee count, not just your Financial Advising department.

 

 



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