Smith Anglin Financial Named a 2021 Best Places to Work for Financial Advisers by InvestmentNews

DALLAS—March 1, 2021—Smith Anglin Financial has been recognized as a 2021 Best Places to Work for Financial Advisers as announced by InvestmentNews today.

Smith Anglin Financial was chosen as one of this year’s top-75 based on employer and employee surveys delving into everything from company culture, benefits, career paths and more.

“Working in a firm where the leadership believes that a well taken care of team leads to very well taken care of clients makes all the difference. There is a common feeling of wanting to go above and beyond to help each client while doing the same to help each other and this creates a culture of ownership within the firm,” said Jared Ford, EA, CFP®, Wealth Advisor. “It’s not just a job, it’s a mission that we all rally around. An element of every team meeting is how we can do better and serve clients more comprehensively, which leads to a feeling of pride around the office. It’s a pleasantly unique firm with a desire to be the best.”

InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to compile the survey and recognition program.

“We’ve all seen the value of a great work culture over the past year, and InvestmentNews is excited to once again recognize those firms that are taking a lead in providing great financial advice and being a great place to work,” said George Moriarty, Chief Content Officer, InvestmentNews. “These firms are leading the industry in developing best-in-class human resource practices.”

To learn more about the InvestmentNews 2021 75 Best Places to Work for Financial Advisers, please go to

Smith Anglin Financial is the leading financial advisory firm, specializing in the unique needs of aviation professionals and clients with unique retirement planning needs. Our mission is to create a stable future for our clients through comprehensive financial planning and our trademark straightforward, personal style. We are risk-averse investors, focusing on protecting the wealth our clients earned, and designing stable income streams for their retirement.

About InvestmentNews

InvestmentNews is the leading source for news, analysis and information essential to the financial advisory community. Since 1998, our standard of editorial excellence and deep industry knowledge has allowed us to educate, inform and engage the most influential financial advisers. Through a weekly newspaper, website, newsletters, research, events, videos and webcasts, InvestmentNews provides exclusive and up-to-the-minute news, as well as actionable intelligence, that empowers financial advisers to serve their clients and run their businesses more effectively whenever, however and wherever they need it.

The InvestmentNews headquarters are located in New York, with offices in Washington D.C. InvestmentNews is part of Bonhill Group.

Recent Posts