Smith Anglin Financial is proud to announce our achievement of being ranked in this year’s InvestmentNews’ Best Places to Work for Financial Advisors for the 6th year in a row. We are honored to be recognized for being a place where advisors feel they can do their best work.
This accolade is reserved for companies that stand out in creating an outstanding workplace for financial advisors and staff, showcasing a profound dedication to their team’s growth and well-being. It holds particular weight as it mirrors the positive feedback and heightened satisfaction levels expressed by the firm’s workforce.
Smith Anglin’s commitment to offering the best financial services and expanding our clientele, this award stands as a testament to our firm’s excellence and unwavering dedication to both our clients and team members.
You can learn more about our award-winning team by visiting the Who We Are page.
About InvestmentNews
InvestmentNews is a leading source of news, analysis, and insights for financial advisors and wealth-management professionals. With a commitment to the highest standards of journalistic and editorial integrity, InvestmentNews actively fosters a community of knowledge-sharing and collaboration among its readers and contributors. The organization strives daily to act as a catalyst for growth and positive change in the wealth management industry, inspiring the next generation of financial advisors.
Methodology
To find and recognize the Best Places to Work for Financial Advisors, InvestmentNews and Best Companies Group first invited organizations to participate by filling out an employer form, which asked companies to explain their various offerings and practices. To be eligible, an organization must:
1) be a registered investment adviser (RIA), affiliated with (but not an employee of) an independent broker dealer (IBD), or a hybrid/dually registered firm affiliated with an IBD and doing business through an RIA; 2) Be based in the US; 3) Have a minimum of 15 full- or part-time employees working in the US (all employees in the company should be included in the employee count, not just in the financial advising department); 4) Be in business for a minimum of one year.
Next, employers completed an in-depth questionnaire and employees were given the opportunity to offer their honest feedback by taking part in a company-wide survey. Once both portions of the assessment were complete, the InvestmentNews team analyzed the data to determine if an organization had what it takes to be the one of the “best places to work for financial advisors.”