Disclaimer
The rating is not indicative of Halbert Hargrove Global Advisors’ future performance. Halbert Hargrove Global Advisors did not pay a fee to participate in the survey; however, HH did pay to receive the feedback from employee completed surveys.
Methodology
2025:
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- To be considered for participation, firms had to fulfill the following eligibility requirements:
- Be a for-profit or not-for-profit business or public agency
- Have a facility in the United States
- Have a minimum of 10 employees working in the United States
- Must be in business a minimum of 1 year
- Must be a firm registered as an RIA with the SEC
- Organizations from across the United States entered the two-part survey process to determine Financial Planning’s Best RIAs to Work For. The first part consisted of evaluating each nominated company’s workplace policies, practices, philosophy, systems and demographics. The second part consisted of an employee survey to measure the employee experience. The combined scores determined the top firms and the final ranking. Best Companies Group managed the overall registration and survey process, analyzed the data and determined the final ranking.
- To be considered for participation, firms had to fulfill the following eligibility requirements:
2024: Financial Planning accepted applications from any RIA registered with the SEC — whether for-profit or nonprofit — that met three conditions: Each firm must have at least 10 employees in the United States, must have a facility within the country and must have been in business for at least one year. Working with Best Companies, Financial Planning surveyed financial professionals across the country about their firms’ leadership, culture, pay and benefits, training, work environment, engagement, communications and other factors. Separately, Best Companies evaluated each firm’s workplace policies, practices, benefit programs, philosophy, systems and demographics. The measurements from the survey and evaluation were combined to calculate an overall score for each firm. The scores were tallied up from lowest to highest to create the ranking.