Best Companies in the Wealth Management Industry

Ameriprise Financial

Why This Company Has Been Nominated:
Employees report that Ameriprise Financial fosters a supportive environment with significant opportunities for growth and professional development. Staff members feel the company provides a competitive compensation structure and a benefits package that supports a healthy work-life balance through flexible arrangements. According to employee feedback, the culture is respectful and values-driven, with accessible leadership that promotes integrity. A sense of job security is reportedly enhanced by the firm's stability, while its commitment to innovation and community involvement contributes to overall employee satisfaction.

Baird

Why This Company Has Been Nominated:
Staff members report that Baird cultivates a unique, employee-owned culture where clients come first and integrity is a core value. Employees express high satisfaction, pointing to a collaborative environment with accessible senior leaders who care about career development. The firm is said to offer competitive compensation and benefits that support a healthy work-life balance, including an enforced "no Saturdays" policy. Reports suggest a strong sense of job security, a commitment to community involvement, and an innovative approach to technology that keeps the firm competitive.

BlackRock

Why This Company Has Been Nominated:
Employees report that BlackRock offers a dynamic and entrepreneurial culture built on collaboration and innovation. Staff members express satisfaction with a compensation package that includes performance bonuses and an employee stock purchase plan, alongside comprehensive benefits supporting physical, emotional, and financial well-being. While the environment is described as fast-paced, the company is said to support work-life balance with flexible time off. Employees note opportunities for growth, a strong sense of social responsibility, and accessible leadership as key drivers of their positive experience.

BNY Mellon

Why This Company Has Been Nominated:
Employees at BNY Mellon report a culture that values collaboration and integrity, supported by a global presence that offers diverse opportunities. Staff members indicate that the company provides strong, family-oriented benefits and a focus on innovation, particularly in technology and AI. While work-life balance and job security can vary by department, employees note that the firm offers resources for professional growth. Leadership is seen as promoting sound risk management, and the company's commitment to corporate social responsibility is viewed as a positive contributor to employee satisfaction.

Capital Group

Why This Company Has Been Nominated:
Employees at Capital Group describe a values-driven culture focused on integrity, long-term perspectives, and client success, contributing to high satisfaction. Staff members highlight an exceptional retirement plan and competitive bonuses as key parts of the compensation package. The firm is said to promote a healthy work-life balance with flexible schedules and generous benefits. Employees also report a strong sense of job security, pride in the company's social impact, innovative investment systems, and accessible leadership that fosters a collaborative and inclusive environment.

Charles Schwab

Why This Company Has Been Nominated:
Staff members report that Charles Schwab is a great place to work, with a client-first culture built on service and integrity. Employees express high satisfaction, pointing to significant growth opportunities, supportive management, and strong benefits, including a sabbatical program. The compensation is seen as competitive, and the firm's commitment to innovation through technology enhances the employee experience. Reports suggest a positive work-life balance, a sense of job security, a commitment to social responsibility, and accessible leadership contribute to a valued workplace.

Creative Planning

Why This Company Has Been Nominated:
Employees at Creative Planning report a passionate and driven culture with a team-based approach to comprehensive wealth management. Staff members express satisfaction with the firm's planning-centric model, which they feel provides strong support and a great working atmosphere. The company is said to offer a good work-life balance and opportunities for growth within a rapidly expanding organization. Employees also note a strong commitment to social responsibility through community involvement, accessible leadership, and innovative, in-house solutions that enhance their ability to serve clients.

Edelman Financial Engines

Why This Company Has Been Nominated:
Staff members report that Edelman Financial Engines fosters an inclusive and equitable culture where employees feel psychologically safe to share ideas. The firm is said to offer a strong benefits package, including a 401(k) match, a sabbatical program, and volunteer leave, which supports a healthy work-life balance. Employees express satisfaction with the company's commitment to social responsibility, particularly its youth financial literacy programs. Reports also indicate opportunities for growth, accessible leadership, and a sense of purpose that drives the organization's innovative approach.

Edward Jones

Why This Company Has Been Nominated:
Employees at Edward Jones describe a culture centered on camaraderie, caring, and a relentless focus on clients. Staff members report a supportive work environment with a strong work-life balance, flexible schedules, and opportunities for professional growth through extensive training and mentorship. While compensation structures can vary, the firm is said to provide the tools for success and reward hard work. Employees also note a sense of job security, a commitment to community involvement, accessible leadership, and innovative thinking.

Fidelity Investments

Why This Company Has Been Nominated:
Employees report that Fidelity Investments offers a culture of learning and collaboration with significant opportunities for career development and growth. Staff members express satisfaction with a robust benefits package that includes generous retirement contributions, profit sharing, and student loan assistance. The company is said to support a good work-life balance and foster an inclusive environment. Employees also note a sense of job security, a commitment to innovation through its Fidelity Labs incubator, strong social responsibility programs, and supportive leadership.

Franklin Templeton

Why This Company Has Been Nominated:
Staff members at Franklin Templeton describe a collaborative culture that values diversity, innovation, and integrity. Employees report a positive work-life balance supported by flexible work arrangements and comprehensive benefits. The company is said to offer competitive compensation and opportunities for professional development in a global environment. Employees also note a sense of job security, a strong commitment to community involvement, accessible leadership, and a forward-thinking approach to adapting to market changes, which contributes to overall satisfaction.

Goldman Sachs

Why This Company Has Been Nominated:
Employees at Goldman Sachs report a high-performance culture of excellence and teamwork that provides unparalleled opportunities for career growth. Staff members note that the compensation is highly competitive, with significant bonus potential, and is supported by a comprehensive benefits package. While the work-life balance is acknowledged as demanding, the firm is said to offer resources for resilience and wellness. Employees express a sense of pride in the firm's innovative spirit, commitment to social responsibility, strong leadership, and the job security associated with its brand.

HighTower Advisors

Why This Company Has Been Nominated:
Staff members report that HighTower Advisors fosters an excellent culture of collaboration and listening where client interests come first. Employees express high satisfaction with a supportive environment that provides a healthy work-life balance, including flexible schedules and unlimited paid time off. The firm is said to offer strong benefits, competitive compensation, and opportunities for professional development. Accessible leadership, a commitment to innovation, a sense of community, and job security are also noted as key positive factors.

Invesco

Why This Company Has Been Nominated:
Employees at Invesco describe a culture where they feel supported and their well-being is a priority, leading to high satisfaction. Staff members report that the firm offers competitive compensation, strong benefits, and a good work-life balance with flexible schedules. The company is said to provide clear opportunities for growth and development in a collaborative, team-oriented environment. Employees also note a sense of job security, a commitment to innovation, strong social responsibility programs, and accessible leadership.

JPMorgan Chase

Why This Company Has Been Nominated:
Employees at JPMorgan Chase report a culture of excellence and teamwork that provides extensive opportunities for career growth and development. Staff members express satisfaction with competitive compensation and a comprehensive benefits package that supports health, financial well-being, and family needs. The company is said to offer a reasonable work-life balance with flexible options and a strong commitment to diversity and inclusion. Employees also note a sense of job security, a focus on innovation, impactful social responsibility initiatives, and strong leadership.

LPL Financial

Why This Company Has Been Nominated:
Staff members describe LPL Financial as having a friendly, engaging, and collaborative culture with an excellent work-life balance. Employees express high satisfaction, pointing to supportive management, robust benefits, and competitive compensation. The company is said to foster an inclusive environment with numerous opportunities for career growth and professional development. Reports also highlight a strong sense of purpose through community impact programs, a commitment to technological innovation, and accessible leadership that contributes to a positive workplace.

Mariner Wealth Advisors

Why This Company Has Been Nominated:
Employees report that Mariner Wealth Advisors has a great culture with a smaller company feel, where associates are valued and client-first principles guide the work. Staff members express satisfaction with a collaborative environment that provides a healthy work-life balance and opportunities for career growth. The firm is said to offer competitive compensation and benefits, along with access to in-house experts that foster professional development. Employees also note a strong sense of job security, a commitment to social responsibility, innovative solutions, and accessible leadership.

Merrill Lynch

Why This Company Has Been Nominated:
Employees at Merrill Lynch report a culture that combines the resources of a large institution with a strong focus on client relationships. Staff members express satisfaction with the extensive opportunities for career growth and development available within the broader Bank of America network. The firm is said to offer competitive compensation and a comprehensive benefits package. Employees also note a sense of job security, a commitment to innovation in wealth management technology, strong social responsibility programs, and experienced leadership.

Morgan Stanley

Why This Company Has Been Nominated:
Staff members at Morgan Stanley describe a culture rooted in core values like putting clients first and leading with exceptional ideas. Employees report that the firm offers extensive opportunities for internal mobility and career growth. The compensation is competitive, and the benefits package is comprehensive, covering health, wellness, and family needs. While the work-life balance can be demanding, employees note a strong sense of job security, a commitment to innovation and social responsibility, and respected leadership that drives the firm's success.

Northern Trust

Why This Company Has Been Nominated:
Employees report that Northern Trust fosters a culture of caring, collaboration, and mutual respect. Staff members express satisfaction with a good work-life balance, generous paid time off, and flexible work arrangements. The company is said to offer a strong benefits package, including a pension plan, and clear opportunities for career growth through mentorship and training. Employees also note a feeling of job security, a deep commitment to social responsibility, a focus on innovation, and supportive leadership.

Raymond James

Why This Company Has Been Nominated:
Staff members describe Raymond James as having a great culture where the advisor and client come first, supported by a friendly, familial atmosphere. Employees express high satisfaction, pointing to excellent resources, technology, and opportunities for professional growth. The firm is said to offer a healthy work-life balance, competitive compensation, and a comprehensive benefits package. Reports also highlight a strong sense of job security, a deep commitment to community involvement, accessible leadership, and an innovative, entrepreneurial spirit.

Rockefeller Capital Management

Why This Company Has Been Nominated:
Employees at Rockefeller Capital Management report an inclusive and positive work environment that respects personal time and promotes a healthy work-life balance. Staff members express satisfaction with a culture of collaboration, where leadership is accessible, inspiring, and open to feedback. The company is said to offer competitive compensation, strong benefits, and numerous opportunities for professional development. Employees also note a sense of job security, a commitment to innovation, a legacy of social responsibility, and high-quality leadership.

State Street Global Advisors

Why This Company Has Been Nominated:
Staff members at State Street Global Advisors report a culture that values integrity, collaboration, and a commitment to clients. Employees express satisfaction with opportunities for professional growth through targeted learning programs and a supportive environment. The company is said to offer competitive benefits, including paid volunteer time, that contribute to a healthy work-life balance. Reports also indicate a sense of job security, a focus on innovation in asset management, strong social responsibility initiatives, and accessible leadership.

T. Rowe Price

Why This Company Has Been Nominated:
Employees at T. Rowe Price report a client-first culture with a strong work-life balance and flexible work options. Staff members express satisfaction with competitive compensation, an annual bonus, and a robust benefits package that includes tuition assistance and generous retirement contributions. The firm is said to provide clear opportunities for growth through formal development programs and mentoring. Employees also note a sense of job security, a commitment to social responsibility through its foundation, an innovative investment approach, and supportive leadership.

The Vanguard Group

Why This Company Has Been Nominated:
Employees report that The Vanguard Group fosters a collaborative and inclusive culture with a strong emphasis on work-life balance. Staff members point to comprehensive benefits, competitive compensation, and clear opportunities for growth through robust training and development programs. Reports suggest a feeling of job security is bolstered by accessible leadership and the firm's stable reputation. Employees also indicate pride in the company's commitment to innovation, ethical standards, and social responsibility, which they feel contributes to overall high satisfaction.

Wells Fargo Advisors

Why This Company Has Been Nominated:
Staff members at Wells Fargo Advisors report a collaborative work environment with access to extensive resources and support for professional growth. Employees express satisfaction with the firm's comprehensive benefits and competitive compensation packages. The company is said to promote a healthy work-life balance through hybrid schedules and paid time off. Reports also highlight a culture of inclusion, a commitment to technological innovation to support advisors, strong community involvement, and a sense of job security within a large, stable organization.