McLean is Named a Top RIA to Work For by Financial Planning Magazine
On December 3, 2024, McLean was ranked #2 on the "52 Best RIAs to Work For" list compiled by Financial Planning magazine and Best Companies Group. This nationwide awards program is designed to identify registered investment advisors, or RIAs, with the best culture.
To be considered for participation, companies had to fulfill the following eligibility requirements:
- Be an SEC-registered RIA;
- Have at least 10 employees in the US;
- Have a facility in the US;
- Be in business for a minimum of 1 year.
The ranking was compiled by surveying employees about their firm's leadership, culture, pay and benefits, training, work environment, engagement, communications, and other factors. Separately, Best Companies Group evaluated each firm's workplace policies, practices, benefit programs, philosophy, systems, and demographics. Finally, the measurements were combined to calculate an overall score for each firm. In the end, there were 52 RIAs that stood out for their cultures.
Best Companies Group managed the overall registration and survey process, analyzed the data, and used their expertise to determine the final ranking. No fee was paid to participate in or advertise the results of the survey.
The complete recipient list and additional information about the program is available on the Financial Planning website at www.financial-planning.com.
Industry awards and rankings should not be considered the sole determining factor in hiring or retaining an investment adviser. For additional information regarding McLean awards and rankings, please visit https://www.mcleanam.com/disclosures. The effectiveness and potential success of wealth management services depend on a variety of factors, including but not limited to the client’s financial circumstances and objectives, market conditions, and coordination with the client’s outside professional(s). Past performance does not guarantee future results. All investing comes with risk, including the risk of loss.
McLean Asset Management Corporation (MAMC) is a SEC registered investment adviser. The content of this publication reflects the views of McLean Asset Management Corporation (MAMC) and sources deemed by MAMC to be reliable. There are many different interpretations of investment statistics and many different ideas about how to best use them. Past performance is not indicative of future performance. The information provided is for educational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy or sell securities. There are no warranties, expressed or implied, as to accuracy, completeness, or results obtained from any information on this presentation. Indexes are not available for direct investment. All investments involve risk.
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