McLean Asset Management Named a Best Place to Work for Financial Advisors
McLean was recently named one of the 2024 Best Places to Work for Financial Advisors by InvestmentNews and Best Companies Group. This is the 3rd year McLean has received this recognition!
The "Best Places to Work for Financial Advisors" program is a research-driven program designed to recognize exceptional employers in the financial advisory sector who prioritize creating a workplace that attracts top talent. This distinction is measured through comprehensive employer and employee surveys.
It comprises a two-part process that examines a company's practices, programs, and benefits while also incorporating feedback directly from employees via surveys. Employees have the opportunity to weigh in on leadership and planning effectiveness, corporate culture and communications, job satisfaction, work environment, supervisor relationships, training, development and resources, compensation and benefits, and overall engagement.
To be considered for participation, companies had to fulfill the following eligibility requirements:
- 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;
- Be based in the US
- Have a minimum of 15 full or part-time employees working in the US;
- Be in business for a minimum of one year.
InvestmentNews and Best Companies Group analyzed the data and used their expertise to determine the final ranking. Employers with 15-24 employees were required to have a minimum response rate of 80% on the employee survey to qualify and ensure credibility. McLean did not pay a fee to participate or advertise the results of the survey. The winners were posted on the InvestmentNews website on February 28, 2024.
The complete recipient list and additional information about the program are available on the InvestmentNews website at investmentnews.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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