On December 11, 2025, McLean was ranked #7 on the “2025 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, that provide positive workplace environments and offer excellent benefits, as rated by their employees.
Workplaces vary widely in culture, benefits, leadership style, communication, advancement opportunities, and even where you log into work every day. After tallying the results, 60 RIAs emerged as standout firms where employees say they feel supported, valued, and excited to show up each day.
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. Ultimately, 60 RIAs stood out for their cultures.
Best Companies Group managed the overall registration and survey process, analyzed the data, and used its 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 are 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://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.
