The Wealthstream Advisors team is excited to announce that we have been selected for two 2023 awards! We are passionate about our work and proud to see this recognition of both the value we deliver to clients and the supportive team we have built.
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First, Wealthstream Advisors was recognized as one of 2023’s Best Places to Work for Financial Advisers by InvestmentNews. This is our third consecutive year earning this honor based on employer and employee surveys delving into everything from company culture, benefits, career paths, and more.
InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to compile the survey and recognition program. Their announcement notes that:
“The cliché is that employees come for the money but stay for their co-workers — and at advisory firms, their clients. This year’s winning firms translate lofty workplace missions to the kind of daily experience that makes everyone want to stick around.”
To learn more about the InvestmentNews' 75 Best Places to Work for Financial Advisers for 2023, please go to Bestplacesforadvisers.com.
Second, Wealthstream has been named to the RIA Edge 100 list of top-performing financial advisory firms. This list features firms that provide “high-quality, hands-on service to an expanding client base,” and we are honored to be included. The list was developed by the Wealth Management IQ team in partnership with Discovery Data based on a number of quantitative factors.
To learn more about the RIA Edge 100 list, please see their publication here.
Important Award Disclosure Information
InvestmentNews Best Places to Work for Financial Advisors
March 6, 2023: Currently in its fifth year, the InvestmentNews 2023 Best Places to Work for Financial Advisers program recognizes financial advice businesses that create meaningful work experiences for all their professionals. These firms value a commitment of excellence to both their employees and clients. It is from these encouraging foundations that advice firms can provide high quality and personalized investment and financial planning for clients.
Each year, this project is conducted in partnership with employee survey firm Best Companies Group. Winners are selected from a two-part survey completed by employers and employees. Employers report their organization’s workplace policies, practices and demographics, and employees complete a survey designed to measure the employee experience. Scores from the employee survey represent three-quarters of the weight of the final rankings.
To qualify as one of InvestmentNews Best Places to Work for Financial Advisers, an advice firm must have at least 15 employees and have been in business for one year. Link to award criteria: https://www.investmentnews.
No compensation was given or received for acquiring and advertising this award.
Wealthstream Advisors, Inc. ("Wealthstream") is a registered investment adviser. Additional information, including management fees and expenses, is provided on our Form ADV Part 2 available upon request or at the SEC’s Investment Adviser Public Disclosure website, https://adviserinfo.sec.gov/
RIA Edge 100 List
February 6, 2023: The list was developed by the Wealth Management IQ team in partnership with Discovery Data. Analyzing the ADVs of all SEC-registered investment advisors, WMIQ and Discovery looked at AUM growth, ratio of employees to clients, ratio of advisors to clients, percentage of advisors with CFP certification and average client account size. Qualifying firms were limited to those that provide financial planning services, have high-net-worth individuals as more than half of their client base and manage at least $250 million in assets as of June 30, 2022. Link to award information: https://www.wealthmanagement.com/ria-edge/ria-edge-100-growing-above-and-beyond
To view all disclosure information, click here.