EAST AMHERST, NY – Level Financial Advisors, an independent, locally-owned advisory firm in East Amherst was recently named as one of the 2024 Best RIAs to Work For by Financial Planning Magazine. Level came in at number six on the national ranking. The publication has partnered with Best Companies Group to identify firms that have excelled in creating quality workplaces for employees.
This survey and awards program is designed to identify, recognize and honor the best employers in the Registered Investment Advisor (RIA) profession, benefiting its economy, workforce and businesses.
To be considered for participation, firms had to fulfill the following eligibility requirements:
- Must be a firm registered as an RIA with the SEC
- Have a facility in the United States
- Have a minimum of 10 employees working in the United States
- Must be in business a minimum of 1 year
Firms from across the United States entered the two-part survey process to determine Financial Planning’s Best RIAs to Work For. The first part consisted of evaluating each nominated company’s workplace policies, practices, philosophy, systems and demographics. The second part consisted of an employee survey to measure the employee experience. The combined scores determined the top firms and the final ranking. Best Companies Group managed the overall registration and survey process, analyzed the data and determined the final ranking.
“These RIAs are shining examples of the ways in which workplace culture, benefits, pay and so much more can positively impact employees,” Editor-in-Chief Brian Wallheimer said. “It’s clear that these firms love their employees, and the employees love them back.”
“We are proud to be recognized in our industry for being a great place to work for our team members. Our mission of creating an honest, transparent, and innovative firm for our clients and employees has been affirmed by this honor,” stated Level’s Chief Operating Officer and Partner Michael Heburn.
Level Financial Advisors manages over $700 million in assets for clients in the Buffalo region as well and throughout the United States.
For more information on Financial Planning’s Best RIAs to Work for program, visit https://bestcompaniesgroup.com/best-rias-to-work-for/
