Best RIA to Work for 2024 - Financial Planning Magazine

Our commitment to excellent service extends to not only our clients, but also our employees! We are pleased to announce that in December, West Financial Services was named as one of the Best RIAs to Work for in 2024.

Financial Planning has partnered with Best Companies Group to identify companies 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 RIA profession, benefiting its economy, workforce and businesses. To be considered for participation, firms had to fulfill the following eligibility requirements: 1. Must be a firm registered as an RIA with the SEC. 2. Have a facility in the United States. 3. Have a minimum of 10 employees working in the United States. 4. 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. For more information on Financial Planning’s Best RIAs to Work for program, visit https://bestcompaniesgroup.com/best-rias-to-work-for/.