USA Today’s 2025 and 2026 ranking is compiled by Statista and based on the growth of the companies’ assets under management (AUM) over the short and long term and the number of recommendations they received from clients and peers. No compensation was paid for this ranking. See USA Today for more information.
Investment News Best Places to Work analysis is compiled by Best Companies Group through online employee and employer surveys. The collected information is combined to determine the strengths of each of the firms that voluntarily participate in the program and each workplace is ranked on this data. No compensation was paid for this ranking. See InvestmentNews.com for more information.
Investopedia’s methodology focused on awarding financial advisors who demonstrated a top-of-the-industry ability to reach the largest and most diverse financial and investing audience. That reach was measured by the impact and quality of the advisor’s published work, public appearances, online following, and commitment to financial literacy across diverse communities as well as peer-to-peer nominations. No compensation was paid for the Investopedia Top 100 award.
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