Published 12/11/2025 https://www.financial-planning.com/list/best-rias-to-work-for-2025-ranking. Financial Planning partnered with Best Companies Group to create a nationwide ranking of the best RIAs to work for. This year’s list was compiled through a two-part review of firms across the country. First, financial professionals working inside these organizations were surveyed about leadership, compensation and benefits, communication, training, workplace environment, engagement and overall satisfaction. Separately, researchers examined each firm’s policies, practices, benefit structures, systems and demographics to build a fuller picture of how each workplace operates.
To be eligible, firms had to be registered with the SEC, have at least 10 U.S.-based employees, maintain a physical U.S. location and have been in business for at least one year. Scores from the employee survey and the independent evaluation were combined to create each firm’s final ranking. After tallying the results, 60 RIAs emerged as standouts — firms where employees say they feel supported, valued and excited to show up each day. Grimes & Company Wealth Management, LLC paid $1040 to participate in the Best Companies Group survey.
