We are proud to announce that Grimes & Company was recently named as one of the 2025 Best RIAs to Work For. This survey and awards program is designed to identify, recognize and honor the best employers in the wealth management profession, benefiting its economy, workforce and businesses.
At Grimes & Company, we hold our people and culture in the highest regard as two of our primary strengths, and this distinction is an acknowledgement of the core values our team collectively embodies every day:
“We above me”: We win together
“Always play the long game”: Building trust that lasts
“Clients are our lifeblood”: Every decision starts with their best interests
“Be in a constant state of improvement”: Deliver our best today and better tomorrow
Organizations from across the United States entered the two-part survey process to determine Financial Planning’s Best Workplaces in Money Management. 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.
Important Disclosure:
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.
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