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Winner profiles written by Rick Baert, Erin Chan Ding, Suzanne Cosgrove, Stephanie Forshee and Sergio Padilla
Illustration by Hayden Maynard/i2i Art | Design and development by Elizabeth Davis

1,000+ Employees

01

Neuberger Berman Group

Headquarters: New York
AUM: $418 billion as of June 30
Employees: 1,737
Years won: 2013-2022
Employees say: “Culture is truly special. While not a hierarchical organization, the positive culture starts at the very top and permeates its way through the organization. A truly professionally run organization. CEO is such a good leader, he could be president of the United States (no joke).”

Employees Say:

Culture is truly special. While not a hierarchical organization, the positive culture starts at the very top and permeates its way through the organization. A truly professionally run organization. CEO is such a good leader, he could be president of the United States (no joke).

Takes pride in being an employee-owned company and the retention rate. Overall, most people want to work together for a common cause, what is best for our clients. It is a testament to the firm that so many people have been with the firm for so long.

Mutual respect and collaboration up and down the organization. Cross-department collaboration often shows that teams are listening to each other and trying to meet each other’s needs. I feel challenged to accomplish big things, but importantly I also feel supported in my efforts.

3 Cool Things:

01

Promotes work-life balance, with schedules team dependent; however, most work at least two days remotely. Hosts a weekly Wednesday “Snack Time” that provides employees the opportunity to take a break, grab a treat and see colleagues outside of their day-to-day.

02

Provides a profit-sharing program that does not require employee contributions; eligibility starts at date of hire and there is no vesting schedule. Contributes 15% of eligible earnings up to the regulatory maximum.

03

Aims to build connections and relationships through team trivia, running clubs, sports teams, an art community, knitting group and the NB Band.

In Their Own Words:

As an employee-owned firm, listening is key to what makes us successful, whether that is with clients, community partners, or our employees. For example, listening played a critical role in our efforts around hybrid work and equity, inclusion and diversity. On the former, through surveys and listening tours, we developed a hybrid work approach and timeline that fit the needs of our people and business. On EID, our employee resource groups provide guidance to senior leaders and inform firmwide programming, in turn contributing to a more inclusive work environment. As we continue forward, listening will remain fundamental to who we are.

02

Bridgewater Associates

Headquarters: Westport, Conn.
AUM: $150 billion as of June 30
Employees: 1,197
Years won: 2012, 2022
Employees say: “I feel a sense of caring from the constantly evolving benefits to the way the company dealt with the pandemic, the safety measures since returning. I also feel challenged, I am proud of the caliber of people I work with, I never stop learning and growing.”

Employees Say:

I feel a sense of caring from the constantly evolving benefits to the way the company dealt with the pandemic, the safety measures since returning. I also feel challenged, I am proud of the caliber of people I work with, I never stop learning and growing.

Bridgewater does a fantastic job of allowing each employee to bring their authentic self to work. This applies to both one’s personal and professional self. You are encouraged to be yourself personally while also encouraged to bring forward your best and strongest work-related ideas. Politics is close to non-existent.

Bridgewater truly values its people, which makes it a great place to work. Members of the BW community are collaborative, smart, and driven, which is energizing. The compensation, benefits and on-site amenities are impressive — I’m really happy to be here.

3 Cool Things:

01

Modified its work model to be more flexible, requiring employees to be on-site a minimum of two days per week but work off-site on other days. Also offers a work-away benefit that allows employees to work outside their primary residence for up to four weeks per calendar year in domestic or international locations for personal reasons.

02

Offers robust benefits program, which includes 100% coverage of medical premiums for employees and dependents, a 401(k) program with up to $15,000 in annual match, charitable donation matching, a flexible PTO policy, and benefits to support family planning and care.

03

Efforts to develop women and minorities for senior management include a multiyear curriculum to develop world-class investors for those without prior investing experience. Seeks out raw talent and potential (rather than current skills) to secure best talent, including underrepresented talent.

In Their Own Words:

Known for its pioneering work culture, the world’s largest hedge fund attributes its success to an ethos of ‘meaningful work and meaningful relationships.’ Based an hour outside New York in leafy Westport, Conn., the 1,200-person firm describes itself as an idea meritocracy grounded in radical truth and radical transparency. The firm attracts top talent — investment professionals, technologists, managers and other specialists — through its exceptional employee experience that includes not only a culture of rigor and high expectations but also exceptional employee care: The firm offers a vibrant on-campus experience and best-in-class benefits program.

03

PGIM

Headquarters: Newark, N.J.
AUM: $1.5 trillion as of June 30
Employees: 2,677
Years won: 2020-2022
Employees say: “PGIM attracts people who are this rare combination of talented, intelligent, and empathetic. Other jobs, one might be incentivized to work hard just because of the impact on performance analysis and career progression.”

Employees Say:

PGIM attracts people who are this rare combination of talented, intelligent, and empathetic. Other jobs, one might be incentivized to work hard just because of the impact on performance analysis and career progression.

PGIM is a terrific fit for me. I joined PGIM in my late 40s from a larger investment firm. I was seeking a place that is highly ethical and has highly collaborative, ‘can-do’ intelligent investment professionals. I was also seeking a firm that values diversity for the right reasons. Diversity of thought, experiences, backgrounds, etc. make us better investors.

PGIM is very generous in its compensation, benefits and bonuses. I also think that the local culture here is very special and everyone is always looking for ways to empower each other.

3 Cool Things:

01

Offers inclusion training and events to recognize Asian and Pacific Islander Heritage Month, Pride Month, Black History Month, Hispanic Heritage Month and International Women’s Day, among other heritage acknowledgments. Each October, PGIM showcases a new inclusion-related topic — in 2021, the company provided education and engagement opportunities on the topic of inclusion in a hybrid work environment.

02

Implemented wellness programs since the pandemic that include “Take a Day,” which allows additional paid time off to encourage self-care; complimentary meals for essential/on-site workers; and location-agnostic requirements for certain open positions.

03

Promotes fun and stress relief via virtual networking events, including happy hours with a mixologist and cocktails; cooking events; seasonal thematic parties such as a holiday ugly sweater competition; and team bike rides where employees ride their stationary bikes connected to a virtual video group.

In Their Own Words:

At PGIM, the global asset management firm of Prudential, our people are our most important asset. Diversity of perspectives is at the core of who we are and what we do. By harnessing our differences and creating an environment where all talent thrives — we continue to deliver the exceptional outcomes our clients have come to expect. We nurture a “low-ego” culture where our employees can bring the best of themselves to work. From the moment people join — whether as an intern, an entry-level analyst, through our veteran’s work placement program, or as an experienced hire — we are committed to ensuring all our employees have a fulfilling and purpose-driven career.

04

Ares Management

Headquarters: Los Angeles
AUM: $334 billion as of June 30
Employees: 1,531
Years won: 2020-2022
Employees say: “Fosters intellectual curiosity and collaboration. The organization is appropriately demanding and challenging, while having an open-door policy for new ideas and opportunities to collaborate across the platform. There is ample opportunity to add value. For me, this is energizing.”

Employees Say:

Fosters intellectual curiosity and collaboration. The organization is appropriately demanding and challenging, while having an open-door policy for new ideas and opportunities to collaborate across the platform. There is ample opportunity to add value. For me, this is energizing.

The firm communicates its goals, growth targets, and visions clearly and frequently. This inspires employees to feel part of something bigger than themselves or respective team.

The culture is truly the best of anywhere I’ve ever worked. I really enjoy coming into the office and collaborating with my team and other teams across the platform. They take care of their employees, including … the little things like snacks, compensating for late night Ubers or hosting offsites.

3 Cool Things:

01

Focuses on training and development for incoming analysts and associates by offering a two- to three-week in-person training program, providing an opportunity for the cohorts to come together to network, collaborate and onboard as a group. To further enhance career development, offers mentor programs throughout the year.

02

Revisited and adapted its hybrid work programs to address feedback from employees, specifically allowing more flexibility for employees to work remotely. All employees have the ability to work remotely on Fridays.

03

Offers Summus Global to employees at no cost, which provides virtual access to a world-class medical advisory team and specialist doctors by phone/video from anywhere in the world. Expanded mental health and well-being offerings to include Ginger Mental Health and Headspace apps at no cost.

In Their Own Words:

Our people and our culture are the most critical strategic drivers of our success, and we are guided by our values: collaborative, responsible, entrepreneurial, self-aware, trustworthy. To attract and retain a high-performance team, we seek to foster a welcoming and inclusive work environment with significant opportunities for growth and development. Our culture makes us a preferred place for top talent at all levels, where outstanding people can build a long-term career within this exciting and growing industry.

05

Capital Group

Headquarters: Los Angeles
AUM: $2.2 trillion as of June 30
Employees: 7,690
Years won: 2018-2022
Employees say: “Focuses on building and maintaining a culture of DE&I, caring and respect. Everyone is encouraged and supported to pursue and build a career path that makes them feel happy and accomplished, respected for their contribution with or without ranks or job titles.”

Employees Say:

Focuses on building and maintaining a culture of DE&I, caring and respect. Everyone is encouraged and supported to pursue and build a career path that makes them feel happy and accomplished, respected for their contribution with or without ranks or job titles.

Fosters collegiality and generous compensation/benefits that keeps employees working hard to meet company goals. Many seasoned employees are willing to help newcomers.

Compensation is competitive and makes me feel valued. At the core of everything the company does are its core values (integrity, humility, rigorous analysis, collaboration are just a few).

3 Cool Things:

01

Launched its Capital student loan repayment program in 2022, contributing $200 monthly toward the principal balance of an eligible associate’s student loans.

02

Deposits 15% of employees’ total cash compensation (salary and bonus) into the master retirement plan. Awards two annual bonuses, merit-based and the second through profit-sharing. Also awarded an associate appreciation bonus of $10,000 as an expression of gratitude for work during the pandemic.

03

Provides free lunch for associates who work at a site without a dedicated lunchroom or cafe. This encourages associates to work in the office, fosters collaboration and helps establish the deep, personal connections important to Capital’s culture.

In Their Own Words:

At Capital Group, the success of the people who invest with us depends on the people we invest in. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. For over 90 years, Capital Group’s goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. From our newest associates to our most senior leaders, supporting diversity and an inclusive work environment is one of our most important business goals. We know that what makes us different makes us better.

06

Principal Asset Management

Headquarters: Des Moines, Iowa
AUM: $631.7 billion as of June 30
Employees: 1,543
Years won: 2012-2022
Employees say: “Culture is amazing. Also love that they have embraced remote work rather than forced all work to occur in the office. Talent level is increasing substantially because of it.”

Employees Say:

Culture is amazing. Also love that they have embraced remote work rather than forced all work to occur in the office. Talent level is increasing substantially because of it.

Does a really great job of being inclusive, respectful and providing endless tools and training to be successful individually and as a team. Great organization that truly cares about our people as a competitive advantage.

Flexible time-off program strongly supports work-life balance. As long as you are getting your job done, you can take as much time off as you need. Good employee benefit programs.

3 Cool Things:

01

Provides regular, transparent communication from senior leaders, competitive benefits and a tailored approach to flexibility that fits employees’ needs and allows them and their teams to prioritize life and work.

02

Promotes developmental opportunities, including its dedicated leader development programs, on-demand resources, formal learning, large audience forums and small group discussions as well as a new leader role support program.

03

Offers choice of medical plan options when many peer organizations have chosen to offer only high-deductible plans. Contributes $500 or $1,000 toward a health savings account for account-based health plan medical plan participants.

In Their Own Words:

At Principal, we invest in what matters and building talented teams is where it all begins. We’re drawn to people who bring unique perspectives, passion and expertise to help us advance the financial security and well-being of our customers, transform our growing business and drive positive change in the communities where we live and work. We’re actively transforming the way the world thinks about financial services, reimagining a more distinct and purpose-led future for financial systems and experiences. Our global community of team members works toward one common goal: a world where more people and businesses have greater access to financial security.

500-999 Employees

01

Schwab Asset Management

Headquarters: Westlake, Texas
AUM: $610.3 billion as of June 30
Employees: 654
Years won: 2016-2022
Employees say: “Leadership is good about listening to employees. They have been flexible about the return-to-office process and good about providing employees with the support they need. Leadership also promotes a positive work environment by mirroring the positive behaviors they expect lower-level managers to follow.”

Employees Say:

Leadership is good about listening to employees. They have been flexible about the return-to-office process and good about providing employees with the support they need. Leadership also promotes a positive work environment by mirroring the positive behaviors they expect lower-level managers to follow.

This organization truly cares about its employees. They value the work-life balance and provide the resources for employees to manage their own careers. They also trust managers to manage their people and don’t micromanage how I manage my team.

We are 100% focused on the customer first and taking care of employees so they can take care of the customers. Politics are minimal and everyone feels part of the team with their voices being heard regardless of your level/rank in the company.

3 Cool Things:

01

Hosts a diversity and inclusion speaker series featuring quarterly D&I keynote speakers, on topics including improving diversity in the industry and closing the generational gap.

02

Contributes $250 to employees’ 401(k) plan account with the first contribution each year, and matches $1 for every $1 an employee contributes each period, up to 5% of an employee’s eligible compensation.

03

Recognizes the importance of workplace flexibility while also understanding the benefit of in-person interactions to train and learn from each other, build human connections and maintain its culture. Employees participating in the workplace flexibility program may have up to 90 days each year to work remotely, with the remainder of workdays at a Schwab location.

In Their Own Words:

Schwab Asset Management employees are united by a common purpose of enhancing the financial lives of clients. At Schwab — and within SAM — employees share a belief that the work they do can make a direct and positive impact on clients. The firmwide strategy of viewing the world through clients’ eyes motivates and empowers SAM employees to innovate on behalf of investors and deliver extraordinary service to clients. Their spirit of service fosters client loyalty, as well as employee engagement, making SAM a special place to work.

02

TCW Group

Headquarters: Los Angeles
AUM: $220 billion as of June 30
Employees: 639
Years won: 2014-2022
Employees say: “Culture is a strong point and that makes working with people either on a regular basis or on rare occasions easier because there is no barrier in personality. I have had no negative experience due to another employee, which is major upside of working here.”

Employees Say:

Culture is a strong point and that makes working with people either on a regular basis or on rare occasions easier because there is no barrier in personality. I have had no negative experience due to another employee, which is major upside of working here.

Allows us the freedom to work from home within a hybrid schedule. Provides the needed support and even feeds us! The food is great here.

It makes its employees feel included due to the diversity. Also, the amount of people who are willing to help one another understand what they do and how they perform their functions is welcoming to someone who is new and maybe doesn’t have experience.

3 Cool Things:

01

Provides an on-site dining facility serving freshly made breakfast and lunch with a vast array of options, high-quality food, made-to-order juice bar and special food events, such as a barbecue to celebrate Juneteenth.

02

Offers a hybrid work mode that allows flexibility to work partially on-site and partially remote for most roles. New types of virtual events have been added, and recruitment and onboarding have been adjusted to allow for in-person visits.

03

Provides family building benefits of $25,000 for fertility treatment, prescriptions, surrogacy and adoption. Other health efforts include hosting wellness and fun virtual events such as virtual yoga and a walking challenge.

In Their Own Words:

TCW shows its team spirit throughout its organization. From a culture that is collaborative, inclusive and supportive, to numerous events for employees, and opportunities for development and growth, the firm is able to deliver its best to clients largely because of the culture it delivers to employees. TCW also has a strong commitment to the community and helps encourage team building through TCW-sponsored events that provide an opportunity to give back. TCW maintains strong retention because of its positive culture and recognition that employees can have a rewarding career with increasing responsibilities at the firm.

03

Lord Abbett

Headquarters: Jersey City, N.J.
AUM: $210 billion as of June 30
Employees: 697
Years won: 2020-2022
Employees say: “Good benefits, they really try to incorporate diversity and culture, encourage learning, promote community events, a lot of great events, business resource groups that one can participate in.”

Employees Say:

Good benefits, they really try to incorporate diversity and culture, encourage learning, promote community events, a lot of great events, business resource groups that one can participate in.

Lord Abbett gives you the opportunity and flexibility to build a career that you’re proud of. Our culture gives you the chance to create your own path and instead of following a mold.

Lord Abbett is the closest thing to a meritocracy out of all the companies I have worked for. If you do your job well, you will be rewarded and recognized. Also, if you excel at your current role, there is a clear career path and potential for upward mobility for employees. Additionally, management does seem to be championing and promoting ideas like diversity, sustainability and transparency.

3 Cool Things:

01

Recognizes employee excellence, including its Knight Awards: a peer award/event recognizing internal wholesalers for contributions with unique awards such as a “mentor moment,” “random act of kindness,” “being an ally” and others. Winners spin a prize wheel to get a prize and bragging rights.

02

Enables and empowers employees via its retirement plan council to plan for their financial future, gain control of their retirement assets and make decisions based on individual circumstances. The firm contributes up to 7.5% of eligible compensation to the 401(k) plan for eligible employees, which includes employer-match, safe-harbor, and profit-sharing contributions.

03

Offers fully or partially paid parental leave for the birth or adoption of a child. Also offers employer-sponsored elder care assistance for employees with aging family members, such as transportation to medical appointments or meal delivery, securing of proper care and assistance facilities, and providing information about financial resources and counseling for caregivers.

In Their Own Words:

Lord Abbett’s mission — securing a sustainable future for our clients, our people, and our world — fuels everything we do. We are committed to research-driven investing and informed ownership; we empower our people, building meaningful careers and creating an equitable environment for all; and we engage to make a positive impact on our world, advancing our local communities, using our voice and driving change. We’re unified by our vision to be the most respected asset manager in the world, energized by our cultural principle to dream big, work hard, have fun!

04

Voya Investment Management

Headquarters: New York
AUM: $330 billion as of June 30
Employees: 759
Years won: 2015-2022
Employees say: “As a proponent of giving back to the community, I am thankful this organization provides us time away from work to contribute to charities. I appreciate my manager’s trust in me, allowing me to perform my responsibilities with little or no supervision.”

Employees Say:

As a proponent of giving back to the community, I am thankful this organization provides us time away from work to contribute to charities. I appreciate my manager’s trust in me, allowing me to perform my responsibilities with little or no supervision.

Fosters a healthy culture of collaboration, camaraderie and fulfillment. Good benefits and flexible work (PTO, WFH, etc.) that results in great work-life balance, which in turn fosters more productivity and a better culture.

The culture, the communication, the time senior management takes to do town halls, virtual brown bags, the engagement with the community, the way we truly care about our clients’ finances. They are a family behind that dollar that trusts us to help them in retirement and in college. This carries over to how employees are treated as well.

3 Cool Things:

01

Provides management training and awareness, as well as individualized executive coaching to high-performing, high-potential employees. Partners with American Banker, Catalyst, The Glass Hammer and the Robert Toigo Foundation for development, network and exposure opportunities.

02

Committed to recruiting and retaining veterans and retired military. Engages with strategic partners such as Wounded Warrior Project to attract and retain veterans. Also has a veterans employee-led council that promotes a greater understanding of the expertise and perspectives that veterans bring to the work environment, enables career growth, advocacy and provides insight on the recruitment of veterans.

03

Promotes a commitment to the community by encouraging volunteer work during work hours. Employees are paid up to 40 hours a year for volunteer time away. Employees also may donate to the non-profit of their choice, with a foundation match of $5,000.

In Their Own Words:

In addition to our benefits and innovative programs that support our firm’s commitment to our communities, employees like that our culture is flat, transparent and non-ego driven. Our senior management is accessible to all levels of employees and actively make the effort to cultivate and develop the next level of talent to help them advance in their careers via mentoring, formal training programs and skip-level meetings. We are also unique in that while we have a long history, as part of ING, we are effectively a relatively new company. Employees like that they can make a tangible difference in how the company is run and how we serve our clients.

05

MetLife Investment Management

Headquarters: Whippany, N.J.
AUM: $590.1 billion as of June 30
Employees: 719
Years won: 2021-2022
Employees say: “Assigns challenging projects that will help with your skills development, provides flexibility for work-life balance, opportunity to make significant impact on performance of the company and work with smartest people in the industry within each functional area.”

Employees Say:

Assigns challenging projects that will help with your skills development, provides flexibility for work-life balance, opportunity to make significant impact on performance of the company and work with smartest people in the industry within each functional area.

MetLife has provided me with opportunities to learn and challenge myself as much as I am comfortable with. The platform and team are supportive of my career goals.

Promotes and accommodates life-work balance; relatively low-stress environment with pleasant and enjoyable colleagues. Not a cut-throat, competitive culture. Allows and respects autonomy and individual styles of performance

3 Cool Things:

01

Sponsors stretch breaks, guided meditations, nutrition webinars, stress management workshops, cooking demonstrations and wellness themed initiatives through its global wellness program. Provides no-cost access to Daily Burn, live and on-demand digital fitness programs, including activities such as yoga, dance, strength training and running.

02

Features inclusion networks, which are employee-led groups in support of families, LGBTQ, multiculturalism, veterans, rising professionals and women. The company also has an active Green Team. Such groups sponsor programming throughout the year.

03

Offers access to a variety of caregiving support programs, including Family First, personalized one-on one caregiving advice and support from a team of experts.

In Their Own Words:

MetLife successfully blends 150-plus years of investment experience with the passion, innovation, pace and flexibility of a startup as it continues to expand its bespoke strategies and solutions to institutional clients. MIM employees are empowered to experiment and lead growth initiatives while embracing a shared commitment to go above and beyond for clients. Employees value their community impact through the firm’s investment strategies, its robust employee networks, and volunteer and mentorship opportunities. Energized by a culture of collaboration and commitment to a diverse, equitable and inclusive workplace, along with career development opportunities, MIM’s employees prove the company’s mantra: Institutional. But far from typical.

100-499 Employees

01

WisdomTree Asset Management

Headquarters: New York
AUM: $74.3 billion as of June 30
Employees: 171
Years won: 2015-2017, 2020-2022
Employees say: “I feel that WisdomTree’s intent to connect with employees and make people believe they are important and heard is genuine.”

Employees Say:

Leaders engage us with honesty and humility and treat everyone with dignity.

We are a very ambitious organization — creating many opportunities for employees. Innovation is at the core — and we give people opportunities they would not get at other organizations mired with more bureaucracy.

I feel that WisdomTree’s intent to connect with employees and make people believe they are important and heard is genuine.

3 Cool Things:

01

Offers unlimited PTO for employees; and matches 50% of employee contributions to its 401(k).

02

Provides wellness programs such as meditation, yoga, sessions with a nutritionist professional and access to a corporate fitness app with specialized exercise content.

03

Assigns “buddies” for new employees to seamlessly integrate into the firm and hosts virtual and in-person gatherings like trivia, murder mystery parties, book clubs, and coffee chats. Recognizes employees’ 10-year anniversary at town halls, which includes a two-month paid sabbatical.

In Their Own Words:

WisdomTree is a remote-first company, offering our employees the optionality of making their own working arrangements at home or coming into the office as desired. There is a true sense of mission at WisdomTree, and we compete successfully against the giants in the asset management industry. We have succeeded on the merit of our products and our practices. WisdomTree believes that our people are our greatest asset and allows employees at every level to hold an equity stake in the company, encouraging a culture of inclusivity where everyone has a voice.

02

Polen Capital

Headquarters: Boca Raton, Fla.
AUM: $61 billion as of June 30
Employees: 188
Years won: 2016-2022
Employees say: “A lot of organizations use culture as a buzzword, but this is the first place I have worked where I can feel the culture in my everyday work, and it makes me excited to go to work. The benefits are amazing, we are flexible and care about the associate.”

Employees Say:

A lot of organizations use culture as a buzzword, but this is the first place I have worked where I can feel the culture in my everyday work, and it makes me excited to go to work. The benefits are amazing, we are flexible and care about the associate.

Decisions are made for the benefit of the employees — they take care of people knowing this will mean they can take care of our clients. The learning, diversity and human support they provide is the best of any company I have ever worked for. The leadership team genuinely cares and lives the values every day.

There’s a huge emphasis on D&I and culture. The benefits package is attractive compared to other organizations. The (results-only work environment) ROWE environment allows a nice balance between personal and professional life.

3 Cool Things:

01

Gives each employee $5,000 annually for career development and learning, plus another $5,000 for philanthropic gift matching.

02

Provides unlimited individual coaching via Boon Health or counseling up to $2,500 annually via a therapist of the employee’s choice to support mental wellness. Employees can work from walking treadmill desks, have access to an on-site gym, meditation room and a fitness reimbursement program.

03

Offers daily catered breakfast and lunch, plus programming that encourages employees to connect and have fun through activities like professional sporting events, contests and networking events.

In Their Own Words:

For more than 30 years, Polen Capital has demonstrated an unwavering commitment to its clients, colleagues and community. Embracing a growth mindset, continuous improvement, and lifelong learning are fundamental to its culture. In fact, employees state an individual training budget for continuous improvement and learning as one of the things they love most about Polen. Its results-only work environment (ROWE) provides “freedom in a framework” that empowers people to bring their best selves to work.

03

Baird Asset Management

Headquarters: Milwaukee
AUM: $123 billion as of June 30
Employees: 112
Years won: 2012-2022
Employees say: “I feel that the organization puts the client’s interests first. This really resonates with me given my past experience at other firms where this was not the case. I also feel that the senior leaders highly value employees like myself, creating a great place to work.”

Employees Say:

I feel that the organization puts the client’s interests first. This really resonates with me given my past experience at other firms where this was not the case. I also feel that the senior leaders highly value employees like myself, creating a great place to work.

The No. 1 thing this company and my business unit do is focus on purpose and being authentic. As an openly gay person, I have never worked with a more open and accepting group of people. I have never been scared or uncomfortable discussing what my husband and I did over the weekend, nor do we feel excluded from any professional or social events.

We do fun things, like celebrating Bastille Day, World Cup, even Shark Week one year. Senior leaders are very open to associate-led suggested activities. Several of my co-workers have become my closest friends.

3 Cool Things:

01

Commits to recruiting, developing diverse candidates by partnering with organizations such as African American Leadership Program and WOMEN Unlimited. In the past five years, 40% of graduating interns became full-time associates; and 50% of those new associates are women and/or people of color.

02

Demonstrates a commitment to community through volunteer time and financial support. Employees are building a Habitat for Humanity house together, which provides a bonding opportunity and a way to give back. Employees receive two paid days off each year to volunteer for a non-profit organization of his or her choice.

03

Targets sharing 12% to 14% of the firm’s operating income with associates in the form of 401(k) match and profit-sharing contributions.

In Their Own Words:

Baird Asset Management is an employee-owned firm that puts clients first. We are committed to diversity for our clients, for Baird associates and for the communities in which we live and work. This commitment is in keeping with our culture of integrity, our genuine concern for clients and fellow associates and our respect for the individual. Our consistently competitive returns, lower fees, risk management focus and direct engagement with clients helps differentiate us from our competitors.

04

ClearBridge Investments

Headquarters: New York
AUM: $157.4 billion as of June 30
Employees: 237
Years won: 2012-2022
Employees say: “Employs and retains hard-working people who go above and beyond what’s required to ensure business and organizational success and progress. Also, the leadership is very transparent about the business and always willing to share information about current status as well as future plans.”

Employees Say:

Employs and retains hard-working people who go above and beyond what’s required to ensure business and organizational success and progress. Also, the leadership is very transparent about the business and always willing to share information about current status as well as future plans.

I have a lot of faith in senior management, and I like the people I work with — especially my team, but more broadly at ClearBridge as well. I appreciate the investment process, notably the ESG aspects, and the diversity initiatives emphasized by our CEO Terrence Murphy. I feel that my manager has faith in my work and gives me the autonomy I want.

Management is thoughtful and transparent around everything from succession planning to employee training. Our leaders bend over backwards to make everyone feel valued and included.

3 Cool Things:

01

Encourages employees to eat well through nutrition seminars and reimburses employees up to $300 annually for participating in a community supported agriculture program, which supports local farmers and provides workers with fresh fruits and veggies.

02

Provides company match of 85% of every dollar contributed up to the IRS limit, and also a makes a separate profit-sharing contribution annually.

03

Offers lunch-and-learns, such as an urban self-defense and safety program, which was geared toward women and offered classroom training followed by self-defense classes. Provides sit-stand desks, demonstrations by fitness instructors and fitness club reimbursement of up to $500 annually.

In Their Own Words:

ClearBridge has a culture that encourages teamwork, inclusion, respect, and open communication. This allows everyone to feel they are contributing to the overall goals of the firm. ClearBridge has been recognized by Pensions & Investments as a ‘Best Place to Work in Money Management’ since the inception of the program. These awards reflect the firm’s spirit of collaboration, work-life balance and ongoing investment and commitment to our clients and employees.

05

GW&K Investment Management

Headquarters: Boston
AUM: $47.3 billion as of June 30
Employees: 181
Years won: 2021-2022
Employees say: “There’s an open door feeling at GW&K. I honestly feel I could walk into anyone’s office and would be welcomed.”

Employees Say:

There’s an open door feeling at GW&K. I honestly feel I could walk into anyone’s office and would be welcomed.

They foster leadership and move people up in the organization. No competitive atmosphere. Everyone is looking at the greater good for our clients and colleagues and always trying to do our best. I have worked in toxic places before, and GW&K is the exact opposite.

GW&K really cares about its associates. They spare no expense in making sure the work environment is pleasant and that everyone has the tools they need to do their best work.

3 Cool Things:

01

Works with organizations like Handshake and Bottom Line to ensure minority students and alumni are encouraged to apply for positions at GW&K to increase the diversity of candidates interviewed; in 2021, achieved the goal of having more than 50% of the candidate pool for open positions from a diverse background.

02

Offers full tuition reimbursement for employees of one year or more for a range of graduate degree and professional licensing programs; a wellness program includes a free on-site gym and reimbursement for exercise activities such as Peloton subscriptions.

03

Connects employees with team-building activities like trivia, wine tasting and fitness challenges.

In Their Own Words:

We believe that GW&K’s strong customer-centric and entrepreneurial culture is grounded in our heritage. It defines who we are and our investment success. To achieve integrity and the highest performance organizationally we strive to build long-term, mutually rewarding relationships with our clients, employees, service providers and broader community. We believe that an open and collaborative culture, together with a flat organizational structure, ensures quality engagement by the GW&K team and that clients have access to our best thinking and highest level of service.

Adams Street Partners

Headquarters: Chicago
AUM: $52 billion as of June 30
Employees: 218
Years won: 2018-2022
Employees say: “Adams Street is a place where I feel heard and that I am a part of the team and not just a body doing work.”

Employees Say:

Adams Street is a place where I feel heard and that I am a part of the team and not just a body doing work.

The open lines of communication from the top down is the biggest thing that stands out to me here. I have a clear picture of where the company is going and what is valued within the organization. It makes it easier to come into work everyday knowing that everyone has the same goal in mind to further the firm.

We work to invest in companies that make an impact in the world. We have invested in key medical and technology companies that have the potential to improve lives. We also ensure that our investments are clear of moral conflict, environmental damage and financial manipulation.

3 Cool Things:

01

Prioritizes recruitment firms that focus on identifying diverse talent, partnering with groups like SEO Career, Chicago Scholars Emerge and #10000BlackInterns.

02

Social committee hosts monthly events such as happy hours, trivia lunches, and baseball games. Snacks are provided daily and offices close at 3 p.m. every Friday.

03

Encourages volunteerism and provides access to numerous volunteer opportunities, including an annual Day of Service. Offers a charitable matching gift program available to all employees, as well as a Donations for Doers Program.

Adviser Investments

Headquarters: Newton, Mass.
AUM: $5.98 billion as of June 30
Employees: 114
Years won: 2016-2022
Employees say: “The company is constantly evolving. It’s never satisfied with the status quo. There are always opportunities here for people who are self-motivated.”

Employees Say:

The company is constantly evolving. It’s never satisfied with the status quo. There are always opportunities here for people who are self-motivated.

Collaborative spirit, caring people and a common enthusiasm for helping the organization succeed.”

The organization has a forward-looking mindset and ambitious growth goal that provides a lot of opportunity for employees. The company is willing to invest in the employees, the technology and the culture.”

3 Cool Things:

01

Gives employees confidential access to the Restore Resilience app, which provides a health coach and digital content to enhance mental, emotional and physical health. Offers weekly Friday meditation sessions and a Zombie Outbreak step challenge during which employees form teams to escape “zombies” on a gaming app and compete for prizes.

02

Contributes $500 to a 529 savings plan for employees’ new babies.

03

Hosts summer barbecues, ice cream socials, ships a family-sized meal from Omaha Steaks for the now-remote annual holiday party. Continued community service through the pandemic with donations to local food banks and bagged-lunch drives in which employees gather in a colleague’s backyard to put together meals for communities facing food insecurity.

Aksia

Headquarters: New York
AUA: $270 billion as of June 30
Employees: 154
Years won: 2015-2022
Employees say: “Aksia offers its employees room for career growth. This organization takes the time to develop its employees. Aksia also values the opinions of its employees. Aksia strives to offer its employees good work/life balance compared to many other financial firms.”

Employees Say:

Aksia offers its employees room for career growth. This organization takes the time to develop its employees. Aksia also values the opinions of its employees. Aksia strives to offer its employees good work/life balance compared to many other financial firms.

Aksia is intentional when it comes to encouraging employee interactions and making it a fun place to work, whether it’s a wine tasting series, weekly company sponsored meals, or continuing development through Aksia.edu learning sessions, Aksia puts a lot of care into ensuring that it’s an engaging place to work.

Flat organizational structure. It’s a meritocracy. The best ideas rise to the top. Open meetings for people at all levels to discuss things.

3 Cool Things:

01

Flies in non-New York employees to attend the annual summer party, a half-day outdoor event where employees mingle and play games with colleagues they don’t see on day-to-day basis.

02

Holds a weekly company-sponsored happy hour at a local bar. Social outings including baseball games, wine tastings and an annual summer party.

03

Recognizes employees with more than five years of service with an additional five paid time off days and 10-year employees with a plaque.

AQR Capital Management

Headquarters: Greenwich, Conn.
AUM: $100 billion as of June 30
Employees: 432
Years won: 2017-2022
Employees say: “AQR provides one of the best benefits packages I have ever seen at a firm, from a fully-paid-for health-care option to monthly gym reimbursement, which shows it truly cares about its employees (rather than considering them just another ‘number in the system’).”

Employees Say:

AQR provides one of the best benefits packages I have ever seen at a firm, from a fully-paid-for health-care option to monthly gym reimbursement, which shows it truly cares about its employees (rather than considering them just another ‘number in the system’).

AQR is an open-minded, collaborative place to work, with an understanding of work-life balance. They value the individual, not just the work that’s being completed.

No one is territorial or competitive, and that tone is set at the most senior level and trickles down. Everyone I work with is so talented and smart, and I enjoy the camaraderie across groups. The benefits are really nice — stocked pantries, subsidized lunch, fully paid medical benefits, gym and phone reimbursement, etc.

3 Cool Things:

01

Offers 100% paid medical, dental and vision coverage for employees and dependents. Perks include a health and wellness allowance to put toward gym memberships or fitness programs.

02

Provides ice cream socials, daily breakfasts in the kitchen, food truck socials, wine tastings and Peloton rides. Hosts Pickles or Slaw, a lunchtime interview series to give employees a chance to learn about senior leaders on a personal level.

03

Champions giving back. The AQR Black Network recognized Juneteenth with a volunteer event at Open Doors, a shelter in the Connecticut area. The ESG-in-the-office committee hosted volunteer days on environmental projects with the Billion Oyster Project and SoundWaters Coastal Cleanup. And in response to the crisis in the Ukraine, employees donated to the International Rescue Committee, the total of which was matched by both AQR and by founding principal Cliff Asness.

Ariel Investments

Headquarters: Chicago
AUM: $16.1 billion as of June 30
Employees: 121
Years won: 2017, 2020-2022
Employees say: “Ariel is a firm where individuals who otherwise may not have considered entering the investment arena can thrive.”

Employees Say:

Ariel is a firm where individuals who otherwise may not have considered entering the investment arena can thrive.

The leadership team regularly asks for feedback, and they hold themselves accountable for progress. It is an open working environment where new ideas are not only welcome, but often implemented efficiently.

Unlike anywhere else I’ve ever worked, diversity is viewed as a competitive advantage at Ariel Investments. It is refreshing, and I can be who I am every day I come to work.

3 Cool Things:

01

Hosts a wellness week for employees with activities like a virtual cooking class and virtual yoga; provides a gym reimbursement for overall wellness-related activities.

02

Funds the deductible for health savings accounts, and pays 100% of premiums for medical, dental and vision coverage for employees and dependents.

03

Encourages employee development. Among its efforts, offers memberships to Chief, a private network focused on connecting, supporting and developing women executive leaders and the IMPACT Leadership Development Program for Black professionals. Launched the Ariel LEAD program in 2022 for high-potential early- to mid-career professionals.

Ballentine Partners

Headquarters: Waltham, Mass.
AUM: $9.1 billion as of June 30
Employees: 110
Years won: 2017, 2019-2022
Employees say: “Our firm has always had a ‘family first’ mentality, but this became glaringly evident during COVID when families were forced to work from home and juggle various remote learning responsibilities. Everyone was so understanding and accommodating. I love the work-at-your-own-pace style of work. While deadlines are real and unavoidable, there isn’t someone breathing down your neck to micromanage your progress.”

Employees Say:

Our firm has always had a ‘family first’ mentality, but this became glaringly evident during COVID when families were forced to work from home and juggle various remote learning responsibilities. Everyone was so understanding and accommodating. I love the work-at-your-own-pace style of work. While deadlines are real and unavoidable, there isn’t someone breathing down your neck to micromanage your progress.

People at this firm are earnest, warm, welcoming, eager to learn, and work hard. There is a genuine feeling of collaboration and companionship.

It has a sense of mission and purpose. The small environment ensures that people are treated as individuals and not just as an interchangeable cog in a machine. Pay and benefits are very generous. Other perks make employees feel valued. It is clear the organization is not nickel-and-diming employees.

3 Cool Things:

01

Uses Mogul platform to connect with diverse talent and build recruiting relationships with historically Black colleges and universities. Considers inclusivity in health-care benefits to cover additional services like gender reassignment surgery.

02

Offers student loan repayment plans as one way to attract and retain Millennial workers.

03

Provides weekly staff lunches, internet reimbursement, and home office stipends of $400. Hosts weekly social hours and summer family parties for employees.

Beach Point Capital Management

Headquarters: Santa Monica, Calif.
AUM: $15.5 billion as of June 30
Employees: 137
Years won: 2018-2021
Employees say: “Beach Point does a great job of creating a welcoming and inclusive atmosphere. I enjoy coming to work because I really like the people I work with, the work itself is interesting, compensation is good, and work-life balance is great.”

Employees Say:

Beach Point does a great job of creating a welcoming and inclusive atmosphere. I enjoy coming to work because I really like the people I work with, the work itself is interesting, compensation is good, and work-life balance is great.

This company is very open and honest. Management is goal-oriented with a strong emphasis on personal and professional growth. Benefits and rewards of the company are very attractive.

Puts a strong emphasis on culture.  Hiring practices are focused on finding good personality fits, not just based on skills required to do the job. Understands work-life balance and is very flexible with individuals’ specific needs.

3 Cool Things:

01

Provides full work-from-home setups at no cost to employees. As part of a new COVID-19 policy, provides gift cards intended to cover employees’ home WiFi bills.

02

Sponsors beach cleanups, where employees can volunteer to clean up the Santa Monica, Calif., beach with drinks and dinner provided afterward.

03

Offers yoga, a women’s wine event and a charity poker night to relieve stress. Also offers flexible, hybrid schedules with lunch provided to those who are in office.

Brandywine Global Investment Management

Headquarters: Philadelphia
AUM: $60.7 billion as of June 30
Employees: 224
Years won: 2013, 2016-2022
Employees say: “Brandywine Global is a mid-size organization where employees don’t get lost. The work culture and tone at the top here are truly exceptional and distinguish BGIM from other employers.”

Employees Say:

Brandywine Global is a mid-size organization where employees don’t get lost. The work culture and tone at the top here are truly exceptional and distinguish BGIM from other employers.

I love working somewhere where employees are encouraged and supported to try new roles within the organization. I also like that it’s a forward-looking firm. When mistakes are made, we focus on how to fix them and move forward rather than wasting time on putting the blame on people or teams.

Work-life balance is a priority at this organization. They really do emphasize making sure you take time off to recharge. Matching 7% of 401(k) contributions is generous.

3 Cool Things:

01

Designs custom gift baskets each December for all employees with items including Yeti mugs, coolers, custom dress socks and local Philly favorites like La Colombe coffee and Lore’s Chocolates.

02

Maintains a quiet room for employees with comfortable chairs, aromatherapy and soothing music to rest and recharge. Hosts happy hours and offers a virtual wellness program for employees with meditation, CrossFit, and yoga classes throughout the day.

03

Brandywine Global's young professionals network ERG holds events such as game nights and professional development opportunities; the interns and co-op programs host monthly webinars and networking opportunities with upper management.

Busey Wealth Management

Headquarters: Urbana, Ill.
AUM: $11.45 billion as of June 30
Employees: 153
Years won: 2018-2022
Employees say: “Busey does a good job at providing a good work-life balance. As soon as I joined the Busey team, I could tell that Busey cares for its employees and their well-being by providing a great balance.”

Employees Say:

Busey does a good job at providing a good work-life balance. As soon as I joined the Busey team, I could tell that Busey cares for its employees and their well-being by providing a great balance.’

Good, caring people are employed who want what’s best for you as an individual and want to see a strong team.

I love that we are so community-minded and that we as associates are encouraged to be involved and like that there are opportunities for associates at most any level to find something they can participate in.

3 Cool Things:

01

Offers the BWell program, a health and wellness initiative that provides challenges, coaching and incentives, such as contributions to a health savings account. Since 2015, Busey has paid out $3.5 million to associates.

02

Provides tailored training and development tracks for every leader— from entry and emerging to the executive level.

03

Holds Pay it Forward Fridays, giving employees the opportunity to wear jeans each Friday when they donate $5 toward a worthy cause through a voluntary payroll deduction — the initiative raised more than $88,000 in 2021 and more than $340,000 since 2015.

California State Teachers’ Retirement System

Headquarters: West Sacramento, Calif.
Assets: $301.6 billion as of June 30
Employees: 213
Years won: 2013, 2016-2022
Employees say: “CalSTRS offers many ways for its employees to grow in their career, which is essential for people like me who aspire for that. They have a plethora of amenities for one’s convenience and well-being. CalSTRS also has recognition programs that ensure employees’ hard work does not go unnoticed.”

Employees Say:

CalSTRS offers many ways for its employees to grow in their career, which is essential for people like me who aspire for that. They have a plethora of amenities for one’s convenience and well-being. CalSTRS also has recognition programs that ensure employees’ hard work does not go unnoticed.

Doesn’t just give lip service to work-life balance and encourages employees to be the best in all aspects of their life, not just while at work. Fosters an environment of communication and diversity of opinions and viewpoints.

Leadership continues to walk the walk and talk the talk in relation to the values and goals of the institution. It is reiterated in meetings and town halls showing the importance of our culture.

3 Cool Things:

01

Supports training and development opportunities, including in-house and off-site programs; and reimbursement for CFA and CAIA designations.

02

Recognizes an individual’s superior performance through the Virtuoso award, which comes with a crystal trophy, a $500 monetary award and internal promotions featuring the winner.

03

Promotes fitness and health via activities such as a step and bike challenge, a free on-site gym, smoking-cessation programs and walking workstations.

Churchill Asset Management

Headquarters: New York
AUM: $29 billion as of June 30
Employees: 132
Years won: 2021-2022
Employees say: “Churchill is an organization that highly values its people, and this message is communicated from the top down throughout the entire firm. Senior management is very vocal about how much they value the people and culture of the firm, and they continuously check in with employees to make sure that they are happy in the work environment.”

Employees Say:

Churchill is an organization that highly values its people, and this message is communicated from the top down throughout the entire firm. Senior management is very vocal about how much they value the people and culture of the firm, and they continuously check in with employees to make sure that they are happy in the work environment.

Leadership genuinely cares and wants Churchill to be a great place to work. CEO Ken Kencel is an amazing leader and very inspiring. Employees feel appreciated and valued with strong benefits. The culture is terrific and carefully cultivated. I couldn’t imagine a better work environment.

As a junior employee, my team is comprised of great role models who genuinely care about my learning and career development. Churchill has also provided great opportunities to play a key role in investment diligence and discussions, where I feel like my opinions are incorporated and respected.

3 Cool Things:

01

Prioritizes career development and team building by holding an annual off-site in Miami for employees.

02

Holds weekly Tuesday team lunches in the office and engages employees through activities like CAM Fantasy Football.

03

Employees work together on volunteer opportunities such as Rise Against Hunger for a meal-packing event.

Clarion Partners

Headquarters: New York
AUM: $81.4 billion as of June 30
Employees: 308
Years won: 2022
Employees say: “Clarion is a place that encourages entrepreneurs and self-starters to work hard and have enough time to be a present parent. It’s also highly regarded in the real estate community as a place where smart people work.”

Employees Say:

Clarion is a place that encourages entrepreneurs and self-starters to work hard and have enough time to be a present parent. It’s also highly regarded in the real estate community as a place where smart people work.

Clarion Partners’ leadership has been here quite a long time, and there is also a good number of long-term tenured employees. Clearly, the company is doing something that results in such retention. I would say a combination of fair pay and collegiality.

Clarion Partners cares about the people. There is a real focus on your career and providing opportunities to grow, and the pay is fair.

3 Cool Things:

01

Provides free, unlimited access to Sittercity Pets through Pet Care Bright Horizons; discounted summer day camp and tutoring for children through Bright Horizons.

02

Provides stipends for meals and car service when employees work after 8 p.m. and gives employees the option to work fully remote the two weeks before Labor Day and the last week of December, in addition to early Friday departures leading up to holiday weekends.

03

Has made the transition back to the office easier with free lunches, healthy snacks, a hybrid work model and a more relaxed dress code.

Cohen & Steers

Headquarters: New York
AUM: $87.9 billion as of June 30
Employees: 329
Years won: 2020-2022
Employees say: “I feel set up for success; the culture is very collaborative and team oriented and people are dedicated and smart. We are always looking for ways to improve, and the organization is open to improving and continues to invest.”

Employees Say:

I feel set up for success; the culture is very collaborative and team oriented and people are dedicated and smart. We are always looking for ways to improve, and the organization is open to improving and continues to invest.

I have worked in the investment management industry for nine-plus years. This is the first organization where I worked with a team full of women ... the attention to diversity and talent is astounding!

The company truly fosters team spirit, with management (from the C-suite on down) readily available to consider and adopt new ideas. Member contributions are recognized and applauded. Egos are rarely, if ever, on display.

3 Cool Things:

01

Provides 50% match to employee 401(k) contributions up to the IRS limit; employees eligible to contribute on Day One of employment.

02

Builds culture via informal and formal social events such as workout classes, new hire lunches, waffle day and a holiday party.

03

Offers generous PTO/sick time policy — two weeks paid time off to care for a sick family member in addition to seven sick days — hybrid work flexibility, and a “Work From Anywhere Week” in August.

Fort Washington Investment Advisors

Headquarters: Cincinnati
AUM: $72.1 billion as of June 30
Employees: 139
Years won: 2013-2014, 2016-2020, 2022
Employees say: “The company cares about our associates and their careers, hosts events for our employees throughout the year and supports our clients with grants and donations.”

Employees Say:

The company cares about our associates and their careers, hosts events for our employees throughout the year and supports our clients with grants and donations.

The company is deeply rooted in Cincinnati; it gives confidence that jobs are secure. I love the amenities - gym, lunch, pension.

The company has very strong values, especially as it relates to supporting the community and fostering a culture that is not cut-throat.

3 Cool Things:

01

Offers a defined benefit plan as well as matches 50% of an associate’s 401(k) contributions, up to 4% of earnings saved.

02

Holds an associate appreciation day that includes a weekend family event culminating in a fireworks show.

03

Partners with the Urban League’s Urban Leaders program, the YWCA, the Cincinnati Chamber of Commerce and the Hispanic Chamber of Commerce to attract and enhance diverse talent.

GCM Grosvenor

Headquarters: Chicago
AUM: $71 billion as of June 30
Employees: 484
Years won: 2020, 2022
Employees say: “GCM Grosvenor has a familial culture. Senior leadership really cares about the happiness and well-being of employees. Everything from economics, to training and development, to benefits, to educational sessions, webinars, guest speakers, outings, town halls with Q&A, and generous holiday/vacation policies.”

Employees Say:

GCM Grosvenor has a familial culture. Senior leadership really cares about the happiness and well-being of employees. Everything from economics, to training and development, to benefits, to educational sessions, webinars, guest speakers, outings, town halls with Q&A, and generous holiday/vacation policies.

Very much employee oriented. I like that they keep us well informed and always look out for our safety and well being. There is a strong culture of compliance that is industry leading and very much appreciated.

Great benefits package; firm camaraderie; good opportunities for interns and new college graduates.

3 Cool Things:

01

Provides online educational resources for employees to learn new skills, improve presentation and sharpen data analysis through GCM University. Provides DEI education through a compilation of movies, books, podcasts and articles related to DEI topics to build awareness.

02

Pays 100% of medical, dental and vision insurance premiums for employees and their dependents. Provides wellness subsidy of $100 per month per employee.

03

In-office perks includes periodic visits from baristas, smoothie bars, fresh fruit, and birthday snacks.

Hamilton Lane

Headquarters: Conshohocken, Pa.
AUM: $108.3 billion as of June 30
AUS: $724.4 billion as of June 30
Employees: 454
Years won: 2012-2022
Employees say: “Collaborative culture — colleagues make work fun. Not micromanaged, ability to make own decisions when appropriate; ability to voice opinions and give feedback to managers. Wants employees to learn and grow; looped into new projects/responsibilities.”

Employees Say:

Collaborative culture — colleagues make work fun. Not micromanaged, ability to make own decisions when appropriate; ability to voice opinions and give feedback to managers. Wants employees to learn and grow; looped into new projects/responsibilities.

Corporate culture is conducive to making a comfortable working environment.  We like to have fun but at the same time, we give 100% to provide top-notch service to our clients.

Encourages collaboration and process improvements. CEO keeps the company well informed and participates in training with lower-level employees.

3 Cool Things:

01

Holds frequent wellness competitions and self-paced wellness challenges such as walks, on-site nutritional counseling, farm share participation and employee sport team sponsorship. Higher participation results in health-savings account awards.

02

Offers guided meditation sessions to improve concentration and reduce stress. Free access to a state-of-the-art gym, plus walking groups that meet twice a week during lunch and an annual walking challenge with cash prizes.

03

Sponsorship of DEI groups such as the Toigo Foundation, Girls Who Invest and 10,000 Black Interns. Member of Out Investors, a global network that aims to make the financial services more welcoming for LGBTQ+ professionals through mentorship programs and a speaker series.

Harbert Management

Headquarters: Birmingham, Ala.
AUM: $8.3 billion as of June 30
Employees: 160
Years won: 2019-2022
Employees say: “Harbert creates an environment that brings people together. They are open to suggestions for improvement and advancing our methods.”

Employees Say:

Harbert creates an environment that brings people together. They are open to suggestions for improvement and advancing our methods.

They make work fun by having socials every month and random treats, just because. They also offer the opportunity to work from home two days a week, which makes it much more flexible.

This family friendly organization understands that you have a life outside of your job and they understand when you need to be out because of family issues. The top executives are friendly, and you will see them walking around talking to employees. This is a great organization to work for.

3 Cool Things:

01

Hosts a monthly women’s forum with presentations and speakers on topics that promote professional development, coaching and networking.

02

Allows a budget for each team to “take a break from work” and spend time together for team-building purposes through activities like ax throwing, skeet shooting and baseball games. Holds a holiday decorating contest.

03

Offers monthly employee socials and quarterly lunches for employees to have food and time to socialize, and they are entered to win a $100 Visa gift card. Has a break room with healthy snacks.

Harrison Street

Headquarters: Chicago
AUM: $50 billion as of June 30
Employees: 191
Years won: 2014-2020, 2022
Employees say: “Continuously striving for new innovative investments in the real estate industry; offers many fun events for employees; employees are friendly across the firm, making it easy for different teams to work together.”

Employees Say:

Continuously striving for new innovative investments in the real estate industry; offers many fun events for employees; employees are friendly across the firm, making it easy for different teams to work together.

The comp packages are great — that is the baseline for showing employees that they are valued. I’ve been able to collaborate with both executives and with new hires out of college and feel like we are all working together as one team with a shared goal rather than getting stuck in rigid hierarchies.

So proud to work at this amazing company. I cannot speak highly enough about all of their ESG and DEI programs, which are some of the best in the industry.

3 Cool Things:

01

Fosters firmwide networking via its Cafe Connections program in which employees are randomly paired with others outside of their core departments for monthly coffee and lunch dates.

02

Provides a robust array of personal and professional development opportunities through Harrison Street University and the Harrison Street Impact Academy. Training topics include enhancing performance, productivity, communications, team building, problem-solving and personal well-being.

03

Holds an employee appreciation week that includes chair massages, espresso bars, ice cream bars and pingpong tournaments.

Heitman

Headquarters: Chicago
AUM: $53.3 billion as of June 30
Employees: 296
Years won: 2013, 2021-2022
Employees say: “Accommodations for comfort are made, including a full complimentary snack and soft beverage bar. The office is in a nice location. The CEO makes an effort to connect and be accessible to employees. There are numerous team building opportunities.”

Employees Say:

Accommodations for comfort are made, including a full complimentary snack and soft beverage bar. The office is in a nice location. The CEO makes an effort to connect and be accessible to employees. There are numerous team building opportunities.

Heitman has created an environment where the people are put first, and it shows in every aspect of the office environment and communications from senior leadership. I feel empowered to voice my opinions and make decisions.

Heitman makes a point to show how much they care about their employees and their overall well-being, via sick days, recharge days, maternal/paternal days, etc.

3 Cool Things:

01

Offers unconscious bias training, which also includes a focus on age and generational differences in the workplace and works one-on-one with employees regarding retirement options. Those options include “phase out’’ transitions in which employees can convert to part-time arrangements.

02

Recognizes service milestones by providing up to four weeks of paid time away from work commitments to rejuvenate and pursue other interests.

03

Hosts a variety of employee events, including workday luncheons in recognition of various holidays throughout the year, annual summer/holiday outings, wellness weeks, 5K challenge participation and employee resource group-led events celebrating diversity.

Income Research & Management

Headquarters: Boston
AUM: Not available
Employees: 194
Years won: 2016-2022
Employees say: “Fostering a collegial, respectful culture that allows each employee to find their genius has been a key tenet of IR&M’s creed that hasn’t changed in the decade plus that I’ve worked here.”

Employees Say:

“Fostering a collegial, respectful culture that allows each employee to find their genius has been a key tenet of IR&M’s creed that hasn’t changed in the decade plus that I’ve worked here.”

I have worked at numerous buy-side and sell-side firms within the field of finance, and IR&M stands out for its unique culture that fosters collaboration, discussion and learning. Every Friday morning, IR&M hosts a ‘soup’ or brown-bag discussion where team members can present on any topic.

IR&M supports activities such as networking circles, affinity groups, bonding activities (sponsoring outings like group bike rides, walks, wine tastings and cooking classes, book clubs, attending sports events, etc.), volunteering opportunities and cultural learning.

3 Cool Things:

01

Offers a 15% profit-sharing contribution made up of a 3% safe-harbor contribution and a 12% discretionary contribution to eligible employees’ 401(k) accounts, independent of employee contributions.

02

Provides spot awards, with managers able to expense a gift card or a special treat to direct reports who have shown exceptional achievement.

03

Runs the IR&M Gives Back Week with in-person and remote opportunities to participate, matches charitable donations and grants employees two days a year to volunteer.

Intercontinental Real Estate

Headquarters: Boston
AUM: $15.4 billion as of June 30
Employees: 118
Years won: 2016-2022
Popular perks: Launched a Women In Network group that provides a community for women within the firm.
Employees say: “Intercontinental is a progressive and forward-thinking company. The culture of the company is that of a family, and the principals do their best to continue to create ways to allow a good work-life balance.”

Employees Say:

Intercontinental is a progressive and forward-thinking company. The culture of the company is that of a family, and the principals do their best to continue to create ways to allow a good work-life balance.

It could be because we are a smaller company, but it doesn’t feel like there is a hierarchy where I would be afraid to speak to a manager or a C-level associate. We are all just co-workers and we respect one another regardless of how high up in the company they are.

There are a ton of office perks, which shows that upper management really cares about their employees and office morale.

3 Cool Things:

01

Promotes health with an on-site company gym and free wellness and athletic training classes.

02

Holds annual company outings and retreats, in addition to an annual company Red Sox baseball game outing.

03

Offers summer hours to all employees with alternating half days and full days off on Fridays. And throughout the year, employees partake in a casual dress code on Fridays.

LaSalle Investment Management

Headquarters: Chicago
AUM: $82 billion as of June 30
Employees: 352
Years won: 2013, 2016-2022
Employees say: “I feel valued through my pay and benefits. The company does a good job with a fair amount of PTO and corporate-sponsored events. There is also a culture in place that instills good values.”

Employees Say:

I feel valued through my pay and benefits. The company does a good job with a fair amount of PTO and corporate-sponsored events. There is also a culture in place that instills good values.

The firm communicates transparently with employees and helps us understand how the business is doing. The culture is very collaborative and supportive.

There is genuine strategy and effort around building institutional processes that work well. While the firm is deal-focused (as a real estate firm should be), there is an acknowledgment that the institution itself needs to be strong, stable and agile in order to best execute those deals. Knowing that the organization believes in enhancing the institution, not just the next deal improves the experience of working here.

3 Cool Things:

01

Offers employees and family members four free months of Better Help, an online counseling service, to destigmatize mental health needs and provide better support, a new offering. Holds fitness challenges for employees with individual and team prizes, and discounted benefits for individuals who take a non-smoking pledge.

02

Holds monthly in-office happy hours, summer outings, trivia, work lunches, baseball outings and employee celebrations. Provides Scrabble, shuffleboard and free snacks.

03

Furthers education of minority students through the LaSalle Real Estate School for Black and Latinx Minorities, established in 2020 to further the education of minority students while exposing them to the real estate industry. So far, $100,000 in tuition has been distributed to students who otherwise may not have considered real estate as a career.

Legal & General Investment Management America

Headquarters: Chicago
AUM: $223.8 billion as of June 30
Employees: 260
Years won: 2018-2022
Employees say: “Despite its growth, LGIMA still operates and feels like a startup. The culture is great and inclusive of all people. Senior management is approachable.”

Employees Say:

Despite its growth, LGIMA still operates and feels like a startup. The culture is great and inclusive of all people. Senior management is approachable.

Great benefits, culture and environment, especially when we are in the office. Appreciate the hybrid work schedule and social activities to bring us all together.

The leave policy is very generous. The office is modern and well kept. There are many ERGs with interesting and relevant programming. The firm promotes an entrepreneurial and collaborative culture.

3 Cool Things:

01

Matches employee contributions to 401(k) up to 6%, subject to IRS limits.

02

Provides wellness reimbursement of up to $500. Also provides mental health app Unmind.

03

Gives employees a day off during their birthday month at a date of their choosing.

Mesirow

Headquarters: Chicago
AUS: $215.7 billion as of June 30
Employees: 490
Years won: 2013, 2015, 2020-2022
Employees say: “Fun projects, managers that do not micro-manage while providing alternative ways to address problems, fair pay, hybrid work schedules, enjoyable peers, being trusted to make decisions.”

Employees Say:

Fun projects, managers that do not micro-manage while providing alternative ways to address problems, fair pay, hybrid work schedules, enjoyable peers, being trusted to make decisions.

I don’t know how they managed to find the kindest and most hardworking people. They are very inclusive and it feels like family.

Innovative, entrepreneurial culture; laid back management when it comes to day-to-day responsibilities; feels like an open-door policy with management.

3 Cool Things:

01

Offers a student loan repayment program, designed to assist employees with their own debt, offering eligible employees $100/$125/$150 per month based on years of service toward the repayment of student loans.

02

Offers health and wellness events such as free massages and cycling classes as well as partnering with clinical psychologists from Loyola Medical to offer webinars on mental health and wellness.

03

Gives employees the opportunity to determine their own appropriate work attire for any given business day based on their schedule.

NISA Investment Advisors

Headquarters: St. Louis
AUM: $444.4 billion as of June 30
Employees: 356
Years won: 2019, 2021-2022
Employees say: “Good salary and perks of paid-for covered parking, free food, company subsidy of health insurance is great, health and fitness $250 reimbursement and a fitness center on-site. All those perks matter in being able to keep a good work-home balance.”

Employees Say:

Good salary and perks of paid-for covered parking, free food, company subsidy of health insurance is great, health and fitness $250 reimbursement and a fitness center on-site. All those perks matter in being able to keep a good work-home balance.

NISA does everything it can to ensure the total employee experience is positive. The firm offers more than competitive benefits, compensation, office amenities, technology, events, and work that is meaningful/challenging to the right degree.

Nice centrally located office, on-site cafeteria that is fully paid for by the employer, gym on-site with a trainer on staff, shower facilities, relaxed dress code; you can pursue additional education, courses, go to conferences related to your work, pay is great! I’ve worked for the founder for 34 years.

3 Cool Things:

01

Provides an annual $250 health and wellness reimbursement for fitness expenses, stress relief such as massages and smoking-cessation programs, etc. Offers on-site fitness facility with towels, locker rooms and personal trainer.

02

Pays 100% of medical, dental and vision premiums for employees.

03

Offers free nutritional meals at the on-site cafe, including breakfast, lunch and snacks.

PanAgora Asset Management

Headquarters: Boston
AUM: $33.6 billion as of June 30
Employees: 124
Years won: 2018-2022
Employees say: “My organization prioritizes the well-being of their employees. I have a great work life balance and I am able to take time off to recharge when needed. I trust my team to continue without me and feel that they trust me as well.”

Employees Say:

My organization prioritizes the well-being of their employees. I have a great work life balance and I am able to take time off to recharge when needed. I trust my team to continue without me and feel that they trust me as well.

Panagora is a company where you can grow and be successful in your career for the long term. A path is clearly laid out and if you work hard and accomplish your goals there’s no limit to your success.

The company provides excellent working space and has great IT help, which you would not find at other companies. It is nice that you can sometimes feel like you can talk to anyone who is a higher up at the organization.

3 Cool Things:

01

Launched a Women In Network group, which provides a community for women within the firm, with the goal of fostering collaboration and growth for its members, both professionally and personally.

02

Sponsors elder-care assistance for employees with older family members, such as transportation to medical appointments, meal delivery, securing of proper care or facilities and counseling support for caregiver stress. Also backup child or elder care if an employee’s regular caregiver is suddenly not available.

03

Encourages team participation outside of work on a company softball team, participation in local road races, community service initiatives, bowling league and holiday celebrations. Offers activities to relieve stress and have fun by hosting weekly Kahoot! games as well as an ugly sweater contest.

PCCP

Headquarters: Los Angeles
AUM: $20.1 billion as of June 30
Employees: 144
Years won: 2021-2022
Employees say: “Cares about its employees as individuals. Great company trips. Good bonus program. Partners are accessible to everyone. The way they handled the business and the employees during the pandemic was fantastic.”

Employees Say:

Cares about its employees as individuals. Great company trips. Good bonus program. Partners are accessible to everyone. The way they handled the business and the employees during the pandemic was fantastic.

Founding partners are fantastic. Very compassionate and fair-minded people

The firm leaders encourage camaraderie, teamwork, friendship and collaboration that helps make it feel like a safe place. Also, the strides that the company has made in the last few years with diversity and inclusion, bias training, management training, and overall being progressive and forward-looking is so great. Not a lot of firms have that insight or foresight and I hope PCCP keeps it up.

3 Cool Things:

01

Provides ongoing management/leadership training and individual leadership coaching through an external consultant. Provides tuition assistance on a case-by-case basis.

02

Holds summer parties with karaoke, Halloween bowling with costumes, holiday bake-offs and St. Patrick’s Day beer or wine tasting. Has on-site game tables for shuffleboard, foosball, etc.

03

Offers flexible work hours for start and end times and ability to work from home.

PineBridge Investments

Headquarters: New York
AUM: $141.1 billion as of June 30
Employees: 262
Years won: 2020-2022
Employees say: “Open concept office where the CFO, middle management and even first-year analysts sit next to each other. No one person is treated to be more important than any other.”

Employees Say:

Open concept office where the CFO, middle management and even first-year analysts sit next to each other. No one person is treated to be more important than any other.

PineBridge is a good place for people who enjoy dynamic roles and taking on new challenges. The culture rewards growth-oriented people, problem-solving skills and collaborative autonomy.

The esprit de corps is felt across the organization. Although our colleagues span offices in 15 countries, there is a deep sense of connection and partnership.

3 Cool Things:

01

PineBridge’s four employee resource groups — Black Employee Network, LGBTQ+ and Allies Network, Women’s Network, and GenBridge Network, for young professionals — regularly host social events and team-building activities to promote camaraderie and understanding. Most recently, held a happy hour “meet and greet” in New York attended by more than 50 employees.

02

Recognizes Mental Health Awareness Month every May, holding a stress-reduction workshop in partnership with 1MinMeditation, a meditation services provider, to focus on breathing and relaxation. In response to the pandemic, offered a digital tele-mental health-care service that provides access to management and treatment of stress, anxiety, depression, etc. Employees also have access to virtual wellness classes such as virtual yoga, meditation and fitness.

03

Looks for new ways to have a positive impact on the environment. The New York office is now the proud home of a beehive containing up to 50,000 honeybees.

PPM America

Headquarters: Chicago
AUM: $72.7 billion as of June 30
Employees: 219
Years won: 2018-2019, 2022
Employees say: “I feel valued as an employee and can easily see the contributions of my work as well as my team’s work in client pitches, presentations and marketing materials we release. We have a great location right on the Chicago River, good benefits, and overall a great working environment. I also love the hybrid model.”

Employees Say:

I feel valued as an employee and can easily see the contributions of my work as well as my team’s work in client pitches, presentations and marketing materials we release. We have a great location right on the Chicago River, good benefits, and overall a great working environment. I also love the hybrid model.

PPM America provides generous health benefits, great retirement benefits, competitive salary/bonus, and a healthy work-life balance.

There are certain benefits like tuition reimbursement and generally higher pay that incentivize people. On top of that the organization is very focused on improvement and efficiency, and assists us in any way possible to help achieve these goals.

3 Cool Things:

01

Matches dollar for dollar up to 6% in 401(k) plan plus profit-sharing.

02

Offers opportunities for professional development and to support employee retention, including tuition reimbursement for advanced degrees and professional designations, and participation at industry conferences.

03

Aims to promote from within by supporting employees who wish to apply for open positions, valuing employees who can provide solid institutional knowledge and promote organizational continuity.

Pzena Investment Management

Headquarters: New York
AUM: $45 billion as of June 30
Employees: 147
Years won: 2021-2022
Employees say: “Everyone in the organization is approachable and willing to help finish a project. They are happy to take the time to explain information if you don’t understand.”

Employees Say:

Everyone in the organization is approachable and willing to help finish a project. They are happy to take the time to explain information if you don’t understand.

Out of all the places I’ve worked, Pzena has the best culture and community. People genuinely like and support each other, which contributes to the collective success of the company — it’s the definition of win together.

The firm is very serious about their culture. Everyone is friendly and respect across different levels and departments is valued. Expectations are high for performance, but the support is amply provided to meet those expectations.

3 Cool Things:

01

Held a Pzena firm relay race in Central Park over the summer for bragging rights for the winning team, followed by a happy hour. Holds Pizza Thursdays, the Great Pzena Bake-Off, Poker Night, book club.

02

Provides a profit-sharing plan, so employees receive contributions each pay period regardless of whether they contribute to their 401(k). Contributions are tiered and range from 3% to 9% of pay.

03

Sends employees a gift for the birth of a child or marriage, hosts children in the office as an informal tradition on the Friday following Thanksgiving.

Resolute Investment Managers

Headquarters: Irving, Texas
AUM: $81.2 billion as of June 30
Employees: 112
Years won: 2019-2022
Employees say: “Employee feedback is actively solicited and considered, typically with follow-up to inform employees of results and responsive actions.”

Employees Say:

Employee feedback is actively solicited and considered, typically with follow-up to inform employees of results and responsive actions.

Excellent leadership by the president and CEO, transparency about how the company is doing, focus on DEI, tenure of many of the employees, family type atmosphere, the number of women in leadership roles, excellent culture.

Transparent leadership from the top down. Very thoughtful approach in handling the challenges of COVID/WFH/hybrid plans throughout the past 2.5-plus years. The company’s phased approach going forward has been very well-received.

3 Cool Things:

01

Adopted a hybrid return-to-office plan in 2022, designating Wednesdays as all-in days.

02

Works to improve diversity and inclusion through training and seminars. Celebrates cultural holidays; DE&I Council sent emails during Black History Month and Women’s History Month.

03

Employee recognition efforts include an annual Top Gun sales award as well as quarterly You’re Great award. Recognizes employee birthdays, with a card and an American Express check mailed to their homes every year.

Schroder Investment Management North America

Headquarters: New York
AUM: $97.8 billion as of June 30
Employees: 336
Years won: 2018-2022
Employees say: “It is run more like a small boutique rather than a large bank, which is a plus for me. There’s a lot of trust between my manager and me, which is a positive aspect of working at Schroders.”

Employees Say:

It is run more like a small boutique rather than a large bank, which is a plus for me. There’s a lot of trust between my manager and me, which is a positive aspect of working at Schroders.

Offer a flexible-work schedule, programs to help with mental and physical health, fostering a collaborative culture and hosting employee networking events.

The culture is humanistic. Schroders never loses sight of the fact that we are human beings and are treated as such.

3 Cool Things:

01

Provides in-office wellness event such as puppy parties, chair massages, mediation, yoga, flu shots and health fairs.

02

Contributes roughly 15% of an employee’s annual compensation to 401(k), capped at IRS limits. Employees may also be eligible to receive a profit-sharing contribution provided they are employed at the time of payment.

03

Offers access to a Headspace membership, an app focusing on mindfulness and meditation and online content.

Segall Bryant & Hamill

Headquarters: Chicago
AUM: $21.6 billion as of June 30
Employees: 124
Years won: 2021-2022
Employees say: “As a younger employee, I felt very welcome and respected by my older peers almost immediately. This speaks to the culture of the organization — very accepting and a place where there are no dumb questions.”

Employees Say:

As a younger employee, I felt very welcome and respected by my older peers almost immediately. This speaks to the culture of the organization — very accepting and a place where there are no dumb questions.

I have worked here 16 years and I continue to be impressed with how the firm has evolved. Goals are met and surpassed.

Senior leadership cares about all of the employees and really shined during the pandemic. Employees are allowed to be entrepreneurial and have a lot of autonomy in how they approach problem-solving. Our industry can be very stressful, but at SBH I rarely feel the stresses I did at other firms.

3 Cool Things:

01

Supports work-life balance including unlimited PTO, flexible schedules/hours and a hybrid work environment.

02

Provides opportunities for employees to discuss social issues and offers mental health first-aid training.

03

Thanks employee efforts with birthday breakfasts, service anniversaries and gift cards. Holds diversity and inclusion celebrations, contests with reward incentives and guest speakers.

SLC Management

Headquarters: Wellesley Hills, Mass.
AUM: $260 billion as of June 30
Employees: 205
Years won: 2021-2022
Employees say: “Our organization is a collaborative and inclusive environment where everyone’s voice is welcomed and heard. We are on a path of growth with a clear direction and purpose that includes all teams working together for the client’s success.”

Employees Say:

Our organization is a collaborative and inclusive environment where everyone’s voice is welcomed and heard. We are on a path of growth with a clear direction and purpose that includes all teams working together for the client’s success.

We are included in the team/organization’s vision. Senior management is responsive, inclusive, and respectful of all employees.

There is a real focus on culture and maintaining an entrepreneurial spirit. You really feel like you can contribute to the firm’s growth and success.

3 Cool Things:

01

Promotes meeting-free and half-day Fridays, flexible work schedules and accommodations for individual needs.

02

Offers 16 weeks of paid family leave for caregiving and bonding with a new child, and 24 weeks of paid family leave for a birth parent (which includes eight weeks of paid medical leave for childbirth recovery and 16 weeks of paid family leave for bonding). Also offers 26-plus weeks of paid medical leave for an illness or injury. In 2022, added a medical travel and lodging reimbursement benefit for covered employees and dependents to support obtaining treatments or procedures not available within 100 miles of employee’s home.

03

Supports fun and wellness via catered networking lunches, free snacks, an online mindfulness program, participation in off-site events, contests and challenges, such as step challenges, for employees and their families.

Stockbridge Capital Group

Headquarters: San Francisco
AUM: $32.8 billion as of June 30
Employees: 148
Years won: 2020, 2022
Employees say: “Stockbridge allows opportunity for growth and is able to identify strengths to enhance overall work happiness. I’m not bored with the job, and continue to learn.”

Employees Say:

Stockbridge allows opportunity for growth and is able to identify strengths to enhance overall work happiness. I’m not bored with the job, and continue to learn.

The entrepreneurial spirit encourages creativity, brainstorming and flexibility. We are able to recruit sharp, driven professionals to join our teams. The pace is fast but not unmanageable.

The partners have done a great job of creating a culture where almost everyone is enjoyable to be around and there are very few personalities that are difficult to work with. I think that is unique to this organization as we are now over 100 people across the country.

3 Cool Things:

01

Offers a Food for Thought series quarterly on different business areas, and encourages employees to regularly seek out opportunities for training, including seminars, conferences and classes.

02

Caters lunch twice a week, with some themed office lunches and quarterly team events such as happy hours and employee events. Offers corporate award points for free flights.

03

Gives three additional wellness days to existing paid holidays, new as of 2021, in addition to its newly launched Wellbeing Bundle, which includes access to 12 apps or programs for physical, emotional and financial health benefits ranging from physical therapy, additional life insurance, pet insurance and mental health therapy.

The Mather Group

Headquarters: Chicago
AUM: $7.5 billion as of June 30
Employees: 147
Years won: 2021-2022
Employees say: “I have not met one employee who is not kind or helpful. This says a lot about hiring managers’ understanding the personality of a candidate and their fit within a specific department and the organization.”

Employees Say:

I have not met one employee who is not kind or helpful. This says a lot about hiring managers’ understanding the personality of a candidate and their fit within a specific department and the organization.

Most people in the company are very welcoming and accepting of others so there is a great built-in team. There is a great energy about going through the growth we’ve experienced, it feels a bit like a startup and there is so much each one of us can contribute to these growing years.

Promotes great responsibility from a young age and puts a lot of trust in us at a younger age than most in our industry because they’ve trained us really well to the point where they can feel comfortable letting us take the lead.

3 Cool Things:

01

Annually celebrates the firm’s anniversary by flying employees to Chicago, which includes a nice meal for all to enjoy and a planned, fun event.

02

Celebrates birthdays each month by ordering a catered lunch.

03

In addition to standard holidays, designates five days each year for company holidays — a practice that extends holiday breaks and offers more three-day weekends.

Westwood Holdings Group

Headquarters: Dallas
AUM: $12.1 billion as of June 30
Employees: 129
Years won: 2014-2020, 2022
Employees say: “Management is very fair and open to new ideas from employees. There is a good mix of entrepreneurial opportunities as well as recurring roles, and employees are not deterred if they come up with something new.”

Employees Say:

Management is very fair and open to new ideas from employees. There is a good mix of entrepreneurial opportunities as well as recurring roles, and employees are not deterred if they come up with something new.

Employees are encouraged to act like owners and are rewarded (and held accountable) accordingly. It is a much better experience than the large financial firms I have worked for previously.

Westwood provides wide open career paths. If you’re good at something, they encourage growth in that area and give you opportunities to continue growth.

3 Cool Things:

01

Encourages affinity groups that focus on women and DEI to empower employees to know their worth and educate themselves on how to champion their space in the office. One example: Women of Westwood, a new group as of summer 2022.

02

Holds stress management lunch-and-learns on healthy living and coping with stress. Plus, once a year, Westwood has massage therapists come in to give employees a 15-minute chair massage to destress and unwind, and hosts on-site celebrations such as wedding showers and baby showers for employees.

03

Offers annual bonuses to employees, which include cash bonuses, deferred cash awards and restricted stock awards across the firm, which is currently 22% employee- and director-owned.

William Blair Investment Management

Headquarters: Chicago
AUM: $56.2 billion as of June 30
Employees: 330
Years won: 2012-2013, 2015-2022
Employees say: “Everyone, by and large, is happy. Not fake happy or putting on an act either, genuinely happy. I know that doesn’t sound particularly profound, but it is. I’ve learned through personal experience and the feedback of others that this is not the norm.”

Employees Say:

Everyone, by and large, is happy. Not fake happy or putting on an act either, genuinely happy. I know that doesn’t sound particularly profound, but it is. I’ve learned through personal experience and the feedback of others that this is not the norm.

There is an honest feeling that we are working for our clients and their financial security. Senior management give clear messaging, and they are truthful in their efforts toward any initiatives they undertake.

William Blair has a long history of civic responsibility. It is clear that my colleagues care and want to make a difference in the community. That makes me very proud to work at William Blair. I take advantage of the board matching program to serve on the board of a charity helping several Chicago public schools. Volunteer efforts are highly encouraged.

3 Cool Things:

01

Provides educational opportunities for career development, including client spotlights, where clients come in to discuss their businesses. Hosts “Courageous Conversations,” a quarterly program of inspirational workshops and gives free access to an online tool called MyPath for learning experiences.

02

Offers meeting-free Fridays, a four-week work-from-home anywhere policy and educational assistance with reimbursement for classes, certifications, degrees and an online learning program.

03

Supports charitable work, with a paid day off to volunteer, charitable matching and community partner programs

50-99 Employees

01

Dana Investment Advisors

Headquarters: Waukesha, Wis.
AUM: $6.98 billion as of June 30
Employees: 54
Years won: 2012-2022
Employees say: “The success of the firm was not built by just a few individuals. Dana exemplifies that the sum of the whole is greater than the sum of the parts. Everyone’s thoughts, ideas and feedback are listened to and valued.”

Employees Say:

The success of the firm was not built by just a few individuals. Dana exemplifies that the sum of the whole is greater than the sum of the parts. Everyone’s thoughts, ideas and feedback are listened to and valued.

Dana leadership was proactive in forecasting the impact of inflation and automatically bumped base salaries at the beginning of the year well above the normal annual percentages.

The company continues to pay 100% of all medical premiums while also making annual profit-sharing contributions that represent 15% of each employee’s annual pay.

3 Cool Things:

01

Offers employee counseling and accommodations for mental and physical limitations, such as formal work flexibility to attend support groups and counseling sessions.

02

Provides incentives and accommodations for post-retirement-age employees to extend their working careers and work-life balance. Those include flexible and reduced work schedules up to four hours a day and up to two or three days a week, extended vacations up to three weeks at a time, and reduced or restructured responsibilities.

03

Coordinates concierge service for employees, such as dry cleaning, meal catering, child-care arrangements and auto maintenance services.

In Their Own Words:

Dana Investment Advisors is a Best Place to Work because of the strong family culture it’s built and maintained since inception. The company strives to be creative and generous in doing all it can for employees, so employees remain at Dana to do all they can for its clients. The company has consistently added talented professionals and experienced virtually zero turnover. Creating an environment that employees value as the ‘Best’ takes work and Dana’s leadership understands the benefits of it and therefore is keenly focused on maintaining this type of environment and culture.

02

Vulcan Value Partners

Headquarters: Birmingham, Ala.
AUM: $11 billion as of June 30
Employees: 62
Years won: 2017-2022
Employees say: “Leadership listens to its employees’ requests. An example of this is the hybrid work schedule, which has allowed employees the ability to focus in the home office when work is busy and to come into the office to collaborate with co-workers.”

Employees Say:

Leadership listens to its employees’ requests. An example of this is the hybrid work schedule, which has allowed employees the ability to focus in the home office when work is busy and to come into the office to collaborate with co-workers.

Employees are fairly compensated, given tremendous benefits, and largely left alone to do the work that needs to be done. It is incredibly balanced and flexible. If one is sick, traveling or just needing a mental health day, there’s no need to jump through hoops or get any chastising for missing time.

From the beginning at Vulcan, I knew what was expected of me. I love my job now just as much if not more since I started working here in 2013. Benefits are awesome, time off and vacations are great!

3 Cool Things:

01

Encourages employees to accomplish their health goals through an on-site gym and walking trail, $100 monthly fitness costs reimbursements and stress-relief massages. Offers two employee assistance programs providing a wide range of services, including counseling, legal and financial consultation. Those are also available for employees’ dependents.

02

Provides employer-sponsored elder-care assistance for workers with aging family members, such as transportation to medical appointments or meal delivery; securing of proper care and/or assistance facilities; information about financial resources; or counseling support for caregiver stress.

03

Offers paid maternity leave for up to 20 workweeks and paternity leave for up to four workweeks, both over any rolling 12-month period. The company also provides up to $10,000 per year in child-care reimbursement and up to $10,000 a year to a maximum of $30,000 in financial assistance for infertility services.

In Their Own Words:

Vulcan Value Partners is an investment manager focused on public equities based in Birmingham, Ala. Our goal is to provide world-class client service to our client partners. We also serve our employees in the same manner we serve our clients. Vulcan’s culture is grounded in its values and our team strives to live into those values every day. Vulcan believes that people are the greatest asset to the firm and is committed to the professional and personal growth of its employees. The Vulcan team seeks excellence in everything they do. As a result, success for our employees, clients, and communities will follow.

03

Campbell & Company

Headquarters: Baltimore
AUM: $3.6 billion as of June 30
Employees: 60
Years won: 2015-2018, 2022
Employees say: “The culture is client-first while also making sure employees have a comfortable and close-knit work environment. I feel this level of trust and respect is rare in the field of investment management, and I value everything about how the organization is managed.”

Employees Say:

The culture is client-first while also making sure employees have a comfortable and close-knit work environment. I feel this level of trust and respect is rare in the field of investment management, and I value everything about how the organization is managed.

Everyone is friendly. There’s not a ton of red tape so you can actually get stuff done.

This organization works diligently to develop and build career paths for the employees. It provides an excellent work environment, wonderful culture and autonomy for the employees.

3 Cool Things:

01

Partners with local historically Black colleges and universities to encourage students to apply for job positions by reaching out directly to professors at those schools; also targets veterans and their spouses for positions at Campbell by advertising on the U.S. National Labor Exchange, a public-private partnership working with veterans organizations and other groups to help find prospective employees.

02

Matches 100% of employees’ 401(k) contributions up to 9% of total compensation with an additional employer discretionary contribution of 7.25%, consistently paid out each year regardless of the firm’s performance.

03

Provides stress relievers such as pingpong matches in the company cafe and regular happy hours and staff lunches hosted by selected departments; also schedules events such as Trivia Nights, Cinco De Mayo, St. Patrick’s Day, and celebrations of completed projects. Additionally, employees have free access to [email protected], a meditation app for sleep, stress and anxiety issues.

In Their Own Words:

At Campbell, our mission is to provide our investors with world-class investment performance. We accomplish this through a quantitative multistrategy framework, guided by a culture of continuous innovation. We enjoy working together to solve hard problems with real-world applications. Our collaborative culture allows us to obtain better results as a team without losing sight of the need to reward individual contributions. Two-thirds of staff are investment professionals, with 55% having been at Campbell for 10 years or more. We believe the long tenure of our staff is a testament to our culture and the work-life balance we offer to all of our associates.

04

Bailard

Headquarters: Foster City, Calif.
AUM: $5 billion as of June 30
Employees: 70
Years won: 2018-2022
Employees say: “The value I would like to highlight here is compassion. Our leadership team treats us as people first and employees second, which speaks to our compassion as a firm. If I am going through a challenging situation either professionally or personally, my boss and colleagues will be there to help and support me.”

Employees Say:

The value I would like to highlight here is compassion. Our leadership team treats us as people first and employees second, which speaks to our compassion as a firm. If I am going through a challenging situation either professionally or personally, my boss and colleagues will be there to help and support me.

Bailard holds itself accountable. Leadership means what it says and follows up. Colleagues are supportive and collaborative, which means everything to me.

Bailard’s senior management takes trust and transparency very seriously. From open salary to unlimited vacation time, leaders treat us like adults who do not need to be watched over constantly. This trust goes both ways; as a result of leaders trusting me, I trust them deeply to make the right decisions regarding employee well-being.

3 Cool Things:

01

Offers a sabbatical program, where employees are able to take six weeks off once every seven years.

02

Has an open compensation policy in which all employees’ salaries are known, creating open dialogue around compensation that helps to ensure equity and fairness.

03

Provides a preferred provider organization/health savings account option that includes an upfront employer contribution of $2,150 for individuals and $3,500 for families, as well as both taxable and tax-free options for disability insurance. Also, long-term-care insurance coverage is provided at no cost to the employee.

In Their Own Words:

An independent firm since our founding in 1969, Bailard stands committed to our values and, most importantly, our clients. The pursuit of excellence — as a manager, partner and employer — drives everything we do. We believe in accountability, respect, courage, diversity, and in balancing innovation and stability. And those values manifest in our compassionate, high-touch service; our firmwide intellectual curiosity and deep industry expertise; and in our transparency with both clients and colleagues. Empathy is not a hindrance, nor is it incompatible with risk and investing. In fact, we think it provides an edge.

05

Eventide Asset Management

Headquarters: Boston
AUM: $6.09 billion as of June 30
Employees: 77
Years won: 2021-2022
Employees say: “Eventide allows employees to bring their entire selves to work each day, encourages them to add value throughout the organization, and supports personal and professional development.”

Employees Say:

Eventide allows employees to bring their entire selves to work each day, encourages them to add value throughout the organization, and supports personal and professional development.

Eventide is a mission-driven company that believes the best businesses add value to its customers, employees, suppliers, host community, environment, and society. I believe Eventide adds value to each of these stakeholders. Eventide believes business can be a blessing. I believe Eventide is a blessing to me and the others who work there.

Leadership doesn’t speak empty words to the company, they act on what they say. I feel encouraged and supported in my work. My boss advocates for me to take on more responsibility.

3 Cool Things:

01

Provides eight weeks of paid parental leave for the birth of a child along with eight weeks of paid maternity leave, as well as adoption assistance, including reimbursement of agency fees, travel fees, legal assistance and paid time off before or after adoption.

02

Offers unlimited vacation time, with the company also providing fully paid time off for a week in the summer and the week between Christmas and New Year’s Day.

03

Pays 100% of the medical premiums for employees and dependents in two plans, with deductibles ranging from $500 to $2,000 for individuals and $1,000 to $4,000 for families. Also, pays 100% of dental and vision premiums for employees and dependents.

In Their Own Words:

Eventide Asset Management is a Boston-based investment adviser pursuing ‘investing that makes the world rejoice.’ Founded in 2008, Eventide’s vision is to serve individuals, financial advisors, and institutions by providing high-performance investments that create compelling value for the global common good. Eventide’s proprietary Business 360 framework not only drives our investment process, but also forms the foundation for our company culture. If we are serving our employees well, then they in turn will be able to serve our customers well. Practically, care for employees plays out in several ways: fully funding benefits for all employees, unlimited vacation time, and closing the entire office for two weeks a year for rest.

Alaska Permanent Fund

Headquarters: Juneau, Alaska
Assets: $76.3 billion as of June 30
Employees: 51
Years won: 2021-2022
Employees say: “Staff are treated very well. There is flexibility to work from home when needed. They provide all the technology needed to work either at the office or at home efficiently. I feel that my work and position are valued.”

Employees Say:

Staff are treated very well. There is flexibility to work from home when needed. They provide all the technology needed to work either at the office or at home efficiently. I feel that my work and position are valued.

Jobs at APFC are highly sought after and APFC has established itself with an impeccable reputation. People recognize the mission of the corporation and are firmly aligned with the vision statement.

We work collectively toward our mission which is important in supporting the daily lives of Alaskans today, and will continue to provide wealth for Alaskans in the future. Knowing that I play a part in this greater effort encourages me to continue improving and contribute my best.

3 Cool Things:

01

Promotes on-site personal development and/or stress management workshops, seminars or classes.

02

Provides guided meditation for 15 minutes, three times a week as well as a weekly yoga class led by an employee.

03

Offers free or discounted tickets to local family entertainment or sporting events; bimonthly happy hours for connecting out of the office.

Blue Vista Capital Management

Headquarters: Chicago
AUM: $4.5 billion as of June 30
Employees: 70
Years won: 2020-2022
Employees say: “Blue Vista encourages everyone to work hard and play hard. Socializing with your team is encouraged. Learning from your team happens regularly. Work here is not an isolated feeling, it’s a feeling of camaraderie.”

Employees Say:

Blue Vista encourages everyone to work hard and play hard. Socializing with your team is encouraged. Learning from your team happens regularly. Work here is not an isolated feeling, it’s a feeling of camaraderie.

My immediate supervisor includes us in all decision aspects of our work. They honestly communicate what is going on in the organization, they value my opinion and I feel they honestly care about me as a person and employee.

Good communication comes from the top down about the future of the firm and any potential changes that would impact our day-to-day lives. The firm has been upfront and open.

3 Cool Things:

01

Conducts Blue Vista University, an internal program for new employees with courses selected to match their career development plans.

02

Hosts a three-day annual company event at a lake resort in Wisconsin, blending learning, social activity and friendly competition; and an annual ski trip to Aspen, Colo.

03

Provides each employee with up to $2,500 every year to fund external education and professional development, with higher levels of funding possible upon request and review.

Canterbury Consulting

Headquarters: Newport Beach, Calif.
AUA: $28.2 billion as of June 30
Employees: 65
Years won: 2020-2022
Employees say: “Canterbury encourages employees to improve processes and appropriately rewards them for hard work. I am also given a significant amount of autonomy in my role, including making key decisions, which increases my satisfaction and productivity.”

Employees Say:

Canterbury encourages employees to improve processes and appropriately rewards them for hard work. I am also given a significant amount of autonomy in my role, including making key decisions, which increases my satisfaction and productivity.

Great benefits show that the company cares about its employees. Also provides time and events to help employees get to know each other.

The work is redeeming. Seeing our clients happy, especially when they have a specific purpose in the community, makes me feel like what we do matters and we aren’t just crunching numbers for the heck of it.

.

3 Cool Things:

01

Recognizes employees each December who have been at Canterbury for five, 10, 15, 20 and 25 years, giving them a travel voucher of $100 per year of service.

02

Offers health insurance with no co-pays or deductibles for employees and dependents; employees pay $325 a year in premiums with a total annual out-of-pocket limit of $1,000.

03

Schedules Canterbury Day, when all employees go off-campus for an activity and lunch, including trips to Disneyland, horse races and ropes courses. Team-building opportunities also are held throughout the year, with events such as classes in wine tasting, taco- and margarita-making, and healthy eating.

Causeway Capital Management

Headquarters: Los Angeles
AUM: $37.5 billion as of June 30
Employees: 94
Years won: 2019, 2022
Employees say: “There are so many great perks and activities! Some of my favorites are weekly lunches where we all eat together and bond with our co-workers, weekly Pilates classes and chair massages. We also have an annual holiday party and summer party, which helps us to get to know our colleagues and their families.”

Employees Say:

There are so many great perks and activities! Some of my favorites are weekly lunches where we all eat together and bond with our co-workers, weekly Pilates classes and chair massages. We also have an annual holiday party and summer party, which helps us to get to know our colleagues and their families.

Causeway’s leadership places an incredible amount of trust with each employee, and that enables each team member to have a say in their own career trajectory. That is powerful and very different than any other organization I’ve invested my time in over my career to date.

For me, it’s their inclusion of my family in what they do. Not all employers value family. They take into account that we have a family life as well a professional life, and they value both.

3 Cool Things:

01

Hosts happy hours, Top Golf outings, movie nights, spa days, workout classes, volunteer events, and offers tickets to sporting events and concerts for employees and their guests.

02

Introduced infertility and family-planning assistance, reimbursing costs associated with freezing eggs, fertility and adoption/surrogacy up to $10,000. A new family concierge service assists with planning and reserving child care, educational services, one-on-one college coaching, housekeeping and pet care.

03

Pays 100% of medical, dental and vision premiums for employees and their dependents.

Corbin Capital Partners

Headquarters: New York
AUM: $8.3 billion as of June 30
Employees: 57
Years won: 2020-2022
Employees say: “Corbin values work/life balance for all employees. Employees are encouraged to use all of their vacation days (without logging into work) and to work within the normal business hours. Managers are good about making sure employees have a manageable workload.”

Employees Say:

Corbin values work/life balance for all employees. Employees are encouraged to use all of their vacation days (without logging into work) and to work within the normal business hours. Managers are good about making sure employees have a manageable workload.

Incredibly collaborative environment in which people are encouraged and rewarded for thinking creatively. Employee well-being is a priority at the firm as is diversity and inclusion throughout the organization.

The environment is incredibly inclusive. I’ve never worked at a place where people from different teams come together to look out for each other (and have fun!) the way they do at Corbin.

3 Cool Things:

01

Promotes more inclusive recruitment and retention by mandating that at least 40% female candidates and 30% applicants who are BIPOC (Black, indigenous and people of color) be considered at the first stage of the company’s interview process, pairing that rule with a gender- and BIPOC-balanced interview panel at all stages.

02

Pays 100% of medical, dental and vision premiums for employees and their dependents. Provides unlimited sick days, monthly reimbursement for fitness and wellness apps and has added a medical consultant to benefit offerings.

03

Provides ‘Remote Work Weeks’ to the firm’s hybrid work model, making in-person attendance voluntary for the weeks of Independence Day, Thanksgiving, the last week of December and two weeks of summer.

Driehaus Capital Management

Headquarters: Chicago
AUM: $11.2 billion as of June 30
Employees: 83
Years won: 2022
Employees say: “We definitely work hard, but the company recognizes our hard work. The company is also very nimble. There is not any red tape when we need to complete a project, everyone is on the same team to get things completed.”

Employees Say:

We definitely work hard, but the company recognizes our hard work. The company is also very nimble. There is not any red tape when we need to complete a project, everyone is on the same team to get things completed.

They make you feel welcome. There is very much an open-door policy throughout the firm, and constructive suggestions are taken well and acted on.

The benefits are great. With the amount of flexibility given to those who work here. I think allowing employees autonomy is very beneficial.

3 Cool Things:

01

Pays 100% of medical premium for employees and dependents, and provides medical, dental and vision coverage for civil union partners, domestic partners and their dependents.

02

Provides employees with choices of an annual gift or extra paid time off days in recognition of reaching a tenure milestone. There is also an annual party for employees and supervisors.

03

Gives $100 a month to each full-time employee to use toward health and wellness expenses that improve an employee’s well-being. Also offers subsidized gym memberships and bimonthly meditation classes.

FCP

Headquarters: Chevy Chase, Md.
AUM: $2.9 billion as of June 30
Employees: 78
Years won: 2022
Employees say: “Amazing culture and makes everyone feel included. My opinions and ideas are always listened to. We encourage everyone to speak up and share their ideas to foster an inclusive environment.”

Employees Say:

Amazing culture and makes everyone feel included. My opinions and ideas are always listened to. We encourage everyone to speak up and share their ideas to foster an inclusive environment.

A great place to work because of the team atmosphere, the compensation, and benefits. They foster an environment where it is OK to make mistakes if you learn from them. The compensation is far above competitors.

Brings out the best in employees and challenges us to think beyond the basics or day-to-day responsibilities. They also are focused on maintaining a high level of integrity within business practices, especially at the property level.

3 Cool Things:

01

Pairs new hires with a more senior colleague from a different team to offer career guidance and help them transition into their new role through FCP’s mentor program.

02

Arranges a company-sponsored kickball team, open to all employees, which competes in a local community league during the summer. For major sporting events, such as football and March Madness, initiates company brackets to promote fun and friendly competition. A newer team member is selected to report weekly on standings and upcoming matches.

03

Offers lunch-and-learns with its financial benefits provider to discuss 401(k) investment options and answer questions on financial wellness.

Innovest Portfolio Solutions

Headquarters: Denver
AUM: $33 billion as of June 30
Employees: 52
Years won: 2014, 2016-2022
Employees say: “I feel as though the organization’s leaders are aware of and acknowledge the struggles we face. I understand that I work for a company with a culture of honesty, and I respect the company and its leaders immensely for that.”

Employees Say:

I feel as though the organization’s leaders are aware of and acknowledge the struggles we face. I understand that I work for a company with a culture of honesty, and I respect the company and its leaders immensely for that.

I appreciate that Innovest pays for my monthly parking and brings lunch in for everyone bi-weekly. We have a wonderful volunteer committee that seeks out volunteer opportunities to give back to our community.

Innovest challenges me on a daily basis and I live for that. I also love that we are constantly pushing to improve our processes and our deliverables. I appreciate that my workplace is a place where I can share my ideas, values and perspective freely.

3 Cool Things:

01

Provides a monthly employee award of a $100 gift card for service to others and four different annual awards — the $2,500 Founders Award for epitomizing Innovest ethics and values; the $1,500 212 Degree award for going the extra mile to achieve excellence; and two $1,000 awards: Service to Others and Bill Fender Mentorship.

02

Hosts an annual companywide picnic with kickball games, volleyball, egg toss, sack toss and barbecue.

03

Sends weekly “We Love Mondays” emails from Innovest’s CEO, Richard Todd, highlighting individuals and their good work over the past week, and slates Crocktober, when employees contribute to a family-style crock pot meal every Friday in October.

intellicents

Headquarters: Albert Lea, Minn.
AUM: $5.5 billion as of June 30
Employees: 61
Years won: 2020, 2022
Employees say: “It is a fun environment, where employees can be themselves and express themselves. We have fun but also work very hard to take care of our clients. You won’t find a better group of humans anywhere.”

Employees Say:

It is a fun environment, where employees can be themselves and express themselves. We have fun but also work very hard to take care of our clients. You won’t find a better group of humans anywhere.

The company has a stated ‘just cause’ of improving the financial well-being of the American worker that it lives every day. With our growth, it is an exciting place to work.

This organization has an initiative to help the average worker (retirement, health care, money management) succeed through their working careers and throughout retirement. It’s exciting to work for a company that tries to better the lives of every individual it interacts with.

3 Cool Things:

01

Offers an exclusive cash-back program, myCents, that gives employees cash back into their 401(k) plan for everyday purchases. The program includes retailers such as Target, Home Depot, and more than 1,000 retail websites.

02

Closes the office at noon Fridays during summer months.

03

Makes personal financial management, retirement, and group insurance consultants available for every employee.

Los Angeles Capital Management

Headquarters: Los Angeles
AUM: $28.4 billion as of June 30
Employees: 98
Years won: 2014-2022
Employees say: “The firm solicits feedback from employees continuously. They truly do care about the employees and have done many things to make the work environment, fun, fair, and collaborative.”

Employees Say:

The firm solicits feedback from employees continuously. They truly do care about the employees and have done many things to make the work environment, fun, fair, and collaborative.

They strongly support DEI initiatives, and they are always open to hearing everyone’s opinions, thoughts and feedback. You have a voice at LA Capital.

Our company works hard to create a culture where everyone can reach out to anyone for any questions or issues they have and not feel worried about any repercussions. The company also strongly encourages furthering education and certification.

3 Cool Things:

01

Gives employees opportunities for charitable work in the Los Angeles area, such as beach cleanups, volunteering at local elementary schools, and outreach activities with Adopt-A-Family, Habitat for Humanity and Special Olympics.

02

Stocks its kitchen with various snack and drink options for employees; also offers regular social and community building events including bowling, sporting events and employee potlucks.

03

Promotes work-life balance through early office closure on work day preceding a holiday, limited or no overtime and concierge services.

Madison Investments

Headquarters: Madison, Wis.
AUM: $21.3 billion as of June 30
Employees: 91
Years won: 2022
Employees say: “Friendly employees/management, great benefits, stock ownership by employees, great work/home-life balance, flexible scheduling; can work from home if needed.”

Employees Say:

Friendly employees/management, great benefits, stock ownership by employees, great work/home-life balance, flexible scheduling; can work from home if needed.

Open-door policy, from top to bottom. Nobody here is too small or too big, everyone treats everyone with respect no matter their role.

They have reasonable expectations and encourage input from their team so we can accomplish our goals in a more effective, realistic, and efficient way.

3 Cool Things:

01

Hosts parties for employees and spouses in January, June/July and holds quarterly department-led social events.

02

Closes office early prior to holiday weekends and allows the team to wear jeans every Friday.

03

Provides an on-site pingpong table and exercise equipment.

Modera Wealth Management

Headquarters: Westwood, N.J.
AUM: $5.9 billion as of June 30
Employees: 93
Years won: 2012, 2016-2022
Employees say: “This firm is truly a team-oriented environment, and help is always available from someone when it is needed. There is no sense of hierarchy as we all work together toward our common goal of making a difference in our clients’ lives.”

Employees Say:

This firm is truly a team-oriented environment, and help is always available from someone when it is needed. There is no sense of hierarchy as we all work together toward our common goal of making a difference in our clients’ lives.

Modera supports each employee’s career paths and elevates them to get to the next level. Each employee is a team member, and the organization does a great job recruiting new employees that perpetuate our values, while adding diversity to our firm.

We have multiple offices in different states, but we all know each other and are fairly close. We can easily chat or message anyone any questions and they’ll respond or call to help. I also like how flexible the work days are.

3 Cool Things:

01

Selects and organizes local day-of-service events for each of Modera’s offices and sponsors philanthropic endeavors; matches employee charitable donations up to $250 annually.

02

Pays 100% of employee premiums for medical, dental and vision coverage.

03

Schedules team-building activities such as barbecues, lawn games, races and escape rooms; arranges holiday staff festivities such as a gift exchange, bake-off contests and ugly sweater contests.

National Real Estate Advisors

Headquarters: Washington
AUM: $4.41 billion as of June 30
Employees: 60
Years won: 2014, 2016-2022
Employees say: “Strong organizational structure and team staffing that empowers employees to deliver high quality work product and enjoy reasonable work-life balance. The organization does a good job of recognizing individual needs of employees and being flexible.”

Employees Say:

Strong organizational structure and team staffing that empowers employees to deliver high quality work product and enjoy reasonable work-life balance. The organization does a good job of recognizing individual needs of employees and being flexible.

The benefits here are amazing. I am valued and much appreciated when at work. We are encouraged to have fun with what we do, and collaboration and interaction between employees is encouraged and a key to great success. We also have lots of company events and things like an intramural sports team.

The projects we work on are diverse and interesting and management believes in a healthy work-life balance.

3 Cool Things:

01

Pays 100% of medical, prescription, dental and vision premiums for employees and dependents.

02

Holds bimonthly educational staff meetings; offers health and well-being initiatives such as healthy lunch meetings, fresh fruit and snacks available daily and standing desks.

03

Celebrates holidays and early closings prior to regular holidays with annual company summer picnic and formal holiday party. Offers summer Friday schedule.

NexPoint

Headquarters: Dallas
AUM: $14.4 billion as of June 30
Employees: 88
Years won: 2022
Employees say: “The benefits package is really good, pay is competitive, there is a fully stocked kitchen, lunch is paid for, every other Friday there are breakfast tacos or kolaches, and we have fun, in-office celebrations.”

Employees Say:

The company provides an extraordinary opportunity to develop and use creative financial skills and to thoroughly learn several different industries, while always providing a steady flow of interesting projects.

The benefits package is really good, pay is competitive, there is a fully stocked kitchen, lunch is paid for, every other Friday there are breakfast tacos or kolaches, and we have fun, in-office celebrations.

We hire the best and work hard together to achieve remarkable outcomes. The experience gained is amazing.

3 Cool Things:

01

Pays 100% of medical and dental premiums for employees and dependents with no deductibles; and offers telehealth services including urgent care and counseling.

02

Holds an annual employee match challenge to promote charitable giving and to highlight its program, in which the winner gets to allocate $10,000 to a non-profit of his or her choice.

03

Hosts family friendly events off-site and in the office to bring together employees and their families, such as in-office Halloween and holiday parties, trips to the Dallas Zoo and Perot Museum of Nature and Science.

Ninety One

Headquarters: New York
AUM: $164 billion as of June 30
Employees: 50
Years won: 2020-2022
Employees say: “Ninety One has top-level colleagues, a spirit of cooperation and lots of ‘freedom to create’ among employees. The firm asks for excellence, while not losing a sense of humanity. Employees trust and like one another.”

Employees Say:

Ninety One has top-level colleagues, a spirit of cooperation and lots of ‘freedom to create’ among employees. The firm asks for excellence, while not losing a sense of humanity. Employees trust and like one another.

Strong sense of social justice, doing ‘what is right’ and focusing on innovative ways to help our clients.

Ninety One’s biggest attraction is its flat structure which enables employees to advance based on merit and results in employees feeling more like partners. This empowers employees to be proactive and take risks.

3 Cool Things:

01

Schedules quarterly off-site employee team meetings for internal relationship-building, strategic planning and some fun. This year, meetings were held in the Poconos, Miami, and Cape Town, South Africa.

02

Promotes a more sustainable future by implementing green practices firmwide, such as recycling, bans on plastic and using only reusable silverware, to reducing carbon footprint.

03

Provides mental health support through virtual meditation sessions, access to an in-house psychologist, employee support phone lines, flexibility on workdays and time off, access to Mindful Meditation app and an employee assistance program.

Palladium Equity Partners

Headquarters: New York
AUM: $3 billion as of June 30
Employees: 61
Years won: 2020-2022
Employees say: “Diversity is at the forefront at Palladium, a family environment with support to leaders and employees on their development.”

Employees Say:

Diversity is at the forefront at Palladium, a family environment with support to leaders and employees on their development.

I have never worked at a company that spends as much time as Palladium does worrying about the satisfaction level of their employees. It is impressive. Employees are held to a very high standards but are given every possible tool to succeed and thrive.

Flexible schedule allowing some remote work, lunch and commuting benefits. There’s opportunity for all levels to have exposure to senior management.

3 Cool Things:

01

Schedules team bonding activities and trips, such as strategic planning off-site trips to Naples, Fla., and a summer party in Connecticut.

02

Offers a companywide path-to-promotion program, which recognizes employees’ growth and prepares them for long-term career development. Launching a mentoring program in 2022 in support of retaining and developing its multicultural team.

03

Pays 100% of medical, dental and vision premiums for employees and dependents.

Parnassus Investments

Headquarters: San Francisco
AUM: $42.7 billion as of June 30
Employees: 62
Years won: 2017-2022
Employees say: “The firm is small enough that everyone knows each other and is collaborative in its culture. The benefits package is generous and the work is meaningful. The firm lives its values and holds itself to the same, or higher standards, than the companies we invest in.”

Employees Say:

The firm is small enough that everyone knows each other and is collaborative in its culture. The benefits package is generous and the work is meaningful. The firm lives its values and holds itself to the same, or higher standards, than the companies we invest in.

Our mission of ESG investing creates no conflict, is raising assets/generating revenue and doing good in the world. That’s pretty sweet.

Management really cares for their employees. When they contracted out a whole department, they didn’t lay anyone off. They absorbed them into other departments.

3 Cool Things:

01

Pays 100% of premiums for medical, dental and vision for employees and dependents. Provides a commuting subsidy.

02

Matches charitable contributions on a 2-to-1 basis and provides paid time off to volunteer.

03

Limits meetings and staff-only events to work hours and keeps overtime to a minimum.

Penserra

Headquarters: Orinda, Calif.
AUM: $5.1 billion as of June 30
Employees: 61
Years won: 2017-2018, 2020-2022
Employees say: “Compensation is competitive, company culture is welcoming, communication and transparency are solid. The recent addition of daily lunch is a big boost to productivity. Diversity is a focus — not just ethnic and gender diversity, but diversity of thought, experience, background and beliefs.”

Employees Say:

Compensation is competitive, company culture is welcoming, communication and transparency are solid. The recent addition of daily lunch is a big boost to productivity. Diversity is a focus — not just ethnic and gender diversity, but diversity of thought, experience, background and beliefs.

As a minority-owned business enterprise, the firm is committed to an open and inclusive culture. They support their employees in their goals and provide all the tools necessary to grow within the organization.

Penserra offers a very welcoming environment. The people here truly care about you as a person and will open-heartedly hear you out if something is wrong and help in any way possible. The managers understand life is a roller coaster and accommodate to pressing and unforeseen life events without asking questions.

3 Cool Things:

01

Holds events for employees such as happy hours, sporting events and volunteering opportunities.

02

Offers monthly employee award for outstanding performance as well as a mindset award for the employee that best represents the tenets of the company.

03

Posts job openings on boards for diverse organizations such as Latinos in Finance and other groups including Association of Latino Professionals for America, Toigo Foundation and the Association of Asian American Investment Managers.

Star Mountain Capital

Headquarters: New York
AUM: $3 billion as of June 30
Employees: 58
Years won: 2019-2022
Employees say: “As a growing organization, there are multiple opportunities for advancement. Further, there is a concerted effort placed on career development.”

Employees Say:

As a growing organization, there are multiple opportunities for advancement. Further, there is a concerted effort placed on career development.

From providing as much flexibility as needed regarding remote work to offering every full-time person the opportunity to share in the carried interest of the funds, Star Mountain is a transparent and forward-thinking organization.

Strong emphasis on team development and personal/professional mentorship give me confidence that my role here is a career, not just a job.

3 Cool Things:

01

Offers leaves of absence with partial wage replacement benefits to care for a family member with a serious health condition, to bond with a new child or to assist with obligations that arise when a spouse, domestic partner, child or parent is called into active military service.

02

Provides 11 medical plan options, with the company paying 100% of premium for employees, and multiple dental and vision options. Other benefits available include pet insurance, auto and home insurance, legal insurance and gym membership reimbursement.

03

Encourages junior team members to work on assignments across teams based on personal interests, such as someone on the information technology team working on a deal underwriting project.

Strategic Retirement Partners

Headquarters: Shorewood, Ill.
AUM: $14.35 billion as of June 30
Employees: 95
Years won: 2019-2022
Employees say: “Every person is a valuable member of the team, top to bottom. Although there is an organizational hierarchy, it does not feel as though anyone is ‘above’ or ‘below’ another.”

Employees Say:

Every person is a valuable member of the team, top to bottom. Although there is an organizational hierarchy, it does not feel as though anyone is ‘above’ or ‘below’ another.

Our office offers scheduling flexibility and I really appreciate that. Working remote from home several days a week is also a huge benefit and something that I would always want in an organization moving forward.

The people enjoy one another as friends and colleagues. They encourage growth. They encourage collaboration. Providing feedback to create open dialogue that includes growth and new ideas is welcomed.

3 Cool Things:

01

Operates in a remote environment so staff can work from home. Also, multiple internal advisory groups are formed throughout the firm, giving team members the opportunity to communicate thoughts and ideas in an open environment.

02

Matches 100% of employee contributions to its 401(k) plan, up to 6% of pay.

03

Pays between 75% and 99% of medical, dental and vision insurance premiums for employees and between 50% and 74% of premiums for dependents. Offers two different high-deductible health savings account plans, matching up to $500 for an individual HSA plan and $1,000 for a family HSA plan.

Wasatch Global Investors

Headquarters: Salt Lake City
AUM: $25 billion as of June 30
Employees: 89
Years won: 2022
Employees say: “Excellent compensation, great benefits — fully paid health insurance, generous vacation policy — supportive culture focused on teamwork, an environment in which top management talks to everyone and does not operate in towers.”

Employees Say:

Excellent compensation, great benefits — fully paid health insurance, generous vacation policy — supportive culture focused on teamwork, an environment in which top management talks to everyone and does not operate in towers.

Being here is like being part of a family. It feels like a flat company in that communication is open between everyone. Whether it is work, lunch or a game of pingpong, I can talk or hang out with anyone openly. Everyone here gets along very well.

I have autonomy, flexibility and feel safe to try things even if they might not work. There are obviously incredible perks like snacks, fully stocked fridges, daily lunch provided as well as a pingpong room, Pilates, yoga room and they’re in the process of building a gym.

3 Cool Things:

01

Offers a high-deductible medical insurance plan and fully funds health savings accounts. The company also pays 100% of medical, dental and life insurance premiums for employees and their dependents.

02

Provides free daily lunches for employees and a kitchen stocked with snacks and drinks.

03

Offers a six-week sabbatical program to be taken every seven years. All employees are eligible to participate.

20-49 Employees

01

Newfront Retirement Services

Headquarters: San Francisco
AUM: $16 billion as of June 30
Employees: 25
Years won: 2022
Employees say: “From Day One, I was encouraged to speak my mind, as everyone’s voice was important. The corporate culture is also very inclusive and diverse and is by far the best place that I have worked in my career.”

Employees Say:

From Day One, I was encouraged to speak my mind, as everyone’s voice was important. The corporate culture is also very inclusive and diverse and is by far the best place that I have worked in my career.

I love how (Newfront) makes everyone feel included, as well as focuses on all types of social issues. To me, it doesn’t attempt to isolate you from the world but instead realizes people can work and have personal interests at the same time.

The culture focuses on fitting the role to the person and not the person to the role. There is opportunity to explore passions and interests that allow people to grow and develop within the company.

3 Cool Things:

01

Encourages balance with a work-from-anywhere policy implemented during COVID-19 and unlimited, flexible time off.

02

Promotes company togetherness with fun Slack channels, happy hours and themed company meetings with musicians and performers.

03

Hired a dedicated recruiter for diversity, as well as a diversity, equity and inclusion program manager; recognizes cultural holidays and allows employees to take off on cultural or faith-based holidays; hosts cultural activities and training; and offers leadership training through its women-run employee resource group.

In Their Own Words:

We believe that retirement readiness takes more than an off-the-shelf solution. We use our extensive investment and ERISA experience, investor behavior and the latest industry trends to help our clients build leading retirement plans that put their employees on the right track for retirement. Guided by our values, we partner for your success.

02

Granahan Investment Management

Headquarters: Waltham, Mass.
AUM: $3 billion as of June 30
Employees: 20
Years won: 2021-2022
Employees say: “Granahan has a family feel to it. While we push each other and have debates about various issues, everyone has each other’s back here and enjoys working together. The work-life balance is incredible.”

Employees Say:

Granahan has a family feel to it. While we push each other and have debates about various issues, everyone has each other’s back here and enjoys working together. The work-life balance is incredible.

One of the best qualities in this organization is having your work seen and recognized. You are truly rewarded if you do your job well.

The culture is a blend of meritocracy and family. There is a strong element of psychological safety, allowing all to communicate how they feel in a safe, welcome way.

3 Cool Things:

01

Pays 100% of medical, dental and vision premiums for employees and their dependents. Accommodates family responsibilities by offering flexible work hours, adoption assistance and fully or partially paid parental leave for the birth or adoption of a child.

02

Co-founded the Wall Street Diversity Accelerator Program, a paid summer internship program designed to expose minorities who are rising college sophomores and juniors to asset management.

03

Holds holiday parties to celebrate Halloween, Thanksgiving and Christmas and also hosts periodic themed lunches and post-work events.

In Their Own Words:

Granahan Investment Management’s leadership team takes pride in creating a caring, positive culture that promotes collaboration and rewards performance. As a boutique investment firm, GIM has a close-knit team that works collaboratively while offering a healthy diversity of opinion. Service and philanthropy are also integrated into the heart what we do. As a founding firm of the Wall Street Diversity Accelerator Program we take great pride and joy in working with young college students, providing summer internships designed to offer hands-on experience in the asset management business.

03

Satori Capital

Headquarters: Dallas
AUM: $1.3 billion as of June 30
Employees: 29
Years won: 2015-2022
Employees say: “Corporate culture and employee morale matters more than anything here.”

Employees Say:

Corporate culture and employee morale matters more than anything here.

I am very proud to work for Satori. In particular, I think Satori does a great job of establishing, communicating and reinforcing its core values and culture across the entire firm. Additionally, I appreciate that all of my colleagues, including those who work above me (i.e., my bosses, supervisors, etc …) don’t view the organization hierarchically and instead include me in all facets of a project life cycle and value and solicit my opinion at critical decision-making points.

Satori walks its talk in everything it does. The company has created a culture that is purpose-driven, high-performing, entrepreneurial, collaborative, inclusive, and loving — yes, love is alive and well at Satori!

3 Cool Things:

01

Sponsors an Optimal Living Program, giving employees weekly on-site chiropractic and massage care, daily chef-prepared healthy lunches, comprehensive health screenings and physician consultations, guest speakers on health, a semiannual box of curated health resources and an annual $1,000 allowance to use for fitness and well-being.

02

Pays 100% of premiums for medical, dental and vision coverage for employees and their dependents.

03

During a yearly gratitude event, the workday ends early with a lunch or dinner highlighting acknowledgments of each team member, including a personal letter of thanks to each team member and that person’s significant other.

In Their Own Words:

Satori Capital is founded on the principles of conscious capitalism, a business approach that emphasizes creating extraordinary outcomes for all stakeholders. The firm views its team members as a crucial stakeholder group and works continually to sustain a world-class culture that helps employees thrive. Co-founder Randy Eisenman notes: ‘The caliber of the people who work here is so high they could work anywhere. We want to make them feel as special as they are, and we know that if they are happy and healthy, they simply perform better and enjoy their work and their lives more.’

04

Opus Investment Management

Headquarters: Worcester, Mass.
AUM: $10.6 billion as of June 30
Employees: 23
Years won: 2018-2019, 2021-2022
Employees say: “The attention to work-life balance and the importance of excelling at both are evident within leadership at Opus.”

Employees Say:

The attention to work-life balance and the importance of excelling at both are evident within leadership at Opus.

Fosters a culture (where) people want to work and rewards employees for strong performance.

It’s intentional about creating a safe, inclusive, diverse and fair place to work. I like my co-workers and my manager. Everyone is professional while pushing toward an upward goal.

3 Cool Things:

01

Provides an on-site wellness center at the firm’s headquarters, which offers personal health screenings and free flu shots in addition to other medical services.

02

Has integrated unconscious bias training as part of the company culture and engages multiracial and veterans business resource groups to support recruiting and retention efforts. Offers an additional paid day off to celebrate a cultural holiday of an employee’s choosing.

03

Recognition events include the President’s Excellence award, which is presented each year to employees who deliver results and exemplify core values, and comes with a $10,000 cash award; staff are also awarded with on-the-spot cash awards for quality work done throughout the year.

In Their Own Words:

Opus Investments is an investment management firm that strives to create a progressive, inclusive environment for professionals to grow their careers and make an impact every day. Our outstanding culture and workplace practices make our company a place where talents are respected and people grow. We are a company that truly cares about our clients, our community and one another.

05

Mayflower Advisors

Headquarters: Boston
AUM: $3.9 billion as of June 30
Employees: 35
Years won: 2021-2022
Employees say: “Mayflower Advisors feels like a family. The managing partners’ main concerns focus on delivering outstanding service to our client and making sure employees have fulfilling careers.”

Employees Say:

Mayflower Advisors feels like a family. The managing partners’ main concerns focus on delivering outstanding service to our client and making sure employees have fulfilling careers.

Tightknit community with leaders who care about their subordinates. Has a startup feel with the security of a company that has been around for 20 years.

It’s fun, and teamwork is off the charts.

3 Cool Things:

01

Offers an internship program called Mayflower Scholars to provide exposure to and opportunities for careers in finance for those who, due to differing socioeconomic backgrounds and lived experiences, may not have had access to hands-on experience in a financial firm.

02

Provides formal financial wellness programs to employees designed to reduce financial stress through such topics as budgeting, student debt management, credit scores and retirement planning.

03

Aims to promoting from within, providing career paths for career advancement. Supports employees’ advanced or postgraduate degree work, certifications and business education.

In Their Own Words:

Mayflower Advisors is a 50-year-old startup driven by the culture of its dedicated team members. The stability of three generations and an employee-owned collaborative culture that thrives by fostering, retaining and promoting an employee-first attitude provides the agility to meet the rapidly changing needs of an evolving financial landscape. In an industry driven by short-term thinking, Mayflower thrives by recognizing that our most important asset remains our talented team. Our independent, employee-owned practice strives to offer a culture of stability, accountability and teamwork.

AAM Insurance Investment Management

Headquarters: Chicago
AUM: $26.1 billion as of June 30
Employees: 47
Years won: 2017-2022
Employees say: “AAM has an open, collegial atmosphere where employees are assumed to be able to accomplish their duties without being micromanaged. The average quality of employees is very high, which allows for a relatively relaxed operational structure. The small size of the company gives it a human-scale vibe.”

Employees Say:

AAM has an open, collegial atmosphere where employees are assumed to be able to accomplish their duties without being micromanaged. The average quality of employees is very high, which allows for a relatively relaxed operational structure. The small size of the company gives it a human-scale vibe.

The single biggest thing that makes AAM an attractive place to work is the prospect that an employee will be asked to become an owner.

The firm’s flat organizational structure enables and facilitates hard-working individuals to make an impact to the bottom line.

3 Cool Things:

01

To relieve stress, holds annual golf outing known as the Ryder Cup that includes breakfast and a paid half-day off. Creates office pools for major sporting events with games televised on the trading floor.

02

Closes early on Fridays during the summer and at 2 p.m. the day before 12 paid holidays.

03

All employees have the possibility of being invited to become an owner in the firm, with the firm reporting that about 50% had an ownership stake as of July 1.

Aetos Alternatives Management

Headquarters: New York
AUM: $8.3 billion as of June 30
Employees: 30
Years won: 2020-2022
Employees say: “Aetos values and respects its employees, works hard to provide engaging and stimulating work, solicits employee feedback and takes it seriously, provides constructive feedback to employees, seeks to hire a diverse workforce and respects work-personal life balance. Pay and benefits are very generous.”

Employees Say:

Aetos values and respects its employees, works hard to provide engaging and stimulating work, solicits employee feedback and takes it seriously, provides constructive feedback to employees, seeks to hire a diverse workforce and respects work-personal life balance. Pay and benefits are very generous.

Our organization is very laid back. We are like a family. This is a stress-free and happy place to work.

The overall collaborative environment makes this a place where people want to work. The small office allows everyone to know each other on a personal level which makes it easy to reach out for help from individuals in different departments. Every person is treated with the same amount of respect and importance within the company.

3 Cool Things:

01

Formed a new partnership in 2022 with non-profit First Workings, which helps underrepresented students in New York with mentorships and paid internships and hopes to use it as a pipeline for full-time positions.

02

Prides itself on inclusion, with 75% of staff composed of women, people of color and/or LGBTQ.

03

Prioritizes family with such perks as flexible hours, including the option to work remotely two days per week regularly; closes office at noon on summer Fridays.

Agilis

Headquarters: Waltham, Mass.
AUM: $6.97 billion as of June 30
Employees: 37
Years won: 2022
Employees say: “Continues to grow and provide opportunities for pensions-related careers .Very flexible to meet employee needs.”

Employees Say:

Continues to grow and provide opportunities for pensions-related careers. Very flexible to meet employee needs.

Everyone treats each other as a part of a team, rather than everyone for themselves. Good work is rewarded, and changes are communicated effectively.

I believe this organization allows its employees to do work at an appropriate pace in order to get work done. People are always willing to help out and are happy to do so. I also like that it is somewhat entrepreneurial and employees are encouraged to get involved in areas they enjoy.

3 Cool Things:

01

Offers flexible hours and the ability to work from home.

02

Holds virtual happy hours to celebrate milestones and team successes.

03

Contributes 75% of the medical plan’s annual deductible into a health savings account for each enrolled employee based on tier coverage selected.

Anchor Capital Advisors

Headquarters: Boston
AUM/AUA: $8.1 billion as of June 30
Employees: 49
Years won: 2022
Employees say: “Family oriented atmosphere. For the most part everyone is close, cares about each individual’s well-being, has one another’s back and it shows in our work and team-oriented atmosphere.”

Employees Say:

Family oriented atmosphere. For the most part everyone is close, cares about each individual’s well-being, has one another’s back and it shows in our work and team-oriented atmosphere.

Benefits are very generous, and the company has encouraged many associates to upgrade their skills and knowledge through education with a generous tuition support program. The company has had many employees retire with more than 30 years of loyal service.”

The firm was founded by the father of the current CEO, and the family run aspect clearly runs through the culture.

3 Cool Things:

01

Includes cultural events and celebrations within the Culture Corner section of its monthly employee newsletter to highlight diversity. Also provides financial support to diversity-focused organizations..

02

Offers flexible hours, hybrid schedule and unlimited vacation time.

03

Matches employees’ charitable giving up to $2,500 per charity, with annual maximum per employee of $20,000 to multiple organizations.

ASB Real Estate Investments

Headquarters: Bethesda, Md.
AUM: Not Available
Employees: 49
Years won: 2019-2022
Employees say: “The company values individuals and treats them as people rather than a number. Insurance benefits are excellent.”

Employees Say:

The company values individuals and treats them as people rather than a number. Insurance benefits are excellent.

Entrepreneurial spirit flowing in collaborative work environment full of smart, talented and principled individuals.

The organization has great character and drive. It is an open forum where regardless of position you can voice your opinion. The people all want you to succeed and drive you to do so.

3 Cool Things:

01

Offers telecommuting options and flexible hours to accommodate school events, taking a family member to the doctor, etc.

02

Provides tuition assistance for advanced degrees, certifications and business education workshops and conferences.

03

Offers cafeteria or meal subsidies, free daily snacks and beverages.

Balentine

Headquarters: Atlanta
AUM: $5.4 billion as of June 30
Employees: 48
Years won: 2012, 2015-2022
Employees say: “There is a culture of continuous improvement, and the fundamentals that lead the expectation for behavior are acknowledged and practiced every day. The company hires in order to fill holes and acknowledges when a mistake has been made. It is not perfect, but there is not a person here who would say that Balentine doesn’t put employees first.”

Employees Say:

There is a culture of continuous improvement, and the fundamentals that lead the expectation for behavior are acknowledged and practiced every day. The company hires in order to fill holes and acknowledges when a mistake has been made. It is not perfect, but there is not a person here who would say that Balentine doesn’t put employees first.

Every employee knows and lives the culture at Balentine. Everyone wants each other to succeed and reach their full potential, and they will help each other to do so. The employees have trust in each other, and that helps grow trust with their clients. It’s truly the best company I’ve ever worked for!

I get to come in and work with/learn from extremely smart mentors every day. As a young employee, the interest that senior management has taken in fostering my career development is awesome.

3 Cool Things:

01

Takes new hires to lunch with executive management team members during their first week. Works to provide opportunities for employees to grow, through promotions or introducing challenging tasks to build new skills.

02

Recognizes employees with spot awards as well as anniversary bonuses.

03

Regardless of employee contribution, contributes 3% into each employee’s 401(k) plan.

Belle Haven Investments

Headquarters: Rye Brook, N.Y.
AUM: $14.4 billion as of June 30
Employees: 38
Years won: 2018-2022
Employees say: “A great workplace that cares about and supports its employees while also challenging them to grow with the company. Managers and their employees trust and respect each other and have a shared commitment to both individual and company success.”

Employees Say:

A great workplace that cares about and supports its employees while also challenging them to grow with the company. Managers and their employees trust and respect each other and have a shared commitment to both individual and company success.

Treated with coffee, breakfast, lunch every day. Values humility, teamwork and empowerment.

The people and firm culture are really what make Belle Haven special. The firm makes employees feel seen and appreciated with birthday celebrations, team happy hours and other outings, and weekly chair massages in the office.

3 Cool Things:

01

Celebrates employee birthdays, engagements, weddings, new births or adoptions, work anniversaries and other life events such as becoming a U.S. citizen.

02

Sponsors eldercare assistance for employees with older family members, which assists with transportation to medical appointments, meal delivery, securing caregiving and offering counseling support.

03

Awarded appreciation bonuses when the firm reached a milestone of $15 billion in assets under management.

Bridgeway Capital Management

Headquarters: Houston
AUM: $4.4 billion as of June 30
Employees: 34
Years won: 2014-2015, 2017-2022
Employees say: “It’s a mission-driven firm that truly has an impact and gives back, so much so that all staff have a say in some amount of giving back, which means that we can see impact on organizations for which we are passionate.”

Employees Say:

It’s a mission-driven firm that truly has an impact and gives back, so much so that all staff have a say in some amount of giving back, which means that we can see impact on organizations for which we are passionate.

Bridgeway’s culture makes it a place where people want to work. Everyone is treated with respect and valued. Strong teamwork, a shared vision and a sense of purpose make Bridgeway a rewarding place to contribute.

There are very few firms in our industry that commit time and money to train the entire team on the principles of ‘servant leadership’ and then use those principles for how we interact and treat one another on a daily basis. Bridgeway begins by putting clients first while striving with all of its being to be an agent of good in the world and creating the best possible work environment for those seeking to do that good.

3 Cool Things:

01

Established metrics goals for 2025 and 2030 to increase diversity and inclusion across the firm and hold itself accountable for DEI efforts.

02

Offers all partners the opportunity to participate in an employee stock ownership program, with the goal of 40% employee equity.

03

Provides one day per quarter for employees to serve the community and pays for 50% of service trip expenses for employees and their family members.

Capital Dynamics

Headquarters: New York
AUM: $14.2 billion as of June 30
Employees: 39
Years won: 2022
Employees say: “Each team is given the authority to work how they want, including a flexible work environment.”

Employees Say:

Each team is given the authority to work how they want, including a flexible work environment.

I’ve been encouraged to try new things that fit my skill set, managers are frequently checking in on my progress and satisfaction levels, and the people I work with are genuinely kind and helpful.

The people that surround me are awesome people to work with and learn from. Very kind and caring group.

3 Cool Things:

01

Promotes work-life balance by offering flexible hours and a health and well-being program that includes online classes, access to a nutritionist and webinars.

02

Launched firmwide inclusive hiring policy and introduced a recruitment partners pledge for third-party search partners in order to foster diversity. Effort included new recruitment toolkits and working with a dedicated partner to increase talent pipeline.

03

Schedules Friday drinks trolleys!

Cardinal Investment Advisors

Headquarters: Chicago
AUA: $269.7 billion as of June 30
Employees: 42
Years won: 2015-2022
Employees say: “Our established track record sets the bar high and brings out the best in its employees, but the organization understands that there is life outside of work and respects each individual employee.”

Employees Say:

Our established track record sets the bar high and brings out the best in its employees, but the organization understands that there is life outside of work and respects each individual employee.

If you are a dependable employee who produces great work, Cardinal allows you to work independently with no micromanagement. I am generally free to work from home or come into the office and nobody tells me what I can/can’t do.

Most places have either people who are smart or people who are nice. At Cardinal, it seems that everyone has both qualities! My colleagues check their egos at the door and all pitch in to get quality, intellectual work done that benefits our clients. And we have fun doing it!

3 Cool Things:

01

Celebrated its 20th anniversary with an overnight trip to Trout Lodge, a camping resort. Also held a picnic in the park, dinner party and volunteering at Feed America and other charities to honor the anniversary.

02

Contributes an additional 13.5% into employees’ 401(k) accounts if they defer at least 7% of their salary into the plan.

03

Closes the office for one week during the holidays so every staff member can enjoy extra paid time off.

Cornerstone Advisors Asset Management

Headquarters: Bethlehem, Pa.
AUM: $6.5 billion as of June 30
Employees: 37
Years won: 2016-2020, 2022
Employees say: “There is a strong culture of trust, ownership and empowerment. Taking initiative and following through is consistently rewarded by creative freedom and heightened responsibility.”

Employees Say:

There is a strong culture of trust, ownership and empowerment. Taking initiative and following through is consistently rewarded by creative freedom and heightened responsibility.

We all work as a team because we are an ESOP (employee stock ownership plan). There is no ‘boss,’ which makes everyone feel like they contribute to the company in the work they do each day, and we are recognized for that.

Great corporate culture; very forthcoming with information; great hybrid schedule (office vs. home); great benefits; ESOP.

3 Cool Things:

01

Offers a vacation policy under which most employees don’t have a set amount of paid time off, just a requirement that they use the minimum number of days to ensure a healthy work-life balance.

02

As the firm is 100% staff-owned, every employee has an equity stake.

03

Designs fun events throughout the year via its employee experience committee, including companywide trivia (with prizes), catered lunches and team-building outings such as ax-throwing.

Crossmark Global Investments

Headquarters: Houston
AUM: $5.1 billion as of June 30
Employees: 49
Years won: 2018-2022
Employees say: “Management truly cares about the people, open communication, staff meetings; philanthropic activities are encouraged and supported.”

Employees Say:

Management truly cares about the people, open communication, staff meetings; philanthropic activities are encouraged and supported.

Philanthropy work is highly encouraged and there are several opportunities to participate in philanthropic events through the company. If you bring something to their attention, they genuinely listen, offer advice or encouragement, and do their best to solve the problem.

The leadership walks the walk; they behave in an honorable way and inspire employees to do the same.

3 Cool Things:

01

Fosters culture with holiday event for staff and guests held at a secret venue, with employees dressing for the selected theme. Last year’s party was held at a natural history museum with the theme “Night at the Museum.”

02

Historically has contributed 7% of employees’ annual total compensation to their 401(k) in January of the following year.

03

Promotes philanthropic work with 16 hours of paid time and sponsors annual trip to a developing country for mission work.

Element Capital Management

Headquarters: New York
AUM: $13.5 as of June 30
Employees: 43
Years won: 2019-2022
Employees say: “The best part about Element is the people — everyone on the team is extremely self-motivated, highly capable and a great team player.”

Employees Say:

The best part about Element is the people — everyone on the team is extremely self-motivated, highly capable and a great team player.

They actually care about their employees. Seeing them grow. Making sure they are happy. They check in. They plan nice surprises for us. I’ve never been happier at a company.

This organization has trusted me to take on new challenges even when I was not sure I would be successful at them. In the end, they were right! I was able to handle the new tasks successfully which really boosted my confidence level!

3 Cool Things:

01

Fully pays premiums for employees and their families, which includes medical, vision and dental insurance. Also provides a concierge service to help employees navigate claims and reimbursements.

02

Matches charitable donations of employees up to $50,000 each year and provides paid time off for staff to volunteer with their favorite non-profit organizations.

03

Sponsors social impact initiatives including an interview training program for students at underserved schools, a program supporting the arts in city public schools and a program providing school supplies to students who lack housing.

Elion Partners

Headquarters: Miami
AUM: $3 billion as of June 30
Employees: 37
Years won: 2020-2022
Employees say: “The team aspect at Elion is a huge part of why I love working here. Everyone works extremely hard toward the ultimate goal, and we are all relying on each other to perform.”

Employees Say:

The team aspect at Elion is a huge part of why I love working here. Everyone works extremely hard toward the ultimate goal, and we are all relying on each other to perform.

The organization moves and breathes together; the employees are empowered to help grow the organization as a whole and are given a voice to affect changes in the business. Everyone genuinely cares about everyone and wants to work together to push the organization to its maximum potential.

Great camaraderie, leadership, collaboration. Everyone is trustworthy, reliable and shows integrity. You feel proud and excited when walking through the door.

3 Cool Things:

01

Closes the office each year for a two-day, off-site corporate retreat that includes team building, motivational discussions, focus groups and time for relaxation and exercise.

02

Historically distributes at least 20% of the firm’s earnings before interest, taxes, depreciation and amortization among the staff through bonuses.

03

More than 65% of this minority-owned firm are women and minorities, and the firm places a strong emphasis on diversity and inclusion in recruitment and in its involvement with FCC USA, or Fútbol con Corazón, which uses soccer to mentor kids.

Firmament

Headquarters: New York
AUM/AUA: $947.5 million as of June 30
Employees: 20
Years won: 2022
Employees say: “It is a tight-knit organization that takes a pragmatic approach to deal-making, with smart people who work well together.”

Employees Say:

It is a tight-knit organization that takes a pragmatic approach to deal-making, with smart people who work well together.

Other than work ethic, the company has a lot of perks that make it fun. For example, weekly team lunches, off-sites, summer Fridays, flexible-work schedule, gym reimbursement, etc.

Provides access to interesting investment situations that foster knowledge growth, professional and personal development.

3 Cool Things:

01

Recognize holidays within its multicultural workforce and provides a floating religious holiday of employees’ choice.

02

Pays 100% of medical, dental and vision insurance premiums for employees and dependents.

03

Promotes teamwork and balance with weekly team lunch, Summer Fridays of a half day and a paid subscription to the Calm app. Allows one volunteer day per quarter.

Frontier Asset Management

Headquarters: Sheridan, Wyo.
AUM: $5.7 billion as of June 30
Employees: 48
Years won: 2021-2022
Employees say: “The leadership team cares about the culture of Frontier and the unique values that were established by the staff. The company has a family atmosphere, and I love coming to work every day.”

Employees Say:

The leadership team cares about the culture of Frontier and the unique values that were established by the staff. The company has a family atmosphere, and I love coming to work every day.

The leaders do what they say they will do and live out our cultural values, including being trustworthy and authentic. The company prioritizes healthy work-life balance and encourages employees to participate in activities and family things outside of work.

Frontier has a very special culture of employees who are motivated and excited about the success of the company and the success of the individual employees. We truly care about one another as individuals.

3 Cool Things:

01

Recruits at historically Black colleges and universities, posts job openings on sites geared toward Native Americans and works to recruit people with disabilities and members of the military.

02

Awards shares of company stock after three years of employment.

03

Holds Friday afternoon games that includes table tennis; a recent family weekend for employees also included golfing, hiking, pickleball and ax-throwing.

Garcia Hamilton & Associates

Headquarters: Houston
AUM: $17.4 billion as of June 30
Employees: 36
Years won: 2016-2020, 2022
Employees say: “The firm is constantly planning activities to lighten the mood when things are busy — friendly office competitions, catered lunches/desserts, birthday cake celebrations, and a firm happy hour or small event when we hit a big milestone. The firm also takes care of its employees monetarily — generous bonuses, gift cards passed out for random occasions, cash prizes for fun/spontaneous office games.”

Employees Say:

The firm is constantly planning activities to lighten the mood when things are busy — friendly office competitions, catered lunches/desserts, birthday cake celebrations, and a firm happy hour or small event when we hit a big milestone. The firm also takes care of its employees monetarily — generous bonuses, gift cards passed out for random occasions, cash prizes for fun/spontaneous office games.

Most recently, with the high cost of gas, food, rent (inflation) the organization gave employees a $500 gift card to help with these rising costs.

Garcia Hamilton & Associates is one of the most diverse and successful investment management firms in the country.

3 Cool Things:

01

Pays 100% of medical, dental and vision insurance premiums for employees.

02

Recognizes employees for years of service, holds birthday celebrations with choice of catering and provides breakfast for all on the last Friday of every month.

03

Supports philanthropic causes, with employees allowed to attend charitable events during work hours. Also matches employee donations made to non-profits or educational institutions up to $2,500 per year.

Greenspring Advisors

Headquarters: Towson, Md.
AUM: $5 billion as of June 30
Employees: 27
Years won: 2019, 2021-2022
Employees say: “Overall, this place is amazing. They have a very inclusive mindset and give everyone an opportunity to have input. I especially appreciate the recent efforts to make sure there are clear career paths going forward.”

Employees Say:

Overall, this place is amazing. They have a very inclusive mindset and give everyone an opportunity to have input. I especially appreciate the recent efforts to make sure there are clear career paths going forward.

They enable us to be who we are. They provide us with the tools we need to get our jobs done right and do it in an amazing culture of people who truly care.

Greenspring fosters such a collaborative and caring atmosphere; someone is always willing to stop what they’re doing to lend a hand! In addition, Greenspring is a dynamic company that is growing very quickly, and the energy and enthusiasm surrounding that swift growth is palpable all throughout the organization! It’s a very fun place to work.

3 Cool Things:

01

Pays for telehealth services and annually contributes $3,650 for individuals and $7,300 for families to health savings accounts.

02

Holds monthly events organized by an employee-run engagement team including corn hole tournaments, a magician, trivia night and staff appreciation lunches; the firm also hosts an annual off-site retreat for relationship and team building.

03

An employee-only grant committee rotates annually and each year sets guidelines, peruses applications and awards multiple grants totaling $50,000.

Hammes Partners

Headquarters: Milwaukee
AUM: $2 billion as of June 30
Employees: 32
Years won: 2022
Employees say: “Hammes encourages excellent work ethic paired with a team mentality, while also providing plenty of opportunities to enjoy time with co-workers. There is a good balance of working hard toward goals and celebrating successes.”

Employees Say:

Hammes encourages excellent work ethic paired with a team mentality, while also providing plenty of opportunities to enjoy time with co-workers. There is a good balance of working hard toward goals and celebrating successes.

On-the-job training programs and daily interaction with senior levels of management accelerates the professional development of each employee. The lines of communication within the organization are always open in support of fostering a well connected, team-oriented environment.

Management appears to genuinely care about the professional development of each employee and supports diversity and inclusion.

3 Cool Things:

01

Sponsors themed competitive social events to promote collaboration and team building, including a miniature golf match, office Olympics and a pingpong tournament. Offers wellness initiatives, including on-site fitness center, an employee assistance program with work-life services, annual on-site flu shot clinics and access to digital platforms with incentives for reaching goals.

02

To promote work-life balance, majority of meetings and staff-only events occur during work hours. No overtime, or overtime is kept to a minimum for hourly paid employees.

03

Offers wellness initiatives, including on-site fitness center, an employee assistance program with work-life services, annual on-site flu shot clinics and access to digital platforms with incentives for reaching goals.

Jensen Investment Management

Headquarters: Lake Oswego, Ore.
AUM: $12.3 billion as of June 30
Employees: 36
Years won: 2022
Employees say: “As a person who has worked for an ethically challenged firm in the past, Jensen is focused on doing the right thing and taking care of the customer. This is the best place I have worked in my adult life.”

Employees Say:

As a person who has worked for an ethically challenged firm in the past, Jensen is focused on doing the right thing and taking care of the customer. This is the best place I have worked in my adult life.

Jensen is open and willing to improve their DEI strategies/policies and strives to be a more inclusive workplace in all aspects. Management genuinely cares about you as a person, and understands that life happens, and is willing to adjust to help you while also making sure work gets done.

Employees are genuinely good people who are willing to provide help and support in both professional and personal capacities. We take care of each other.

3 Cool Things:

01

Offers profit-sharing plan, with full-time employees able to participate after six months.

02

Holds fun activities including a companywide, all-family pool party that includes a food truck; a Fourth of July family rodeo; and company-sponsored golf outings.

03

An employee-run community committee selects and organizes charitable giving and volunteer hours on behalf of the firm.

Kennedy Capital Management

Headquarters: St. Louis
AUM: $3.7 billion as of June 30
Employees: 49
Years won: 2020, 2022
Employees say: “This organization provides an atmosphere where we can work alongside and learn from top-notch professionals. This organization is truly committed to helping employees meet their developmental goals, providing moral and financial support along the way. The benefits package can’t be beat.”

Employees Say:

This organization provides an atmosphere where we can work alongside and learn from top-notch professionals. This organization is truly committed to helping employees meet their developmental goals, providing moral and financial support along the way. The benefits package can’t be beat.

Employees are treated with respect and are valued for their contributions to projects and the company. Managers allow space and time for employees to do their jobs. Expectations are high, so everyone strives to do and be their best.

A flat organizational structure enhances the culture of open communication between all levels, from interns up to portfolio manager and the CEO. All opinions in the room are heard and valued, which was maintained even virtually during the height of the pandemic.

3 Cool Things:

01

Pays 100% of salary for 10 weeks of maternity leave, two weeks of paternity leave and two weeks of adoption leave. Also reimburses 100% of employee and dependent medical deductibles.

02

Offers optional work-from-home Wednesdays and a relaxed dress code on Wednesdays for staff who choose to go to into the office (in addition to the already-existing relaxed dress code on Fridays).

03

Provides a 50% match on all 401(k) contributions; typically provides a year-end discretionary match that exceeds the dollar amount of the regular match.

Lockheed Martin Investment Management

Headquarters: Bethesda, Md.
AUM: $75 billion as of June 30
Employees: 46
Years won: 2022
Employees say: “The organization encourages an entrepreneurial approach to project management and problem-solving.”

Employees Say:

The organization encourages an entrepreneurial approach to project management and problem-solving.

Lots of communication but also gives individuals autonomy to get work done. A balance of working from home or in the office depending on business and personal needs to get best work done possible.

Interesting, innovative, cutting-edge investment-related work. Good work-life balance.

3 Cool Things:

01

Offers flexible hours to accommodate school events, taking a family member to the doctor, etc.

02

Supports employee development and leadership training through mentoring, job shadowing/cross-training, volunteer service and tuition reimbursement for advanced degrees and certifications.

03

Supports families via adoption assistance, lactation rooms for new moms and parental leave for birth or adoption of a child.

McKinley Capital Management

Headquarters: Anchorage, Alaska
AUM: $2.6 billion as of June 30
Employees: 27
Years won: 2020-2021
Employees say: “This organization truly cares about their employees, and it goes beyond words. They have people in leadership that put their words into action, and we know it.”

Employees Say:

This organization truly cares about their employees, and it goes beyond words. They have people in leadership that put their words into action, and we know it.

Everyone is happy, caring, willing to help when needed.

The company lives its values by supporting community, education and sustainability, especially in the cities in which we have offices.

3 Cool Things:

01

Promotes a healthy lifestyle through a community supported agriculture program that delivers organic produce to its office headquarters and offers free access to its main building’s fitness center.

02

A focus on diversity, equity and inclusion in recent years has included a companywide two-hour cultural sensitivity training program hosted by the First Alaskans Institute and a CEO listening session with business leaders of color. Its participation in a Hiring Our Heroes program in 2022 resulted in an internship for a recently retired member of the military.

03

A companywide quarterly stock-picking program invites everyone to pick a stock, and the employee who has the highest return wins $500. In addition, for every fifth year of an employee’s work anniversary, that person gets recognized with a profile in the internal newsletter and receives $100 for every year of service for a trip or experience.

Multnomah Group

Headquarters: Portland, Ore.
AUA: $26.6 billion as of June 30
Employees: 20
Years won: 2022
Employees say: “Our company is employee-owned, and (that) really means something to our owners. They want their staff to be involved in not only their work, but also in what our large goals are for each year. They care about their team and provide the best work-life balance you can find anywhere.”

Employees Say:

Our company is employee-owned, and (that) really means something to our owners. They want their staff to be involved in not only their work, but also in what our large goals are for each year. They care about their team and provide the best work-life balance you can find anywhere.

The organization allows a lot of freedom in how people manage their workloads, providing a really strong, flexible work environment.

The firm’s leadership has strong core values, and everyone is treated with respect.

3 Cool Things:

01

Holds quarterly companywide meetings to focus on collaboration and team building, which includes a staff dinner and planned activities.

02

Pays 100% of medical, dental and vision premiums for employees.

03

Created a formal hybrid work policy in April for Portland-based employees to allow for more time to work remotely.

North Square Investments

Headquarters: Chicago
AUM: $10.6 billion as of June 30
Employees: 22
Years won: 2021-2022
Employees say: “It’s not a culture of micromanagement, but rather they trust us to do our jobs and are there to support us when we need it. The people are very kind, funny and positive! We truly care about one another and that comes from the top down.”

Employees Say:

It’s not a culture of micromanagement, but rather they trust us to do our jobs and are there to support us when we need it. The people are very kind, funny and positive! We truly care about one another and that comes from the top down.

Great management! Autonomy to focus on my clients and my job. Not bogged down with unimportant busywork/tasks/meetings.

Flexible hours and work environment. Causal firm with great-big-dreams firm.

3 Cool Things:

01

Places a priority on building relationships with female and minority student groups at local colleges and universities that includes mentoring, internships, hosting lunches and giving seminars.

02

Sponsors quarterly volunteer opportunities, including spending time with animals available for adoption at PAWS Chicago, which works to reduce the number of homeless and abandoned pets.

03

Gives shoutouts for employee accomplishments, no matter how big or small. The CEO presents periodic motivational poems — and accompanies them with doughnuts.

Pugh Capital Management

Headquarters: Seattle
AUM: $10.4 billion as of June 30
Employees: 26
Years won: 2018-2022
Employees say: “Pugh works hard to make people feel included and valued: Service anniversary commendations, birthday recognitions, free munchies at work for those long afternoons, all-company retreat and flexible hybrid policies are important contributors to the culture.”

Employees Say:

Pugh works hard to make people feel included and valued: Service anniversary commendations, birthday recognitions, free munchies at work for those long afternoons, all-company retreat and flexible hybrid policies are important contributors to the culture.

The organization really values the employees and encourages growth and career development. They encourage employees to learn and develop new skills that are of interest to the employees and really foster an environment where people have the opportunity to learn new areas of interest.

Pugh Capital emphasizes a positive, diverse work culture. The company is intentional about hiring people with similar values. The leadership is responsive to feedback and cares about the employees.

3 Cool Things:

01

Offers early office closure for holidays; casual dress; social activities to build camaraderie and relaxation, including bowling, softball, indoor golfing, bocce ball and cornhole.

02

Sponsors employees participating in the Leadership Tomorrow one-year program. Pays for professional dues, covering costs for training and development and offers up to $5,250 per year in tuition reimbursement.

03

Provides a $250 clothing allowance to REI, a retailer of outdoor and sporting wear.

Ranger Investment Management

Headquarters: Dallas
AUM: $1.4 billion as of June 30
Employees: 20
Years won: 2021-2022
Employees say: “Collaboration is a necessity, and I enjoy working with my peers, who are open to new perspectives and ideas. While this business is pressure-packed, the firm gives me latitude to get my work done without micromanaging my efforts. Everyone is a leader and valued, and I feel listened to and heard.”

Employees Say:

Collaboration is a necessity, and I enjoy working with my peers, who are open to new perspectives and ideas. While this business is pressure-packed, the firm gives me latitude to get my work done without micromanaging my efforts. Everyone is a leader and valued, and I feel listened to and heard.

Before any investments make it into the portfolio, we discuss and vet each investment as a team, where every member has a voice in expressing their thoughts and concerns. Many times, this leverages our team’s various backgrounds to bring insights into the analysis that likely would not be possible with just one or two people.

Being a lean workforce, every member’s contribution is valuable to the business. The company’s leadership fosters an environment of being open-minded to change.

3 Cool Things:

01

Gives employees a one-month paid sabbatical for every five years of service.

02

A diversity, equity and inclusion committee oversees the firm’s DEI initiatives, including its participation in StrengThening Racial Equity in Asset Management, or STREAM, to provide mentoring and internships to students from underrepresented groups.

03

As a result of the COVID-19 pandemic, offers the option for employees to work from home on Wednesdays and Fridays.

Regions Investment Management

Headquarters: Birmingham, Ala.
AUM: Not available
Employees: 24
Years won: 2021-2022
Employees say: “Regions truly wants to make life better for its customers and its associates. We have been offered significant flexibility with regard to work location (home vs. office), and leaders consistently support taking time away from work to recharge and rebalance.”

Employees Say:

Regions truly wants to make life better for its customers and its associates. We have been offered significant flexibility with regard to work location (home vs. office), and leaders consistently support taking time away from work to recharge and rebalance.

Employees are often given time to pursue side projects that interest them, apart from essential tasks, which may contribute to their and the firm’s long-term success.

Regions gives employees the opportunity to grow and develop skills to further our career. We recently developed mentoring circles to connect with people in other departments to allow us to have a broader view of the company as a whole.

3 Cool Things:

01

Runs a Building Regions’ Associate Veteran Experience, or BRAVE, initiative to help match military members with positions that could fit their interests and act as a digital hub for veterans to connect; keeps an employee’s position open if that person’s spouse goes on a military deployment; and has a veterans affairs manager to maintain and strengthen the company’s relationships within the military community.

02

Celebrates associates and teams during a companywide Evergreen Week with lunches, games and team-building exercises; Team Tuesdays also encourage staff to have fun together.

03

Hosts a program called What a Difference a Day Makes, which gives every employee an annual day off to volunteer at a charity of their choosing.

Richard Bernstein Advisors

Headquarters: New York
AUM: $13.6 billion as of June 30
Employees: 35
Years won: 2021-2022
Employees say: “RBA fosters a great environment for everyone, and not (for) just a few people to succeed. There’s space for going beyond what is required of you on paper, which enables employees here to explore their capabilities and put them to good use.”

Employees Say:

RBA fosters a great environment for everyone, and not (for) just a few people to succeed. There’s space for going beyond what is required of you on paper, which enables employees here to explore their capabilities and put them to good use.

There is a lot of entrepreneurial spirit and learning-on-the-job, which is good for people who are builders rather than taskers.

Everyone at RBA is very welcoming. I made friends very quickly when I began and enjoy coming into the office to work in person with everyone.

3 Cool Things:

01

Matches up to 10% of employees’ 401(k) contributions.

02

Makes decisions, when possible, intentionally informed by staff of all backgrounds; the firm recruits people from various backgrounds and holds training sessions related to gender, race and cultural diversity. Employees can also take applicable cultural holidays off without it counting toward their paid time off.

03

Maintains a stocked pantry for employees and provides a weekly free lunch, plus regular happy hour and team-bonding events.

Shelton Capital Management

Headquarters: Denver
AUM: $3.2 billion as of June 30
Employees: 33
Years won: 2020-2022
Employees say: “Everyone that is hired at Shelton is given the autonomy and space to voice a change. Very rarely have I had an idea shut down because it went against the existing process. You’re able to do your work your own way.”

Employees Say:

Everyone that is hired at Shelton is given the autonomy and space to voice a change. Very rarely have I had an idea shut down because it went against the existing process. You’re able to do your work your own way.

Provides a company culture that is fun and collaborative.

Impactful, meaningful work. The people are what make it, from the ‘new hire’ to the CEO.

3 Cool Things:

01

Gives employees an embroidered Patagonia vest after 90 days of employment and another vest after one year of employment.

02

Pays 100% of medical, dental and vision insurance premiums for employees and their dependents.

03

Provides an open workspace with unlimited coffee and snacks, with the option of standing desks for those who want one. Other office perks include Casual Friday and Flip Flop Friday (in the summer).

Spectrum Investment Advisors

Headquarters: Mequon, Wis.
AUM: $585 million as of June 30
Employees: 22
Years won: 2017, 2019-2022
Employees say: They value and invest in their employees. They understand that we want to feel empowered!”

Employees Say:

They value and invest in their employees. They understand that we want to feel empowered!

Leadership is willing to hear input from everyone and takes them into consideration when making decisions. Leadership is flexible with home-work-life responsibilities and always wants everyone to enjoy working for Spectrum.

Our organization has a strong sense of family, caring and looking out for one another beyond just normal work-related items. We get to know one another and that, to me, gives me pride in the team that surrounds me.

3 Cool Things:

01

Offers an outdoor patio where staff regularly has lunch together, with umbrellas, background music, a built-in fan and a grill. Also hosts an annual pool party at a country club for its employees and their spouses, children and grandchildren.

02

Funds the first $500 of employees’ flexible spending accounts.

03

Service-anniversary perks include a weekend getaway for two to Door County in Wisconsin upon five years of service and $1,500 toward a vacation of the employee’s choice at 10 years.

Stadion Money Management

Headquarters: Watkinsville, Ga.
AUM: $2 billion as of June 30
Employees: 39
Years won: 2019-2022
Employees say: “The company is like a big family. Everyone cares for one another. I have developed great friendships from working with this company.”

Employees Say:

The company is like a big family. Everyone cares for one another. I have developed great friendships from working with this company.

The company culture permeates with integrity, support and sense of humor.

Stadion is a place that encourages and empowers employees to do their best. It provides us with the autonomy to take on tasks that we believe in that you don’t necessarily have at a larger employer.

3 Cool Things:

01

Contributes $600 annually for individual employees and $2,000 annually for families to health savings accounts. Sponsors wellness challenges with prizes.

02

Provides lunch every day.

03

Contributes 3% to each employee’s 401(k) regardless of employee contribution; an additional profit-sharing contribution ranges from 1% to 1.5% annually.

The London Co.

Headquarters: Richmond, Va.
AUM: $32.1 billion as of June 30
Employees: 48
Years won: 2022
Employees say: “Happy and fun work environment, great people, focused on living the firm’s core values and fair/equal treatment.”

Employees Say:

Happy and fun work environment, great people, focused on living the firm’s core values and fair/equal treatment.

I look forward to coming to work every day for many reasons. I feel that I have adequate training and that I have help available if needed. My team is strong and we all communicate on what we need to do to get work done.

It’s a close-knit family culture that takes care you in terms of wage, benefits and perks. Very flexible to your needs when it comes to your life outside the firm.

3 Cool Things:

01

Pays 100% of medical, dental and vision premiums for employees. Contributes semiannually to employees’ health savings accounts based on single or family coverage.

02

Provides drinks and snacks, quarterly happy hours and corporate outings.

03

Offers flexibility in hours to accommodate school events, taking a family member to the doctor, etc.

WEDGE Capital Management

Headquarters: Charlotte, N.C.
AUM: $8.3 billion as of June 30
Employees: 41
Years won: 2020-2022
Employees say: “The company is small enough where everyone can see your efforts and quality of work, regardless of where or when you choose to do it. I’ve taken advantage of that flexibility by continuing to work remotely even though the office has technically reopened for those who wish to return, and structuring my workdays around my personal life.”

Employees Say:

The company is small enough where everyone can see your efforts and quality of work, regardless of where or when you choose to do it. I’ve taken advantage of that flexibility by continuing to work remotely even though the office has technically reopened for those who wish to return, and structuring my workdays around my personal life.

While everyone shares a common goal in the success of the company, people are genuinely interested in the individual success of employees, both inside and outside of the company. In a competitive industry where people are typically only focused on making money, it is refreshing to work with colleagues who care about more than just the bottom line.

They care about you as a person. They are flexible when life’s problems get in the way. Everyone is open to work together towards common goals.

3 Cool Things:

01

Buys a block of tickets every summer to minor league baseball games for employees and their families and loads each ticket with money to purchase concessions or merchandise from the team store.

02

Works with older employees to design semi-retirement schedules to aid in employment transition, which can include fewer workdays and working remotely (even before the start of COVID-19 pandemic) and an adjustment of job responsibilities.

03

Makes training fun. Part of the firm’s annual compliance training entails a game styled after Family Feud, with departments competing against each other to win the Compliance Cup, a trophy that resides in the winning team’s section of the office.

West Virginia Investment Management Board

Headquarters: Charleston, W.Va.
Assets: $23 billion as of June 30
Employees: 24
Years won: 2022
Employees say: “Everyone is treated fairly and with respect. Everyone works hard, works well together, and there is no micromanagement.”

Employees Say:

Everyone is treated fairly and with respect. Everyone works hard, works well together, and there is no micromanagement.

Management treats employees with respect, fairness and an appreciation of what each person brings to the table. The tone within the organization is a serious one, where the overall objective is paramount, but there is enough of a laid-back atmosphere that it provides a space where work, team building, and professional growth can thrive.

There is a very positive culture of friendship and cooperation, while at the same time, there is the pride of the organization continually performing well among our peers.

3 Cool Things:

01

Funds a health reimbursement account in the amount of an employee’s deductible for those who select an eligible medical plan.

02

Allows employees to work from home for part of the week as a result of the COVID-19 pandemic.

03

Pays 100% of the premium for dental and vision coverage, as well as for most of the medical plan; it also pays the premiums for long-term disability and life insurance.

Xponance

Headquarters: Philadelphia
AUM: $12.3 billion as of June 30
Employees: 44
Years won: 2020-2022
Employees say: “The culture is special here. It fosters a sense of pride and teamwork with an eye toward benefiting the community.”

Employees Say:

“The culture is special here. It fosters a sense of pride and teamwork with an eye toward benefiting the community.”

This organization treats employees like family. It is a great environment to work; it’s good to know co-workers have your back, even in personal non-work-related situations.

People feel connected, valued, free to take risks. This is an honest, trusting environment where you can bring your full self.

3 Cool Things:

01

Offers up to a $480-per-week subsidy for child-care costs during the COVID-19 pandemic period.

02

A company culture committee introduced an Unmatched Xperiences program, which encourages both small and grand gestures for and by team members to help co-workers, during big projects on late nights, during travel and during vacation.

03

Provides fun bonding activities, including a virtual book club that meets monthly to discuss books selected by workers. Employees also can participate in the Nike Run Challenge, which encourages fitness and stress release through tracking via smartwatches and Microsoft Teams.