How to apply for Best Workplaces in Money Management in 2025

If you love your employer, you have a chance to show it. Financial Planning is once again recognizing the best money managers to work for in 2025.

Financial Planning's Best Workplaces in Money Management program recognizes practices that provide positive workplace environments and provide excellent benefits, according to their employees. 

Employees may take the survey now, and Financial Planning will recognize outstanding firms this fall. 

Financial Planning is also recognizing Best RIAs to Work For, which has a separate survey.

Here's a look at last year's winners:

• The 52 best RIAs to work for 
• How Wealthstream Advisors became the best RIA to work for 
• The 18 best places to work in money management 
• Why Dana Investment Advisors is the best workplace for money managers

Eligibility

This program is open to businesses or public organizations responsible for managing investable assets of an institutional investor and must have a facility in the United States. Firms must have been in business for a minimum of one year by May 29, 2025. 

Eligible firms must also have at least 10 full-time or part-time employees working in the United States and can be for-profit or not-for-profit entities.

Deadline

Individual surveys must be completed by 11:59 p.m. Eastern on Aug. 29, 2025.

Click here to register for Best Workplaces in Money Management in 2025 and take the survey.