How to apply for Best Workplaces in Money Management in 2026

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Do you love your employer? Let us know by submitting a nomination! Financial Planning will recognize the best money managers to work for in 2026.

Financial Planning's Best Workplaces in Money Management program features practices offering positive work environments and excellent benefits, according to their employees.

Employees can take the survey now, and Financial Planning will recognize outstanding companies this fall. 

In addition, Financial Planning will recognize Best RIAs to Work For, which has a separate survey.

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

• The 60 best RIAs to work for 
• How Bailard became the best RIA to work for 
• The 18 best places to work in money management 
• Why Dana Investment Advisors is a two-time best workplace champ

Eligibility

The 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. They also must have been in business for at least one year. 

Eligible firms must have a minimum of 10 full-time or part-time employees working in the United States and can be either for-profit or not-for-profit entities.

Deadline

Individual surveys must be completed by 11:59 p.m. Eastern on Aug. 28, 2026.

Click here to register for Best Workplaces in Money Management in 2026 and take the survey.