This list recognizes 20 advisory firms for their exemplary efforts to give back to their communities by promoting a culture of philanthropy amongst employees and financial advisors. We received dozens of impressive applications and narrowing down the decision to the top 20 firms proved extremely challenging. Submissions were evaluated blindly by a panel of judges based on criteria including employee benefits, company contributions, and philanthropic events and programs offered by the firms. Click to read more about what each firm does to encourage philanthropy in their offices.
Lakeside Wealth Management
Cetera – First Allied Securities
Pershing Advisor Solutions
& TD Ameritrade