Charitable Champions badge
Charitable Champions

Recognizes financial advisory firms that give back.

Open to Financial Advisory Firms Recognition Award
2022 Charitable Champion Brighton Jones Duthie Trail Day

2022 Charitable Champion Brighton Jones
Duthie Trail Day

The Invest in Others Charitable Champions List recognizes financial advisory firms that give back to their communities by promoting a culture of philanthropy amongst their financial advisors and employees.

Submissions are evaluated blindly based on criteria including incentives, contribution, impact, and inspiration.

Not only is this a chance to tell us about your good works, but if recognized by Invest in Others, this is an incredible opportunity to bring credibility to your philanthropic programs through peer recognition, help improve employee morale, and also serve as a talking point with clients and prospective new hires.

Key Dates

Application Opens May 29, 2023
Application Deadline July 7, 2023
Winners Announced August 16, 2023

Eligibility

  • To be eligible, firms must meet all of the following criteria:
  • Must be in business for a minimum of 1 year
  • Have a minimum of 10 employees in the United States. All employees in your company should be included in your employee count, not just your financial advising department.
  • Be a registered investment adviser (RIA), affiliated with (but not an employee of) an independent broker-dealer (IBD), or a hybrid/dually-registered firm affiliated with an IBD and doing business through an RIA. Firms should directly provide financial advice to households or organizations.

Questions? Please contact us and we will respond in a timely fashion.

2022 Charitable Champion Pickler Wealth Advisors

2022 Charitable Champion
Pickler Wealth Advisors

2022 Charitable Champion Cary Stamp End of Summer Bash

2022 Charitable Champion Cary Stamp
End of Summer Bash

2022 Charitable Champion Carson Group

2022 Charitable Champion
Carson Group

2022 Charitable Champion Carson Group

2022 Charitable Champion
Carson Group

2022 Charitable Champion Brighton Jones Kayak Cleanup

2022 Charitable Champion Brighton Jones
Kayak Cleanup

2022 Charitable Champion Arkos

2022 Charitable Champion
Arkos

Charitible Champions badge
Congratulations to our Charitable Champions!