What is Charitable Champions?
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.
Read more about each company by clicking on their link below!
To be eligible for consideration, firms must meet all of the following criteria:
- Must be in business 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.