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.
Key Dates
- Application Deadline: May 11, 2022
- Winners Announced: June 13, 2022
- Open to: Financial Advisory Firm
Eligibility
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.
