Recognizes financial advisory firms that give back.
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.
|Application Opens||May 29, 2023|
|Application Deadline||July 7, 2023|
|Winners Announced||August 16, 2023|
- 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.