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Best places to work in money management

Spectrum Investment Advisors

In the house: Former Green Bay Packer great LeRoy Butler, center, was a guest at a recent coffeehouse educational series sponsored by the firm. More than 80 people turned out for the event.

Additional winners, managers with 20 to 49 employees

Mequon, Wis.

$1.97 billion AUA; $137 million AUM

Years won: 2017

Popular perks:

  • Sponsored a three-day trip to New York City for employees and spouses to celebrate the company's 20th year in business, with meals and activities, including tickets to a Broadway show and a Wall Street scavenger hunt. Annually sponsors one-day trips to cities like Chicago and Boston.
  • Holds three annual educational sessions on topics that interest the staff.
  • Hosts an annual holiday dinner for employees and their spouses, with entertainment including a humorous employee-made video retrospective on the year and a sing-along of the company song.

Employees say:

  • “The owner of this company understands that there is more to life than work and he genuinely enjoys giving his employees opportunities to do things that make them happy.”
  • “They have special events for the kids of employees such as a swim party, fire department tour and special kids lunch. They recognize the need for work, life, family balance and help employees achieve that.”
  • “It is an environment in which all of the employees genuinely get along and the team is referred to by everyone at the company as the Spectrum family.”