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Best places to work in money management

Innovest Portfolio Solutions

Brushing up: Employees got out the rollers for a recent Brothers Redevelopment Paint-A-Thon. This year, employees of the firm spent their time painting the home of a man who is caretaker for a sister battling cancer.

Additional winners, managers with 20 to 49 employees


$18 billion in AUA

Years won: 2014, 2016, 2017

Popular perks:

  • Hosts entire staff at weekly company-sponsored “lunch bunch” to encourage cross-departmental team building.
  • Sponsors different wellness events each quarter, with activities such as meditation and yoga at lunch.
  • Organizes four firmwide volunteer days annually and gives each employee an additional day of paid time off annually to support individual causes.

Employees say:

  • “Management seems to try to live what they teach, of having integrity, being ethical and doing what is right just because it's the right thing to do. The company hires people of character so these traits are firmwide.”
  • “Senior management at Innovest does a great job of recognizing and rewarding employees who perform their job well. The weekly recognition from senior management is greatly appreciated.”
  • “Innovest is a firm committed to doing what's right for the employee and their family.”