Headquarters: Shorewood, Ill.
AUM: $21.5 billion as of June 30
U.S. employees: 117
Years Won: 2019-2024
Three cool things:
- There’s a firmwide conference every year at a desirable destination. In 2024, employees traveled to Miami for an all-expenses-covered gathering.
- The company intentionally reaches beyond the financial services industry to recruit and retain a diverse workforce; it provides them with training programs so that new hires without financial services experience can integrate themselves into the firm with the skills they’ll need.
- An open door policy encourages employees to approach any manager or human resources representative with concerns; there’s also a formal written complaint and investigatory process for grievances and a commitment to ensure there’s follow-up with all involved parties.
Employees say:
- “Flexibility is one of the biggest reasons people love working here. Everyone can have a good work-life balance, and I appreciate that. I also believe that this is the first company I have ever worked for where I can tell that leadership cares a lot for their employees and makes dedicated efforts in their employees’ happiness and wellness.”
- “The No. 1 reason for me working at SRP is the ability to do my job independently. This allows me to continue to build the business successfully without red tape or check-the-box stoppages.”
- “It feels like home. I’ve worked in several different positions throughout my working career, and I’ve never felt as valued as I do at SRP. There is a common purpose and a shared goal. This allows for us all to strive individually and collectively. Teamwork makes the dream work!”
