Stories by Meaghan Offerman and Trilbe Wynne

Illustration by Peter Hoey | Design and development by Patrick Roth

Companies are ranked No. 1 through No. 5 and then listed alphabetically.

20-49 employees

1

Your Wealth Effect

Headquarters: Irvine, Calif.

AUM: $1.1 billion as of June 30

Employees: 21

Years won: 2020

Popular perks: Provides team members with one paid day off per quarter to volunteer.

Employees say: “Everything the company does is focused on taking care of employees, clients and the community.”


2

DanaInvestment Advisors

Headquarters: Waukesha, Wis.

AUM: $6.5 billion as of June 30

Employees: 45

Years won: 2012-2020

Popular perks: To support local restaurants during COVID-19 closures, the company provided free Take-Out Tuesday lunches.

Employees say: “Management seems to go out of their way and even take a financial hit to themselves first to ensure the success of all employees and organizations.”


3

Satori Capital

Headquarters: Dallas

AUM: $1 billion as of June 30

Employees: 37

Years won: 2015-2020

Popular perks: During quarantine, Satori provided a week’s worth of fresh and healthy lunches to employees’ homes each Monday at no cost.

Employees say: “Leadership goes above and beyond to make it an environment where authenticity and collaboration are optimally tuned.”


4

CornerstoneAdvisors Asset Management

Headquarters: Bethlehem, Pa.

AUM: $6.2 billion as of June 30

Employees: 34

Years won: 2016-2020

Popular perks: Offers a charitable giving match of up to $100 a year per employee and a paid day off for volunteering.

Employees say: “While we work hard, the company also makes sure that we and our families are taken care of during good times and bad.”


5

BridgewayCapital Management

Headquarters: Houston

AUM: $5 billion as of June 30

Employees: 37

Years won: 2014-2015, 2017-2020

Popular perks: Sponsors company outings including sporting events and happy hours along with special celebrations, such as Pi Day, a chili cookout competition, a virtual family talent show, and pumpkin carving.

Employees say: “Partners truly care for each other. We care about society and others.”


361 Capital

Headquarters: Denver

AUM: $1.1 billion as of June 30

Employees: 22

Years won: 2016-2020

Popular perks: Offers a minimum of 16 hours of paid time off to give back to the community, which can include participating in a build day with Habitat for Humanity or planning and hosting the annual Travis Manion Foundation’s 9/11 Heroes Run Denver.

Employees say: “Everyone has input on the direction of the firm and everyone's opinion is taken into account. Everyone feels like they have an impact in what they do on a daily basis.”


AAM Insurance Investment Management

Headquarters: Chicago

AUM: $28 billion as of June 30

Employees: 47

Years won: 2017-2020

Popular perks: In response to COVID-19, employees were provided with an additional 10 sick days this year and the work from home policy was expanded.

Employees say: “The ability for each employee to contribute to the success of the organization through innovation and idea generation is very compelling.”


Aetos Alternatives Management

Headquarters: New York City

AUM: $8.9 billion as of June 30

Employees: 33

Years won: 2020

Popular perks: Has an uncapped matching donation program for COVID-19 and social justice initiatives and gives employees additional leave to volunteer for those causes.

Employees say: “Senior management is incredibly approachable and interesting. Every time I am in a meeting with our CIO or deputy-CIO, I learn something.”


ASB Real Estate Investments

Headquarters: Bethesda, Md.

AUM: $7.3 billion as of June 30

Employees: 47

Years won: 2019-2020

Popular perks: During the pandemic, the firm launched virtual breakout sessions, giving employees an opportunity to discuss current topics of interest to them, personally and professionally.

Employees say: “I like that the company does not get involved in the world's political views but communicates to its employees the world's social issues.”


Balentine

Headquarters: Atlanta

AUM: Not available

Employees: 37

Years won: 2012, 2015-2020

Popular perks: Provides “Study PTO,” which is additional paid time off to be used for studying ahead of exams for qualifying continuing education efforts.

Employees say: “During COVID, senior management has checked in with me multiple times and even sent customized gift baskets to each person with a handwritten note from the CEO and chairman.”


Belle Haven Investments

Headquarters: Rye Brook, N.Y.

AUM: $12.4 billion as of June 30

Employees: 35

Years won: 2018-2020

Popular perks: To lighten the mood and have fun, the firm hosts themed dress-up days, such as pajama day or a decades-themed day, along with a holiday ugly sweater contest and Halloween costume party.

Employees say: “The organization does an excellent job of making everyone feel like they are all part of the same team working toward the same goal together.”


Capital Investment Cos.

Headquarters: Raleigh, N.C.

AUM: Approximately $6.5 billion as of June 30

Employees: 42

Years won: 2017-2020

Popular perks: To build morale, provides employees with catered lunches on special occasions or whenever it deems necessary.

Employees say: “No one is micromanaged, so work can be done primarily at own pace as long as it meets the deadline.”


Cardinal Investment Advisors

Headquarters: Chicago

AUA: $246 billion as of June 30

Employees: 39

Years won: 2015-2020

Popular perks: In light of shelter-in-place requirements this year, the firm sent all employees gift cards for take-out or delivered dinner to their families.

Employees say: “Not only does this firm provide great benefits and a great working environment, they continue to seek out additional benefits that employees desire in order to continue to make this a great place to work.”


Crossmark Global Investments

Headquarters: Houston

AUM: $4.9 billion as of June 30

Employees: 44

Years won: 2018-2020

Popular perks: Partners with Mission of Hope Haiti for an annual weeklong service trip in Haiti.

Employees say: “They have great leadership and community among employees. They care about clients and have a heart for philanthropy.”


Elion Partners

Headquarters: Miami

AUM: $1.5 billion as of June 30

Employees: 21

Years won: 2020

Popular perks: Occasionally, following a busy, well-executed week, the firm will break early on Fridays to give team members more time with their families and to reward a week well spent.

Employees say: “All the employees are actually friends and have fun while working very hard. I think that every employee is challenged but also valued for what they bring to the team.”


GarciaHamilton & Associates

Headquarters: Houston

AUM: $16 billion as of June 30

Employees: 35

Years won: 2016-2020

Popular perks: Sent deliveries of surprise cookies, chocolate-covered fruit, or cupcakes to the office and special deliveries to the homes of employees working remotely.

Employees say: “Promotes diversity and allows opportunities to grow in your role.”


intellicents

Headquarters: Albert Lea, Minn.

AUM: Approximately $4 billion as of June 30

Employees: 39

Years won: 2020

Popular perks: Typically closes at noon on Fridays during the summer.

Employees say: “The employees are provided with regular updates on ‘the state of intellicents.’ Our mission is clear and leadership walks the walk.”


LeafHouse Financial

Headquarters: Austin, Texas

AUM: $9.5 billion as of Dec. 31, 2019

Employees: 20

Years won: 2020

Popular perks: Is flexible toward employees’ needs, whether it’s switching to a standing desk or offering flexible working hours.

Employees say: “The company recently took the whole firm to San Diego as a reward for a job well done. Who does that? We rented a sailboat and had a great time.”


Lyrical Partners

Headquarters: New York City

AUM: Approximately $7 billion as of June 30

Employees: 28

Years won: 2020

Popular perks: Holds fun and competitive parties in the firm’s lounge. Last year, the lounge furniture was replaced with table tennis equipment, and world champion tennis instructors conducted a tournament for the firm.

Employees say: “Encourages every employee to bring their entire self to work. Looks at the employees as fully functioning human beings where work is a very important and essential part of who we are, but not the only part.”


McKinleyCapital Management

Headquarters: Anchorage, Alaska

AUM: $3.8 billion as of June 30

Employees: 34

Years won: 2020

Popular perks: Promotes a healthy lifestyle and work-life balance by providing employees with a paid membership to the fitness center in the firm’s Anchorage office building.

Employees say: “Freedom to engage and express ourselves out of the circle and limitations of regular job duties.”


Ninety One North America

Headquarters: New York City

AUM: $145.4 billion as of June 30

Employees: 47

Years won: 2020

Popular perks: Expanded its matching gift program to include COVID-19 recovery and racial equality initiatives.

Employees say: “The CEO knows every person's name. It is the type of firm that provides opportunity for people to think outside of the box and implement what others may consider crazy ideas.”


Palladium Equity Partners

Headquarters: New York

AUM: Approximately $3 billion as of June 30

Employees: 48

Years won: 2020

Popular perks: Since the onset of the COVID-19 crisis, the firm’s employees have donated about $500,000 to three charities supporting first responders and homebound New Yorkers.

Employees say: “Palladium has a culture that makes the entire office and each team feel like a family. The trust and ability to rely on one another to get work done is second to none.”


PughCapital Management

Headquarters: Seattle

AUM: $8.4 billion as of June 30

Employees: 24

Years won: 2018-2020

Popular perks: Promotes work-life balance for parents through flexible schedules in which the employee is encouraged to focus on managing and completing the work, rather than putting hours on the clock.

Employees say: “Everyone is helpful toward one another and working here is fun. I feel valued and free to voice my opinion.”


River and Mercantile

Headquarters: Waltham, Mass.

AUM: $54.5 billion as of June 30

Employees: 39

Years won: 2019-2020

Popular perks: Even before COVID-19, the firm has permitted employees to move to various locations and work remotely.

Employees say: “There is a lot of variety in the work I get to do and I have the freedom to experiment with how things are done, which is very fulfilling.”


Shelton Capital Management

Headquarters: Denver

AUM: $2.8 billion as of June 30

Employees: 32

Years won: 2020

Popular perks: To encourage a relaxed atmosphere, the firm permits employees to bring their pets into the office.

Employees say: “All the individuals in a management position hear their employees and do their best to create an environment where everyone wants to do their best work.”


Spectrum Investment Advisors

Headquarters: Mequon, Wis.

AUA: $2.5 billion as of June 30

Employees: 24

Years won: 2017, 2019-2020

Popular perks: Provides all employees with the opportunity to go to at least one Bucks game and one Brewers game per season with a guest or guests of their choice.

Employees say: “Some of the most fun conversations happen over lunch when almost everyone eats at the same time and all at a couple of tables.”


Star Mountain Capital

Headquarters: New York City

AUA: $1.3 billion as of June 30

Employees: 34

Years won: 2019-2020

Popular perks: Provides employees with the opportunity and flexibility to participate in charitable endeavors via the Star Mountain Charitable Foundation or other philanthropic organizations.

Employees say: “Strong sense of alignment within a fun culture of motivated professionals.”


WEDGECapital Management

Headquarters: Charlotte, N.C.

AUA: $9.6 billion as of June 30

Employees: 45

Years won: 2020

Popular perks: Puts on lighthearted competitions, such as salsa and chili cooking contests, where the firm covers the cost of grocery supplies to encourage participation.

Employees say: “The complete focus on people and constant effort to improve the environment for them to flourish makes this company a very special place.”


Xponance

Headquarters: Philadelphia

AUA: $10.8 billion as of June 30

Employees: 42

Years won: 2020

Popular perks: Pre-pandemic, sponsored holiday meals in the office at least twice a year, such as the Monday before Thanksgiving and around Christmas or Easter.

Employees say: “We have implemented a monthly virtual game lunchtime and a monthly virtual book club. We have actually grown closer as a firm during this pandemic.”