For Immediate Release: March 4, 2021 San Diego CA – HoyleCohen LLC has earned the distinction of being ranked one of InvestmentNews’ Best Places to Work for Financial Advisers for 2021! We are proud to have been included among these top-notch firms this year and more importantly to work for a company that prioritizes employee satisfaction, continued professional growth and unparalleled client service.
Each year, InvestmentNews recognizes standout employers in the financial advice industry. These firms, ranging from small practices with fewer than 20 people to large companies with hundreds, invest in creating a work atmosphere and culture that attracts the best employees. The annual list of top firms is compiled by Best Companies Group through online employee and employer surveys. The collected information is combined to determine the strengths of each of the firms that voluntarily participate in the program and each workplace is ranked on this data.
Now in its fourth year, the InvestmentNews 2021 Best Places to Work for Financial Advisers program showcases financial advice businesses that create supportive work environments for all their professionals. It is from these encouraging foundations that advice firms can provide high quality and personalized investment and financial planning for clients. To check out all of the winners, click here.
Read more at Investment News
About HoyleCohen LLC:
HoyleCohen is a San Diego-based wealth management firm that offers financial planning and investment services. Founded in 2001 with two decades of prior history, HoyleCohen helps its clients make financial decisions by employing a holistic planning process which starts with understanding their life goals. HoyleCohen helps its clients by building trusted long‐term relationships, designing and implementing wealth solutions, and providing objective advice without conflicts or hidden agendas.
Methodology and Disclosures provided by Investment News:
Each year, this project is conducted in partnership with employee survey firm Best Companies Group. Winners are selected from a two-part survey completed by employers and employees. Employers report their organization’s workplace policies, practices and demographics, and employees complete a survey designed to measure the employee experience. Scores from the employee survey represent three-quarters of the weight of the final rankings. To qualify as one of InvestmentNews Best Places to Work for Financial Advisers, an advice firm must have at least 15 employees and have been in business for one year. There is no charge to register.
Additional Disclosures: HoyleCohen applied for this award, and the information for the ranking was compiled by HoyleCohen and may or may not be verified by Best Companies Group. The award should not be viewed as representative of any one clients or employees experience and should not be taken as an indication of performance by HoyleCohen and any of its clients. Neither HoyleCohen nor any of its employees were required to be a member of an organization to be eligible to receive this award. HoyleCohen did not pay a fee to apply for this award. However, the firm does purchase goods or services from the publisher of the award, such as subscriptions to the publication.
