March 8th, 2024
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Zuckerman Investment Group Named #5 Best Places to Work for Financial Advisors in the USA by InvestmentNews

March 8th, 2024 – Zuckerman Investment Group, an independent wealth management firm based in Chicago, IL, is proud to announce it has ranked 5th in the 2024 InvestmentNews Best Places to Work for Financial Advisors for firms with 15-29 employees in the USA. This is the 3rd year the firm has been recognized for this award.

InvestmentNews conducted an in-depth research study in partnership with Best Companies Group to identify and showcase the industry’s top performers. Through this assessment, Zuckerman Investment Group was identified as a distinguished contributor to the industry.

“Being recognized as a Best Place to Work for Financial Advisors for another year is a testament to our core values and all our employees that embody them every day: put clients first, do the right thing, no task is too small, be kind and caring, get better every day, and passion.” said Daniel Zuckerman, Partner & CEO of Zuckerman Investment Group.  

The firm’s core values hang in a high-traffic hallway at their office

The award also emphasizes the firm’s commitment to workplace culture, benefits, career paths, and work life balance.

“The 2024 winners recognize the importance of offering more than just compensation and implement innovative strategies to retain and enable their employees to be exceptional,” stated InvestmentNews.

To learn more about the InvestmentNews 2024 Best Places to Work for Financial Advisors, please click here.

Source: InvestmentNews

Methodology for InvestmentNews Best Places to Work

To find and recognize the Best Places to Work for Financial Advisors, InvestmentNews and Best Companies Group first invited organizations to participate by filling out an employer form, which asked companies to explain their various offerings and practices. To be eligible (1) Be a registered investment adviser (RIA), affiliated with (but not an employee of) an independent broker dealer (IBD), or a hybrid/dually registered firm affiliated with an IBD and doing business through an RIA; (2) Be based in the US; (3) Must have a minimum of 15 full or part-time employees working in the US (Please note: All employees in your company should be included in your employee count, not just your financial advising department); (4) Must be in business for a minimum of 1 year. 

About Zuckerman Investment Group

Zuckerman Investment Group is a boutique investment management firm located in Chicago, IL, that specializes in providing financial counseling and customized investment portfolios to multi-generational families, business owners, business executives, and young professionals.