Private Vista Named an InvestmentNews 2024 Best Places to Work for Financial Advisors

By Nicole Young on April 17, 2024

Best Place to Work for Financial Advisors 2024 Winner

CHICAGO, IL – April 17, 2024 – Private Vista LLC has earned the distinction of being ranked one of InvestmentNews’ Best Places to Work for Financial Advisors for 2024!

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, an organization must:

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) have a minimum of 15 full- or part-time employees working in the US (all employees in the company should be included in the employee count, not just in the financial advising department); and

4) be in business for a minimum of one year.

Next, employers completed an in-depth questionnaire and employees were given the opportunity to offer their honest feedback by taking part in a company-wide survey. Once both portions of the assessment were complete, the InvestmentNews team analyzed the data to determine if an organization had what it takes to be the “best.”

To ensure credibility, organizations having 15–24 employees must have an 80 percent or better response rate on the employee survey.

To read more about this achievement, please view the results on InvestmentNew’s website.

Private Vista, LLC is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC (member FINRA and SIPC). Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC.

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