Rothschild Wealth Partners is excited to announce its inclusion on Financial Planning’s 2024 Best RIAs to Work For list.
“We are delighted to be named one of the Best RIAs to Work For,” said Phil Johnson, President and Partner of Rothschild Wealth Partners. “At Rothschild, we believe that investing in the health and happiness of our employees not only enriches their lives but also enhances the service we provide to our clients.”
Rothschild Wealth Partners was recognized for its commitment to employee health and wellness, including offering gym membership reimbursement. This benefit underscores the firm’s dedication to promoting a healthy work-life balance and supporting the physical well-being of its team members.
The Best RIAs to Work For awards, conducted by Financial Planning in partnership with Best Companies Group, identify top registered investment advisory (RIA) firms in the United States that excel in employee satisfaction and workplace excellence. The selection process involves a detailed evaluation of workplace policies and an employee feedback survey.
Editor-in-Chief of Financial Planning, Brian Wallheimer, emphasized the value of workplace innovation, stating, “These RIAs are shining examples of the ways in which workplace culture, benefits, pay, and so much more can positively impact employees. It’s clear that these firms love their employees, and the employees love them back.”
For more information on Financial Planning’s Best RIAs to Work For program, visit https://www.financial-planning.com/list/the-52-best-rias-to-work-for
About Rothschild Wealth Partners
Originally founded in Chicago in 1908, Rothschild Wealth Partners – formerly known, respectively, as Rothschild Investment LLC and Sentinus LLC – is a high-touch, independent financial advisory firm focused on service and creative thinking. The team provides personalized wealth and life management solutions focusing on disciplined portfolio management. Rothschild Wealth Partners serves affluent individuals, multi-generational families, couples nearing retirement, and businesses with investment, tax strategies, and comprehensive financial planning knowledge.
2025 – Best 52 RIAs to Work For. Financial Planning.com and Best Companies Group (“Best Companies”) accepted applications from any RIA registered with the SEC — whether for-profit or nonprofit — that met three conditions: Each firm must have at least 10 employees in the United States, must have a facility within the country and must have been in business for at least one year. Each applicant was rated on leadership, culture, pay and benefits, training, work environment, engagement, communications and other factors. Additionally, Financial Planning.com and Best Companies evaluated each firm’s workplace policies, practices, benefit programs, philosophy, systems and demographics. Financial Planning.com and Best Companies combined their measurements from the survey and evaluation to calculate an overall score for each firm. The list does not evaluate the quality of services furnished to clients. Neither Rothschild Wealth Partners nor its Wealth Managers paid a fee to Financial Planning.com or Best Companies.
