Apply: Best Workplaces in Money Management 2026

Financial Planning has opened applications for its 2026 Best Workplaces in Money Management program, inviting U.S.-based asset managers with at least 10 employees to register. Staff must complete individual surveys by 11:59 p.m. Eastern on Aug. 28, 2026. Participating firms will be considered for a list of honorees to be published in the fall.

The program targets organizations that manage investable assets for institutional investors and that maintain a physical facility in the United States. Eligible firms must have been in business at least one year and employ a minimum of 10 full-time or part-time U.S. staff. Both for-profit and not-for-profit entities may apply.

Companies must register on Financial Planning’s site for their employees to access the online survey. The individual questionnaire asks staff to describe the workplace environment and the benefits offered by their employer. Only completed surveys submitted by the Aug. 28 deadline will be counted toward a firm’s eligibility for recognition.

Financial Planning runs a separate survey for registered investment advisers under its Best RIAs to Work For program. The Best Workplaces in Money Management list has been published in prior years; past honorees have included Bailard and Dana Investment Advisors. Results and the full roster of 2026 honorees will be announced this fall.