Founded in 1922, the financial advisory firm serves more than 8 million clients and has 54,000 associates across the U.S. and Canada. Client assets total $2.2 trillion.
Employee Recognition: In each region, a financial advisor and branch office administrator win the Ted Jones Spirit Award for exemplifying the values, culture and spirit of giving back. Peers choose winners, who receive medallions embossed with Ted’s image.
DEI Efforts: The firm committed to the following human capital aspirations in the U.S. and Canada by the end of 2025: 20% people of color and gender parity among leaders in the firm’s U.S. and Canada headquarters; 15% people of color and 40% women among U.S. and Canadian home office general partners; and 15% people of color and 30% women among U.S. and Canadian financial advisors.
Resource Groups: The firm has 12 business resource groups representing various races, ethnicities, lived experiences and interests, including interfaith, military-veteran, LGBTQ+ and allies, remote connections and green.