5.019 Apr 2026Wealth advisorFormer employee, more than 5 yearsChicago, ILRecommendCEO approvalBusiness outlookProsGreat growth opportunity and trajectoryConsNot much team culture nor comraderieShow more
5.015 June 2026Associate wealth advisorCurrent employee, more than 1 yearScottsdale, AZRecommendCEO approvalBusiness outlookProsTremendous culture, unmatched capabilities, great growth trajectoryConsPolitics can be hard to navigateShow moreHelpfulShare
4.04 June 2026Senior analystFormer employeeOverland Park, KSRecommendCEO approvalBusiness outlookProsGreat benefits, office, and people generallyConsRudderless CEO, mostly focused on acquisitionsShow moreHelpfulShare