For Advisors

CIC Wealth offers a partnership culture and positive firm reputation, with an easy to understand compensation model (with attractive payouts). Advisors have complete ownership of their book and CIC Wealth offers succession planning (Option for built-in succession plan) and transition strategy with full transition support when you come on board. Our advisors have access to a suite of solutions not commonly available through other firms.

Our administration and infrastructure support is aimed at helping our advisors grow their book of business. CIC Wealth offers access to an experienced local management team that is focused on client acquisition, world class back-office support, and marketing. Full-time, experienced administrative support is provided, allowing you to focus on your clients. We also offer cutting edge technology, Class A office space with on-site gym and café. In addition, we provide team support for those who need a flexible work schedule.

CIC Wealth was named one the Best Places to Work for Financial Advisers nationwide by InvestmentNews for the sixth year in a row, 2018, 2019, 2020, 2021, 2022 and 2023. The InvestmentNews Best Places to Work for Financial Advisers project highlights employers of the financial advice industry. These firms, ranging from small practices with fewer than 20 people to large companies with hundreds were voluntarily surveyed. The inaugural list of 75 top firms was created by Best Companies Group through online employee and employer surveys. The collected information is combined to determine the strengths of each of the firms that voluntarily participate in the program and each workplace is ranked on this data. The 75 organizations that made the cut scored the highest all around when evaluating their internal human resource practices and policies and employees were surveyed. The assessment focuses on a number of key areas, including the quality of leadership, pay and benefit practices and work-life balance issues. InvestmentNews also looked at how firms valued diversity and inclusion among their ranks. InvestmentNews eligibility requirements: Be a registered investment adviser (RIA) or affiliated with (but not an employee of) an independent broker-dealer (IBD) or be a hybrid/dually-registered firm affiliated with an IBD and doing business through an RIA. Note: Firms should directly provide financial advice to households or organizations. Be in business for a minimum of one year. Have a minimum of 15 full-time employees. Learn more at


To learn more about the InvestmentNews 2019 50 Best Places to Work for Financial Advisers, please go to

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