Zuckerman Investment Group Named a 2025 Best Place to Work for Financial Advisors in the USA by InvestmentNews

CHICAGO, March 27, 2025 /PRNewswire/ -- Zuckerman Investment Group, a family-owned and independent wealth management firm based in Chicago, is proud to announce that it has been named one of the 2025 Best Places to Work for Financial Advisors in the United States (1-99 employee category) by InvestmentNews. This marks the fourth year the firm has earned this recognition. 

InvestmentNews conducted a thorough survey of firms across the industry, evaluating several metrics including what they offer employees in terms of compensation, culture, employee benefits, and DEI. Zuckerman Investment Group stood out as a top performer, recognized for its exceptional contributions to the industry. 

"We are honored to once again be recognized as a Best Place to Work for Financial Advisors," said Daniel Zuckerman, Partner & CEO of Zuckerman Investment Group. "This award is a testament to our dedicated team and the strong culture we have fostered around our core values: Put Clients First, Do the Right Thing, No Task is Too Small, Be Kind and Caring, Get Better Everyday, & Passion." 

Zuckerman Investment Group offers employees a supportive work-life balance, flexible career paths aligned with their passions, and direct access to senior leadership. The firm also fosters a positive environment through initiatives such as birthday lunches, anniversary celebrations, and more. 

To learn more about the InvestmentNews 2025 Best Places to Work for Financial Advisors award, please click here. 

Methodology 

To find and recognize the Best Places to Work, InvestmentNews invited organizations to participate by filling out an employer form, which asked companies to explain their various offerings and practices. Next, employees from nominated companies were asked to fill out an anonymous form evaluating their workplace on a number of metrics, including benefits, compensation, culture, employee development, and commitment to diversity and inclusion. To be considered, each organization had to reach a minimum number of employee responses based on its overall size. Organizations that achieved an 80 percent or greater average satisfaction rating from employees were named Best Places to Work of 2025. 

About Zuckerman Investment Group 

Zuckerman Investment Group is a family owned and independent wealth management firm based in Chicago, IL. Established in 2005 by its founders Daniel Zuckerman and Sherwin Zuckerman, today the firm has grown to oversee $1.7 billion in AUM, spanning over 300 families and individuals across multiple generations.

Contact Information

https://zuckermaninvestmentgroup.com/
[email protected]
(312) 948-8000

SOURCE Zuckerman Investment Group