New York, NY (Dec. 8, 2025) – Strategic Retirement Partners was recognized in the 2025 Best Places to Work in Money Management awards announced by Pensions & Investments today.
Presented by Pensions & Investments, the global news source of money management and institutional investing, the 14th annual survey and recognition program is dedicated to identifying and recognizing the best employers in the money management industry.
At Strategic Retirement Partners, our “secret sauce”, the blend of exceptional people, disciplined processes, and purposeful technology, has fueled a decade of growth and impact. As we celebrate our 10‑year anniversary, we continue to invest in a culture of ownership and care: more than half of our professionals are shareholders, and our benefits are designed to support whole‑person well‑being. We pair that employee experience with a client‑first mindset that stives to help plan sponsors strengthen fiduciary governance and improve outcomes for employees and individual investors nationwide.
“As their employees attest, the companies named to this year’s Best Places to Work list demonstrate a commitment to building and maintaining a strong workplace culture,’’ said P&I Editor-in-Chief Julie Tatge. “In doing so, they’re helping their employees, clients and their businesses succeed.’’
“Our people, processes, and technology have been the backbone of SRP since day one. Marking our ten‑year anniversary, and our sixth consecutive year on Pensions & Investments’ Best Places to Work list, is really a celebration of how those elements work together, and why they’ll keep propelling us forward for clients and employees alike. We’ll continue our relentless effort on behalf of our advisors, offices, and those whom they support.” – Deane Mayerhofer, Co-founder
Pensions & Investments partnered with Workforce Research Group, a research firm specializing in identifying great places to work, to conduct a two-part survey process of employers and their employees.
The first part consisted of evaluating each nominated company’s workplace policies, practices, philosophy, systems and demographics. This part of the process was worth approximately 20% of the total evaluation. The second part consisted of an employee survey to measure the employee experience. This part of the process was worth approximately 80% of the total evaluation. The combined scores determined the top companies.
For a complete list of the 2025 Pensions & Investments’ Best Places to Work in Money Management winners and profiles of the top firms across size categories, go to http://www.pionline.com/BPTW2025
About Strategic Retirement Partners
Strategic Retirement Partners (SRP) is an independent, privately held retirement plan consulting and wealth management firm with more than 130 professionals across 34 offices nationwide. Founded in 2015, SRP advises on 1,376 retirement plans totaling $24.64 billion (as of July 1, 2025), and supports hundreds of thousands of employees through fiduciary guidance, investment diligence, and personalized education. SRP delivers services through its SEC‑registered RIA, WELLth Advisory Services, and has attained Investment Advisor Certification from the Centre for Fiduciary Excellence (CEFEX).
About Pensions & Investments
Pensions & Investments, owned by Crain Communications Inc., is the 52-year-old global news source of money management and institutional investing. P&I is written for executives at defined benefit and defined contribution retirement plans, endowments, foundations, and sovereign wealth funds, as well as those at investment management and other investment-related firms. Pensions & Investments provides timely and incisive coverage of events affecting the money management and retirement businesses. Visit us at www.pionline.com.
Strategic Retirement Partners has attained Investment Advisor Certification from the Centre for Fiduciary Excellence (CEFEX) for Investment advisory and investment manager services.. CEFEX and LPL Financial are separate entities.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through WELLth Advisory Services, LLC, dba Strategic Retirement Partners (SRP), an SEC Registered Investment Advisor. WELLth Advisory Services, LLC and Strategic Retirement Partners (SRP) are separate entities from LPL Financial.
WELLth Advisory Services, LLC employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of WELLth Advisory Services, LLC; or (2) solely investment adviser representatives of WELLth Advisory Services, LLC. Although all personnel operate their businesses under the name Strategic Retirement Partners (SRP), they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.