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InvestmentNews has recognized Private Ocean as a 2020 Best Places to Work for Financial Advisers for the third year in a row. The firm was chosen as one of this year’s top-75 firms based on employer and employee surveys, evaluating company culture, benefits, career paths, and more. Read the announcement online at

“We take great pride in being recognized again as a ‘Best Place to Work’ for advisors,” said Greg Friedman, CEO at Private Ocean. “Our culture is at the heart of everything that we do, and we always strive to inspire our team to find new ways to work together. We are proud to be included on such a prestigious list.”

Now in its third year, InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to compile the survey and recognition program.

“We are thrilled to identify, and commend, these 75 firms that understand the importance of a strong workplace culture,” said George Moriarty, InvestmentNews chief content officer. “They are role models to the industry, in that they empower advisers to focus on delivering exceptional service to their clients.”

Private Ocean is highlighted in the April 27th issue of InvestmentNews and at


InvestmentNews is the leading source for news, analysis and information essential to the financial advisory community. Since 1998, their standard of editorial excellence and deep industry knowledge has allowed InvestmentNews to educate, inform and engage the most influential financial advisers. Through their weekly newspaper, website, newsletters, research, events, videos and webcasts, InvestmentNews  provides exclusive and up-to-the-minute news, as well as actionable intelligence, that empowers financial advisers to serve their clients and run their businesses more effectively whenever, however and wherever they need it. Headquartered in New York, with offices in Chicago and Washington D.C., InvestmentNews is part of London-based Bonhill Group plc. Learn more at