15-29 EMPLOYEES

20

CIC Wealth

Employees 15 | Firm Type RIA | CEO Ryan Wibberley | Location Rockville, Maryland | Primary Custodian Schwab Advisor Services |

The firm’s executives are proud to give employees a lot of say in how things are run. In recent years, the firm transitioned from an independent broker-dealer model into an RIA. Part of this evolution involved employee-run committees, placing the responsibility of redesigning work processes and coming up with solutions in the hands of employees. CIC Wealth provides in-office lunches, outside activities like happy hours, and an environment that promotes professional growth.

Due to the pandemic, the firm allows anyone to work from home if they feel more comfortable doing so.