Adviser Investments hosts a variety of summer outings, social events such as an incredible holiday party with live music and great food, and partner barbecues. Employees receive generous health care coverage for themselves and their families and profit-sharing contributions to their 401(k) plans. The firm also offers in-house seminars, weekly meditation and mentoring programs for associates.

During the pandemic, employees have been encouraged to work from home and the firm put in place daily Zoom lunch for all employees.