Source Advisors reviews

2.9

39% would recommend to a friend

(16 total reviews)

Tim Whipple

Not enough data to show CEO approval

39% positive business outlook

Source Advisors has an employee rating of 2.9 out of 5 stars, based on 16 company reviews on Glassdoor which indicates that most employees have an average working experience there. The Source Advisors employee rating is 22% below average for employers within the Financial Services industry (3.7 stars).

Reviews by job title

16 reviews
3.0
Nov 14, 2025

Account Manager

Recommend
CEO approval
Business Outlook

Pros

Remote job. Easy work. Nice people.

Cons

Lots of uncertainty, chaotic, not organized

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Source Advisors Response
1w
While we recognize there were periods of significant change, we have taken steps to improve organizational structure, communication, and planning to better support our employees moving forward. We appreciate your perspective, as employee feedback helps us identify opportunities for improvement. We wish you the best in your future endeavors.
3.0
May 15, 2025
Recommend
CEO approval
Business Outlook

Pros

Flexible work. Was able to work from home. Paid fairly well.

Cons

Company went through too many restructures and struggle due to political and economic factors. Leadership wasn’t the best at developing

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Source Advisors Response
1w
We also appreciate your feedback regarding leadership development. Investing in our leaders and providing employees with opportunities for growth and career development are important priorities, and we continue to evaluate ways to improve in these areas. Feedback such as yours helps us identify opportunities to strengthen our organization and the employee experience. We appreciate the time you spent with the company and wish you continued success in your career.
1.0
Apr 3, 2025

No real plan

Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

Base pay was higher than average

Cons

Everything is just throw at a wall and see what sticks

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Source Advisors Response
1w
Since 2024, we have implemented significant leadership and organizational changes aimed at strengthening communication, support, and the overall employee experience. Your feedback plays an important role in helping us continue to evolve. We wish you the best in your future endeavors.
Viewing 1 - 3 of 16 Reviews

Glassdoor has 16 Source Advisors reviews submitted anonymously by Source Advisors employees. Read employee reviews and ratings on Glassdoor to decide if Source Advisors is right for you.