Join MMI

Money Management Institute (MMI) is the national organization for the advisory solutions industry, representing asset management firms, sponsors of advisory solutions programs, and associated technology and service vendors. MMI serves as a forum for the industry's leaders to address common concerns, discuss industry issues and work together to better serve investors.

Join MMI - Details

Our member firms collectively represent 95% of advisory solutions industry assets and include:
  • Broker-dealers and other sponsor firms offering comprehensive advisory solutions to individual investors, foundations, retirement plans and trusts
  • Asset management firms and product manufacturers offering fee-based advisory solutions, including SMAs, mutual funds, ETFs and alternative investments
  • Turnkey asset management providers (TAMPs) providing advisory solutions platforms to broker-dealers and RIAs
  • Solutions Providers offering products and services to advisory solutions sponsor firms and asset managers
  • Other firms that provide-long term services to advisory solutions sponsor, manager and/or solutions provider firms (e.g., industry consultants and research firms, executive search firms, etc.)

Collectively, MMI member firms represent 95% of advisory solutions industry assets.

Please note that MMI membership is at the corporate level. All associates of member firms are eligible to participate as members. Membership is not available to individual investment advisors or investors.

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