Member Benefits
Member Benefits

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Welcome to MMI

The Community Shaping the Future of Investment Advice

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Diversity, Equity & Inclusion

MMI is committed to accelerating the progress of diversity, equity & inclusion in the financial services industry in collaboration with our member firms, via our DE&I Community, and through the Gateway Foundation.

The Gateway Foundation is a non-profit organization established by MMI to engage underrepresented communities in the financial services industry. We are clearing the path for a more inclusive future through our strategic initiatives, Opening Doors Events, Awards, Fundraising, MMI Career Connect and by fostering industry dialogues with leading voices for change.

THE VALUES THAT DRIVE OUR MEMBERSHIP

As a member-led network representing 95% of advisory solutions assets, our values reflect
how MMI’s members come together to advance the industry.

Professional Development programs listed: Academy, Leadership Pathway, Executive IQ

Professional Development

MMI’s Professional Development programs prepare members by combining real-world application with impactful learning and meaningful relationship-building. Built to support every stage of your career, each experience is designed to foster both professional growth and lasting connections, from emerging talent to senior leadership.

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OUR MEMBERS SAY IT BEST

Eric Koestner

Eric Koestner

Edwards Jones

Reflects on how MMI fosters bold leadership and innovation in the industry.

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Joseph Grogan

WisdomTree

Discusses how MMI’s offerings help them stay current on emerging industry developments.

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Sebastian Mitchell

T.Rowe Price

Reflects on the impact Executive IQ has had on his leadership journey.

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MMI Partners

2025 Titanium Partner

2025 Platinum Partner

2025 Platinum Partner

2025 Platinum Partner

2025 Platinum Partner

2025 Platinum Partner

2025 Cobalt Partner

2025 Cobalt Partner

2025 Cobalt Partner

READY TO 
ACTIVATE 
YOUR 
MEMBERSHIP?

MMI membership is at the corporate level—if your firm is a member, you’re eligible to unlock access to member only programs, communities, and resources that connect you to the conversations shaping the future of investment advice.

Check if your firm is already a member.

Don’t see your firm listed?

Learn more about MMI's Member Benefits.

Want to Join Now?

Contact, Chief Membership Officer, Arlen Oransky at aoransky@mminst.org or 646.868.8505.