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About MMI

Connecting the Investment Advice and Solutions Industry.

Established in 1997, the Money Management Institute (MMI) is the industry association representing financial services firms that provide financial advice and investment advisory solutions to investors.

Our Mission

MMI is driven by our promise of increasing connections, knowledge, and growth for our members. We are dedicated to fostering professional relationships, sharing experiences, and expanding the industry’s influence through advocacy and education. 

MMI offers premier professional development programs, specialized curriculums, and facilitates peer-to-peer connections through our communities and conferences. As part of our longstanding commitment to diversity and inclusion, the Gateway Foundation provides clear pathways to entry and career advancement in the financial services industry for historically excluded and underrepresented groups. 

MMI Overview

MMI is uniquely focused on firms that provide financial advice and investment advisory solutions. We are driven by our mission to foster professional relationships, share knowledge and experiences, and advance the industry through advocacy and innovation.


Member Firms

Our member firms collectively represent 95% of advisory solutions industry assets and include asset managers, wealth managers and solutions providers.



MMI members are the wealth managers, asset managers, and solutions providers that are shaping the future of investment advice—from some of the largest financial institutions in the world to emerging innovators and new entrants.


Years of Leadership

Established in 1997 we are proud to celebrate 25 years of empowering our members with the education resources, engagement opportunities, and actionable insights they need to shape the Future of investment advice.