Member Benefits | Money Management Institute

MMI unites wealth managers, asset managers, and solutions providers in a thriving ecosystem built on real relationships, advisor needs, and meaningful discourse.

Why Become a Member of MMI

For more than 25 years, MMI has nurtured a vibrant, member-led ecosystem that mirrors the vast and evolving investment landscape. It’s a place where wealth managers, asset managers, and solutions providers come together, not just as professionals, but as collaborators, to foster meaningful relationships and the open exchange of ideas.

Through industry-leading events, professional development programs, peer networks, thought leadership, and advocacy initiatives, MMI empowers its members
to participate with intent, solve together, and think forward. Together, they tackle the industry’s toughest challenges, forge lasting relationships, and foster continued growth to ensure strength and resilience for years to come.

Let’s Build the Future Together – Activate Your Membership Now

As a member, you gain access to exclusive insights and resources created to help you and your organization activate the industry. From members-only research and data to conferences, communities, and professional development programs, MMI connects you with the people, ideas, and opportunities shaping the future of investment advice.

What Firms Belong to MMI?

MMI is purpose-built to connect firms, shape best practices, and drive progress in investment advice. It serves as a vital bridge for the industry – representing 95% of investment advisory solutions assets and uniting diverse voices around a common goal.

With over 200 member firms and 12,000+ engaged professionals, MMI brings together the full spectrum of the advisory solutions industry. Our membership includes established and emerging asset managers, wealth management organizations of every model, and leading solutions providers offering technology, platforms, and services. A full list of our membership can be found here.