MMI Member Firms

  • 1251 Capital Group
  • AB (Alliance Bernstein)
  • ACA Compliance Group
  • Advisor Group
  • Advisors Asset Management
  • AIG
  • Allianz Global Investors
  • Altegris
  • American Century Investments
  • American Funds
  • Ameriprise Financial Services
  • AMG Funds
  • Amundi US
  • Anchor Capital Advisors LLC
  • Angel Oak
  • Archer
  • Aristotle Capital Management
  • Artivest
  • Ashmore
  • AssetMark
  • Axos Capital
  • Baillie Gifford International
  • Baird
  • Barings
  • BBVA
  • BlackRock Financial Management, Inc.
  • Blackstone
  • Bluerock Capital Markets
  • BNY Mellon
  • Brandes Investment Partners, L.P.
  • Brighthouse Financial
  • Broadmark Asset Management
  • Broadridge Financial Solutions
  • Brookfield Asset Management
  • Cadre
  • CAIS Group
  • Central Park Group
  • Cerulli Associates
  • Charles River Development
  • Charles Schwab & Co., Inc.
  • Clark Capital
  • Cohen & Steers Capital Management
  • Columbia Threadneedle Investments
  • Confluence Investment Management
  • Conversus
  • Cowen Investment Management
  • Crossmark Global Investments
  • Dakota
  • Delaware Funds by Macquarie
  • Deloitte
  • Deutsche Bank
  • Dreyfus Investments
  • DTCC
  • Dyal Capital
  • Eaton Vance
  • Edward Jones
  • Envestnet
  • EQT
  • Equitable
  • Eversheds Sutherland
  • Federated Hermes
  • Fidelity Investments
  • First Trust Advisors L.P.
  • Flippin, Bruce & Porter
  • FLX Distribution
  • Franklin Templeton
  • Fred Alger Management, Inc.
  • FS Investments
  • FTSE Russell
  • Fuse Research
  • Global Atlantic Financial Company
  • Goldman Sachs
  • Green Harvest Asset Management
  • Gyroscope Capital Management
  • Harrison Street
  • Hartford Funds
  • Heitman
  • Hightower Advisors
  • Hilton Capital Management
  • Hines Securities
  • Horizon Investments LLC
  • iCapital Network
  • IncomeConductor
  • INVESCO
  • InvestCloud
  • InvestEdge
  • ISS Market Intelligence
  • Jackson National Life Insurance
  • Jacobi, Inc
  • Janus Henderson
  • Javelin Strategy & Research
  • Jennison Associates
  • John Hancock
  • JP Morgan
  • Kathy Freeman Company
  • KB Securities
  • KKR
  • Lazard Asset Management
  • Legg Mason & Co.
  • LifeYield LLC
  • Lincoln Financial Advisors
  • Lord Abbett & Co. LLC.
  • LPL Financial Services
  • Madison Investment Advisors Inc.
  • Mariner Investment Group
  • MassMutual
  • Merrill Lynch
  • MFS Investment Management
  • Microsoft
  • Momentum Capital Partners
  • Mondrian Investment Partners
  • Morgan Creek Capital Management
  • Morgan Stanley Wealth Management
  • Morningstar, Inc.
  • MPS Legal - Michael P. Scanlon
  • MSCI
  • MyVest
  • Nasdaq Private Market
  • Nationwide Financial
  • Natixis Investment Managers
  • Neuberger Berman
  • New York Life Investment Management, LLC
  • Nikko Global Wrap
  • Nomura Research Institute America, Inc
  • North Square Investments
  • Northern Trust Asset Management
  • Nth Round
  • Nuveen Investments
  • Ocean Park Asset Management
  • Orion
  • Pacific life Insurance Company
  • Pantheon
  • Partners Group
  • PGIM
  • PIMCO
  • PricewaterhouseCoopers
  • Primerica
  • Principal Global Investors
  • Proteus
  • Putnam Investments
  • Pzena Investment Management
  • Qontigo
  • Raymond James
  • RBC Wealth Management
  • RealBlocks
  • Redi2 Technologies, Inc.
  • Refinitiv
  • Riskalyze
  • RiverFront Investment Group
  • RNC Genter
  • rpmAUM
  • Russell Investment Group
  • RVX Asset Management LLC
  • Sage Advisory Services Ltd. Co.
  • SalesFocus Solutions
  • Salesforce
  • SalesPage
  • Salient
  • Sammons Financial Group
  • Saybrook Fund Advisors
  • Schroder Investment Management
  • Scotia McLeod
  • Segall Bryant & Hamill
  • SEI Investments
  • Sierra Mutual Funds
  • SMArtX Advisory Solutions
  • Spouting Rock Asset Management
  • SS&C Technologies, Inc.
  • State Street Global Advisors
  • SunTrust
  • Symetra
  • T. Rowe Price
  • TD Asset Management
  • Thornburg Investment Management
  • TIAA
  • Todd Asset Management
  • Tortoise
  • Touchstone Investments
  • Transamerica
  • UBS Financial Services, Inc.
  • UBS Global Asset Management
  • UMB Bank
  • USCF Investments
  • Vestmark, Inc.
  • Vigilant
  • Voya Investment Management
  • WallachBeth Capital
  • Waypoint Real Estate
  • Wedbush
  • Wellington-Altus Private Wealth
  • Wells Fargo
  • Wilbanks Partners
  • William Blair & Company, LLC
  • Wilshire Associates
  • YCharts
  • ZS Associates