Backing the industry
Over the last 20 years, we’ve advocated for and grown with advisors. As we look back at the incredible growth and progress of independent advising, we also look forward to continuing to help shape the evolution of the industry and support its growth.
Leading the industry
We’ve dedicated 20 years to serving advisors and their industry, building an unmatched track record of service and an unparalleled level of assets under management.
Advocating for the independent
A belief in independence is at the core of our organization, and we dedicate significant resources to promoting the industry and its advisors through publications, by sponsoring awards for advisors and by conducting research studies.
Investing in the future
As the industry continues to explode with growth, we’re tracking its success and offering grants to universities and organizations fostering its ongoing development. We’re also making strategic investments in technology to help advisors run more efficient practices.
(1207-1464)
