For over 30 years, the Investments & Wealth Institute has been the industry’s gathering place for premier investment and wealth management professionals.
- Institute members collectively manage $2.477 trillion.
- $364 million AUM which is 4 times the overall industry average
- 53% of Institute members have more than 20 years of industry experience (22% have 15-19 years of experience).
- 38% of Institute members serve clients with a net worth of $2 million or more, compared to only 21% of other advisors.
- 84% of Institute members describe themselves as earning fee-based compensation.
- The Institute attracts the industry’s most influential advisors from every channel (Wirehouse, Independent, RIA, and Bank channels).
- Institute members advise more high-end clients than other advisors in the industry.
Our ultimate goal is to offer Investments & Wealth Institute members the highest quality educational experience. Quality content attracts a quality audience, which is why Institute events are an ideal place to help you put your brand at the crossroads of elite advisor engagement. Find out more about the type of advisor that attends an Investments & Wealth Institute conference in this member profile.
Whether you are looking to exhibit at a specific Institute event, or are interested in maximizing your brand exposure throughout the entire calendar year through one of our Partnership programs, the Institute has multiple opportunities to accommodate a range of budgets to help meet your marketing and branding needs.
To learn more about partnerships, sponsorships, exhibits, advertising, educational programs, and research opportunities, please view our 2018 Media Kit or contact:
Lara Davies (Eastern Region) Ph: 303-850-3081
Suzie Byrnes (Western Region) Ph: 303-850-3093
Become an Investments & Wealth Institute Partner.