The Investments & Wealth Institute is proud to serve more than 11,000 members and certificants in 37 countries worldwide. Through their significant experience, advanced education, and ability to serve high-net-worth clients, Institute members differentiate themselves in today’s competitive financial services landscape.
- 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.
View the full Investments & Wealth Institute Member Profile now.