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Member Profile

Member Profile

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.