RIA & Firm Owners35%
Independent advisors and firm principals scaling practices through technology, partnerships, and M&A.
The Community
Built for advisors.
The Modern American Advisor Private Members Club is a deliberately small community of professionals who believe that the best opportunities come from relationships. Our members represent the most forward-thinking firms in wealth management.
Curatedmembers
Who We Are
Wealth Management Leaders30%
Executives and senior professionals at established firms driving strategy, client experience, and growth.
Industry Innovators20%
Founders and operators building the next generation of advisor technology, services, and platforms.
Strategic Partners15%
Vetted partners across technology, marketing, compliance, and wellness who add direct value to member firms.
Join a community that invests in your growth.
Applications are reviewed personally. If you're a forward-thinking advisor, firm owner, or industry leader, we'd love to hear from you.
Annual Membership
$365/ year
Includes a complimentary 12-month FoundersCard membership, worth $395
Join