RIA & Firm Owners35%
Independent advisors and firm principals scaling practices through technology, partnerships, and M&A.
The Community
Built by advisors. 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.
100founding members · curated & invited
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.
Combined AUM
$18B+
Avg. Firm Size
12 advisors
States Represented
32
Member-Partner Deals
40+
From The Membership
"The Club has completely changed how I think about partnerships. In six months I've met three technology vendors I now use, and two other firm owners I'm exploring an M&A conversation with."
Member since 2026
RIA Firm Owner · Midwest
"It's the only place I can have honest conversations about compliance, growth, and succession without worrying about competitive positioning. The curation matters."
Member since 2026
Wealth Management Director · Southeast
"The partner benefits alone pay for the membership. The negotiated rates on our CRM and marketing platform saved us more than $8,000 in the first year."
Member since 2026
Independent Advisor · West Coast
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.