Founded in 2004, Select Advisors Institute operates as a professional organization and study group for a curated membership of the United States' top independent financial advisors. The institute's mission is to facilitate a collaborative environment where members can share intellectual capital, best practices, and innovative business solutions to enhance their practices and better serve their clients. It is not a direct financial advisory firm for the public, but rather a B2B entity that supports and provides networking opportunities for elite financial professionals.

Founded in

United States