Advancing the future of wealth advice

A group of forward-thinking Registered Investment Advisors shaping the future of financial guidance — including early signals on how technology and AI are reshaping practices.

Complete the survey linked below to help inform the inaugural Council report and become eligible for complimentary founding membership.

Join the Council by following our LinkedIn page
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Why join the council?

Unlock recognition, insights, and industry influence reserved for top advisors.
We're building a network of innovators in wealth management.

Recognition

Receive a digital badge and certificate honoring your inclusion in the founding cohort.

Exclusive insights

Get early access to our annual State of the Elite RIA report — including early glimpses into advisor adoption of AI & other emerging tech

Industry voice

Gain influence and build your network through invitations to participate in micro-research, roundtables, and thought leadership. Help ensure advisor perspectives influence providers, policymakers, and product developers — and pave the way for smarter innovation.

RIA Council OF EXCELLENCE, at a glance

Excellence. Insights. Impact.

The RIA Council of Excellence has been founded to drive growth, foster innovation, and amplify advisor voices — while helping members get ahead of where AI and other emerging tech may impact the industry. Discover how you can participate and benefit.

Recognition for standout advisors

Early access to industry insights — including early glimpses into advisor adoption of emerging tech

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Shaping the future of financial advice

Membership Criteria & Eligibility

Answers to top questions about joining, selection, and council participation.

Who is eligible to join?

All reputable RIAs with a track record of more than 5 years in their role are eligible for consideration. Selection is based on excellence and demonstrated quality, not AUM.

What is the selection criteria?

Membership is currently by invitation or nomination. To be added to our list for consideration, please FOLLOW OUR PAGE ON LINKEDIN.

We're seeking advisors who demonstrate:

  • A thoughtful, client-first planning approach
  • Differentiated service models
  • Leadership in retirement income strategy
  • A curiosity about new tools, guarantees, and tech-enabled growth strategies

Advisors who align with the Council’s goals and contribute valuable insights may also request consideration.

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Are there any membership fees?

Membership is free. There are no costs to join or participate in the Council as a founding member. So, join us on the ground floor.

What are the key benefits?

Gain added industry recognition, early access to insights, and opportunities to participate in notable industry events, research and event panels.

How do I apply?

The survey serves as your application for Council membership. On average, it takes 10 minutes to complete.

What happens after acceptance?

Shortly after acceptance, new Council members receive:

  • A personalized digital badge
  • Early access to proprietary research briefings
  • Inclusion in member-only invitations and forums
  • Priority invitations to our future innovation track, RIA CoE Labs, focused on how AI and intelligent tools may reshape advisory work

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To be considered for membership, simply follow our group on LinkedIn

Join us and be recognized.

Join a select group of advisors shaping the future of independent wealth management—and be part of how AI & other emerging tech redefines it.

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To be considered for membership, simply follow our group on LinkedIn