About MMI

MMI Member Firms

  • 4U Platform LLC
  • Aapryl, LLC
  • AB (Alliance Bernstein)
  • ACA Compliance Group
  • ACR Alpine Capital Research
  • Advisor Group
  • Advisor360
  • Advisors Asset Management
  • AIG
  • Allspring Global Investments
  • American Century Investments
  • Ameriprise Financial Services
  • AMG Funds
  • Amundi US
  • Anchor Capital Advisors LLC
  • Andes Wealth Technologies
  • Angel Oak
  • Archer
  • Ariel Investments
  • Aristotle Capital Management
  • Ashmore
  • AssetMark
  • Axioma
  • Axos Capital
  • Axxes Capital LLC
  • Baillie Gifford International
  • Baird
  • Barings
  • BlackRock Financial Management, Inc.
  • Blackstone
  • Blue Owl Capital
  • Bluerock Capital Markets
  • BNY Mellon
  • Boston Common Asset Management
  • Brandes Investment Partners, L.P.
  • Brighthouse Financial
  • Broadmark Asset Management
  • Broadridge Financial Solutions
  • Cadre
  • CAIS Group
  • Calamos Investments
  • Cantor Fitzgerald Asset Management
  • Capital Group
  • Cerulli Associates
  • CGI
  • Channing Capital Management, LLC.
  • Charles River Development
  • Charles Schwab & Co., Inc.
  • Clark Capital
  • Cohen & Steers Capital Management
  • Columbia Threadneedle Investments
  • Confluence Investment Management
  • Congress Asset Management
  • Convergency Partners
  • Croatan
  • Crossmark Global Investments
  • Delaware Funds by Macquarie
  • Deloitte
  • DFD Partners
  • Diffractive Managers Group
  • Dimensional Fund Advisors
  • Door
  • DTCC
  • Eaton Vance
  • Edward Jones
  • Envestnet
  • EQT
  • Equitable
  • Eversheds Sutherland
  • Federated Hermes
  • Fidelity Investments
  • First Eagle
  • First Rate, Inc
  • First Trust Advisors L.P.
  • FLX Networks
  • Flyer Financial Technologies
  • FMG Suite
  • FNZ
  • Fortress Investment Group
  • Franklin Templeton
  • Fred Alger Management, Inc.
  • Frontier Asset Management
  • FS Investments
  • Fuse Research
  • GIA Partners
  • Glenmede Investment Management
  • Global Atlantic Financial Company
  • Goldman Sachs
  • GQG Partners
  • Graham Media Partners
  • GTS
  • Guardian Life / Park Avenue Securities
  • Halo Investing
  • Hamilton Lane
  • Harbor Capital Advisors, Inc.
  • Hartford Funds
  • Heitman
  • Hey DAN
  • Hilton Capital Management
  • Hines Securities
  • Horizon Investments LLC
  • iCapital Network
  • Impax Asset Management
  • Imperial Fund Capital Partners LLC
  • IMTC
  • Income Discovery
  • INVESCO
  • InvestCloud
  • ISS Market Intelligence
  • Jackson
  • Jacobi, Inc
  • Jacobs & Company
  • Janus Henderson
  • Javelin Strategy & Research
  • John Hancock Investment Management
  • JP Morgan
  • Kathy Freeman Company
  • KB Securities
  • Khelp Financial
  • KKR
  • Lazard Asset Management
  • LifeYield LLC
  • Lincoln Financial Advisors
  • Lord Abbett & Co. LLC.
  • LPL Financial Services
  • LSEG
  • Madison Investments
  • Main Management
  • Mariner Investment Group
  • MassMutual
  • Matthews International Capital Management
  • Merrill Lynch
  • MFS Investment Management
  • Mondrian Investment Partners
  • Moody's Analytics
  • Morgan Stanley Wealth Management
  • Morningstar, Inc.
  • MPS Legal - Michael P. Scanlon
  • MSCI
  • MyVest
  • Nasdaq Private Market
  • Nationwide Financial
  • Natixis Investment Managers
  • Neuberger Berman
  • New York Life Investment Management, LLC
  • NewRetirement
  • Nikko Global Wrap
  • Nomura Research Institute America, Inc
  • Northern Trust Asset Management
  • Nuveen Investments
  • Olduvai Capital LLC
  • Optima Asset Management
  • Orion
  • Pacific life Insurance Company
  • Pantheon
  • Partners Group
  • Penn Capital
  • PFS Investments
  • PGIM
  • PIMCO
  • Portolan Capital Management
  • PricewaterhouseCoopers
  • Principal Asset Management
  • Proteus
  • Putnam Investments
  • Pzena Investment Management
  • Ramirez Asset Management
  • Raymond James
  • RBC Wealth Management
  • RealBlocks
  • Riskalyze
  • RiverFront Investment Group
  • RNC Genter
  • rpmAUM
  • Russell Investment Group
  • Sage Advisory
  • Salesforce
  • SalesPage
  • Schroders Investment Management
  • Segall Bryant & Hamill
  • SEI Investments
  • Shelton Capital Management
  • Sierra Mutual Funds & Ocean Park Asset Management
  • SMArtX Advisory Solutions
  • Spouting Rock Asset Management
  • SS&C Technologies, Inc.
  • Stance Capital, LLC
  • State Street Global Advisors
  • StepStone Private Wealth
  • Symetra
  • T. Rowe Price
  • TD Ameritrade
  • Thornburg Investment Management
  • TIAA
  • Todd Asset Management
  • TortoiseEcofin
  • Touchstone Investments
  • Transamerica
  • Truist
  • UBS
  • UMB Bank
  • Vanguard
  • Vestmark, Inc.
  • Voya Investment Management
  • WallachBeth Capital
  • Wedbush
  • Wellington-Altus Private Wealth
  • Wells Fargo
  • Westwood Holdings Group
  • William Blair & Company, LLC
  • Wilshire Associates
  • YCharts