A Smarter Way to Build Real Professional Connections
Trusted by verified RIAs and registered affiliates nationwide.
A Verified Community of Investment Professionals
Each member of Inflows works at a verified U.S. Registered Investment Advisor or registered affiliate. This creates an authentic and focused space where advisors connect, share ideas, and engage with peers across the investment advisory community.
Where RIAs Shape the Future
On Inflows, RIAs discuss real challenges in client communication, firm growth and technology. Members ask questions, share experiences and exchange insights that move the RIA profession forward.
RIA Insights and Expert Perspectives
Explore insights from active RIAs and industry leaders. Members curate articles and research that help RIAs build stronger practices, track market trends, and stay ahead of changing markets and client needs.
Built for Connection and Collaboration
Inflows gives RIA professionals a trusted space to plan events, form partnerships, and explore new opportunities. Every interaction happens in a dedicated environment built to foster professional relationships, shared learning and lasting collaboration.
Where Registered Investment Advisors
Connect, Learn and Advance Together
Private & Verified by Design
Inflows creates its exclusive community through verification and strong data safeguards. Only professionals employed by verified Registered Investment Advisors and registered affiliates can join, ensuring every conversation takes place with an industry peer.
Stay Current on What Actually Matters
Registered Investment Advisors share insights on client engagement, practice growth, technology, and business operations. It is a community where RIAs exchange experience and ideas to stay relevant, informed, and ahead in a changing industry.
85+ Member Firms
Verified RIAs
Actively engaging across the U.S$7+ billion AUM
Financial Advisors & Wealth Managers
Managed Client AssetsExperience Inflows – The Network Built for RIA Growth
Join a trusted community created for Registered Investment Advisors and registered affiliates. On Inflows, RIAs exchange insights, build professional relationships, and discover new opportunities within a verified environment designed to support both individual and community growth.
Build Meaningful Professional Connections
Stay Ahead with Curated Industry Insights
Questions About Inflows?
Read the FAQsDesigned for Today’s RIA
Industry Insights & Real-Time User Feed
Focused Strategy Forums
Professional Networking Calendar
M&A and Succession Planning Tools
Your Professional Profile
Topic-Driven Content Creation
How Inflows Works
Connect, collaborate and grow your advisory network in minutes.
Create Your Verified Profile
Join using your professional details and get verified as a Registered Investment Advisor or affiliate.
Connect & Discover
Follow advisors, join discussions, explore events and build meaningful industry relationships.
Engage With the Community
Share insights, exchange expertise and participate in conversations that drive the industry forward.
Frequently Asked Questions
What is Inflows?
Inflows is a verified professional community created exclusively for Registered Investment Advisors and registered affiliates. It is a trusted place where RIAs connect with peers, exchange insights and stay informed on the issues that shape their work.
Who can join Inflows?
Membership is limited to US Registered Investment Advisors and registered affiliates. Every profile is verified to ensure that RIAs engage only with trusted peers.
Why should I join?
RIAs join Inflows to stay connected to the conversations and trends shaping the advisory profession. It is a place to ask questions, compare approaches, learn from real experience, and build relationships that strengthen your practice.
Is there a cost to join?
No. Inflows is free for RIAs and registered affiliates. You can create a profile in minutes and immediately begin seeing discussions and events happening across the community.
How is Inflows different from other networking platforms?
Inflows is designed specifically for RIAs. Every member is verified, every discussion is relevant to the advisory profession, and every feature supports professional learning, collaboration and practice growth. There are no fake accounts, no bots, no outside noise and no unrelated content.
What can I do inside the platform?
Members participate in discussions, share insights from the field, explore firm growth opportunities, compare ideas, join events, follow industry contributors, and connect with peers across the country.
Can retail investors join the platform?
No. Inflows is a private environment created for trusted investment advisory engagement. Only verified individuals who work for an RIA or as registered affiliates can join. Retail investors do not have access, and Inflows never shares content outside the platform.
How do I get verified?
When you sign up with your firm email, you will be asked to complete your profile. The Inflows team will then confirm your RIA affiliation through our verification process. Verification is quick and ensures that the community remains authentic and RIA focused.
Can I join if I work in another financial services role?
Yes. If you work for an RIA but are not on the investment team, you can join. Inflows is designed for the broader investment advisory profession and includes individuals who support the advisory process in roles such as distribution, compliance, operations, marketing and sales.
What if I am new to the RIA profession?
Inflows is a great place to learn from others. Newer RIAs join to ask questions, learn best practices and understand how experienced advisors navigate practice management and client service.
What Our Members Are Saying
“What I value most is having a place where advisors can exchange perspectives without the pressure or noise found on broader platforms.”
Michael Kramer
Manager & Trust Steward, Natural Investments”It's great to be digitally connected to the broader community of advisors”
Allan Moskowitz
Principle, Transformative Wealth Management“Being part of the network helps me stay connected to other advisors who are dealing with the same questions I face in my practice.”
Jason Berton
Wealth Management Advisor, WestPac Wealth PartnersStart Building Your Network Today
Download Inflows and be part of an exclusive space designed to elevate your professional journey.

