About Us

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Empowering Registered Investment Advisors and affiliates to connect, collaborate and succeed.

Our Mission

Our mission is to give every Registered Investment Advisor a place to connect with peers, exchange insights and stay current on the issues that shape their work and their clients’ lives.

Our Vision

Our vision is to build the most influential network of Registered Investment Advisors in the United States and to support the future of the investment advisory profession through shared knowledge and collective progress.

Our Values

We uphold a culture of trust, responsibility, and respect for the investment advisory profession along with the duty it carries.

We verify every member to ensure that RIAs engage with trusted peers.

We believe RIAs grow stronger when they learn from one another.

We help RIAs stay current with the fast-changing issues that shape their work.

Our Story

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Inflows was created to give Registered Investment Advisors a trusted place to connect, learn, and grow together. The idea began with a clear need. RIAs play an essential role in the investment advisory profession, yet many work in separate circles without a reliable way to share experience, compare ideas, or build meaningful professional relationships outside of conferences and limited networks. Inflows was built to change that.

We designed a verified community where every member is a Registered Investment Advisor or a registered affiliate, creating a space rooted in trust and clarity. Inside the platform, RIAs exchange insight, explore firm growth opportunities, strengthen practice management and stay informed on the fast-changing issues that shape their work.

What began as a simple idea has grown into a national community representing billions in client assets. RIAs join events, ask questions, share lessons, and find new opportunities for collaboration. Industry contributors add valuable perspective, helping RIAs think more clearly about the future of their practice. Inflows continues to grow because it is designed for RIAs, shaped by their needs, and grounded in authenticity, integrity, and respect for the investment advisory profession. Our story is written each day by the RIAs who come together to learn from one another and strengthen the work they do for clients. This is the community built for them. This is Inflows.

Our Core Team