Who We Are

IMCA is the global community for advanced investment advisors and wealth managers. Members serve in institutional and client-facing roles throughout the financial industry. IMCA completes an annual in-depth analysis of its membership through a partnership with Cerulli Associates, and a 2016 profile is available here.
Highlights include:
  • IMCA members average $201.8 million in average assets under management (AUM), compared to only $52.8 million for other financial advisors.
  • 38 percent of IMCA members serve clients with a net worth of $2 million or more, compared to only 31 percent of other advisors.
  • 25 percent of IMCA members manage more than $250 million, compared to only 13 percent of other advisors.
  • More than half (53 percent) of IMCA members have more than 20 years of industry experience and 22 percent have 15-19 years of experience.