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Member Directory

˹ŵ˾app Institute Member Directory is available online for everyone—current members and non-members—to find and connect with financial advisers who have committed to adhere to our rigorous ethical standards.

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Looking for a Member or ˹ŵ˾app Charterholder?

Use the Member Directory to:

  • Find a financial adviser who has committed to upholding our rigorous ethical standards.
  • Connect with fellow members or ˹ŵ˾app® charterholders.
  • Check whether a financial adviser is currently a ˹ŵ˾app charterholder and member of ˹ŵ˾app Institute.

Search the Member Directory