Having formally adopted a Purpose Statement in July 2018, leadership was subsequently established through member voting, bylaws were drafted and ratified, a legal entity was formed, and non-profit IRS status was applied for and secured.  As of December 2022, the present-day Advisor Collective ("AC") is comprised of 70+ members across 40+ unique organizations.

Our Purpose

Expanding our Voice

The Collective has assembled a wide variety of consulting, advisory, brokerage, and implementation/provider firms representing every vertical market segment, employer size, geography, and domain. Despite the theoretically competitive nature of our firms, we share a simple yet common purpose – to bring value to the employers that we serve. That value is often generated through a high level of expertise, the delight of our clients (and the employees that they support), a currency of insight, and an insatiable appetite for continuous improvement.

Economy of Scale

The pacing of the current market is relentless, and even the best of us are challenged to ensure that we keep pace with the latest thought leadership, provider capabilities, employer needs, and employee expectations. It’s our belief that the Collective can serve as a hub of common insight and market intelligence, thereby aiding in the efficient capture, inventory, and dissemination of valuable information for you and your firms.

Provider Engagement

Providers are a critical part of our ecosystem, and we firmly believe the Collective will offer a one-to-many format for provider exposure, bilateral communications, and meaningful engagement. Providers have a keen interest in the perspectives and experiences of the Collective’s membership, and we will continue to foster open and honest dialogue with all facets of the provider community. With high integrity and full respect for the confidential and competitive nature of certain provider information, the Collective will work openly with members and providers alike to embrace the wishes and needs of all parties.

Insight Generation

We envision the ability for the Collective to generate market-facing insight over time. The strength of our combined brands and market reach can bring an entirely new perspective in the forms of original research, infographics, presentation materials, and promotable outcomes. We look forward to working with you all in the prioritization of topics of interest, research committee formation, and timely execution.