Influence. Intelligence. Inner Circle.
There are publications.
There are networks.
And then there are private circles of influence.
The Modern American Advisor Private Members Club is not a subscription. It is not a mailing list. It is not another professional group on social media.
It is an invitation-only ecosystem designed for America’s most forward-thinking financial professionals — RIAs, wealth managers, portfolio architects, CPAs, and strategic leaders who shape capital, guide legacy, and influence outcomes at the highest level.
In a world saturated with noise, the Private Members Club exists to offer something rarer: clarity, access, and elevated experience.
A Sanctuary for Elite Advisers
The MAA Private Members Club is built for advisers controlling significant client capital — typically
$250 million+ AUM — who value insight, discretion, and meaningful professional connection.
Membership includes:
Private Masterclasses
Closed-door, high-production sessions led by leading strategists, CIOs, tax experts, and behavioral specialists.
Executive Dinners
Intimate, invitation-only dining experiences in select U.S. cities.
Regulator Roundtables
Private sessions featuring compliance leaders and regulatory specialists discussing key issues.
Boutique Reports
Design-led, data-rich reports curated exclusively for members.
Cinematic Webinars
Premium, studio-quality discussions with industry leaders.
Early Content Access
Members receive first access to flagship features, proprietary research, and special supplements.
Private Networking Events
Closed-circle gatherings bringing together elite advisers and innovators.
AI-Curated Intelligence
Each member receives a personalised content feed designed around their interests and practice profile, including:
- Market briefings
- Tailored CPD pathways
- Content recommendations
- Behaviour-based insight
Designed for Influence
The Private Members Club sits at the heart of the Modern American Advisor ecosystem. But this club is curated, selective, and designed for those who seek meaningful influence.
Membership Investment
Annual Membership: $349.00 per annum
To mark the founding phase of the Club, we are offering a strictly limited Early Adopter Rate of $249.00 per annum for approved founding members.
Founding members will be recognised within the Club’s internal registry and receive priority access to executive events and roundtables.
Who Should Apply?
- Independent RIAs and wealth managers
- Portfolio managers and CIOs
- CPA-Wealth hybrid planners
- Strategic leaders within advisory firms
Why Now?
The wealth ecosystem is evolving rapidly.
- Model portfolios are reshaping allocation.
- AI is redefining workflow.
- Intergenerational wealth transfer is accelerating.
- Regulatory complexity is rising.
Those who thrive will do so within intelligent circles.
Applications Now Open
We are now accepting applications for membership.
To request an application pack, please email:
admin@modernamericanadvisor.com
Subject line: Private Members Club Application
Influence is not built in public timelines. It is built in private rooms.
Welcome to the inner circle.
