Philanthropy in the Financial Advisory Industry

Philanthropy in the Financial Advisory Industry

The inspiration for our organization came directly from the financial advisors who invest in others by giving back to their communities with overwhelming generosity and dedication. Since 2006, Invest in Others has amplified these efforts by providing a platform for advisors to increase awareness, visibility, and funding to their favorite non-profits.

Over the past 11 years, Invest in Others has recognized 57 winners, 121 finalists, partnered with more than 155 charities, shared hundreds of inspirational stories, and donated much-needed funding to causes that financial advisors and firms care so much about.

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2017 Award Winners & Finalists

2017 Award Winners & Finalists New

We’re thrilled to announce this year’s winners for the Invest in Others Awards.

This year’s winners and finalists spent an average of 37 hours per month volunteering and together raised an astounding $80 million over the past three years for their favorite charities.

The corporate finalists, ranging from small advisory firms to large financial institutions, offer a variety of successful programs that creatively incentivize and encourage employees to give back, including generous matching gift programs and volunteer time off.

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Nominate an Advisor or Firm

Nominate an Advisor or Firm

Nominations for the 2018 Invest in Others Awards open Monday, October 2nd!

Do you know a financial advisor who has made a difference by giving back to a non-profit? It’s now easier than ever to nominate them for the Invest in Others Awards. Simply share some contact information with us in three easy steps. If your nominee meets our eligibility criteria, they will receive a more detailed application to become a finalist. Nominations close in April, but don’t delay!

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The Impact of Invest in Others

Financial Advisors in Philanthropy

“Being recognized by Invest in Others brought awareness to my cause and let people know I was in it for all the right reasons. If you’re an advisor already doing great work, then this recognition is hands down the best one you can get.”

— Andy Seth, LotusGroup Advisors

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The Invest in Others Charitable Foundation

The Invest in Others Charitable Foundation amplifies philanthropy in the financial advisory industry by sharing the stories of individuals and firms and awarding funding to the charities they care so much about. Our goal is to promote philanthropy and inspire others to get involved.

Each year, Invest in Others relies on the generosity of individuals and companies to fulfill our mission of recognizing the charitable work of financial advisors and their firms. We’ve been fortunate to count on the support of more than 160 different companies and organizations as sponsors of the Invest in Others Awards Gala over the past ten years.

2018 Top Sponsors

Merrill Lynch


  • Our Mission


    The Invest in Others 501(c)(3) Charitable Foundation is supported by the financial services industry to amplify the charitable work of financial advisors, employees, and their firms.

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  • Partnerships


    Since our founding in 2006, Invest in Others has partnered with over 125 charities, representing a broad range of causes supported by individuals and firms in the industry.

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  • Leadership

    Board of Directors

    Our Board of Directors is comprised of senior executives from a diverse range of firms and organizations within the financial advisory industry, providing leadership and expertise as our organization continues to grow.

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