Who We Are

Businessman and philanthropist John D. Rockefeller said, “Giving should be entered into in just the same way as investing. Giving is investing.” In that same spirit, Invest in Others is a nonprofit dedicated to supporting and empowering financial advisors who invest in others by giving back to their communities with overwhelming generosity. Since 2006, Invest in Others has brought awareness to these efforts by providing a platform for advisors to elevate and fund their favorite nonprofits.

Invest in Others recognizes individual advisors and firms that are making a difference by donating their time and money to causes they care about. By sharing their stories and awarding funding to these organizations, we build critical visibility, encourage others to get involved, channel additional resources to those in need and highlight the important work being championed by the financial services community.

Over the past 15 years, thanks to the ongoing support of our corporate sponsors, we’ve helped to shine a light on the financial industry’s good works, bringing greater recognition to a wide range of professionals, from wirehouses and independent broker-dealers to RIAs, while partnering with charities across a spectrum of causes.