Join Us
Make the change.
Are you a Financial Advisor or team looking for a better home to serve your clients and grow your practice?
We are actively expanding the IMA Private Wealth business to other markets where IMA has an established insurance presence. With locations in over 15 major metro areas across the country and more than 35,000 existing insurance clients, we see opportunities to serve those clients more holistically with high-quality and comprehensive private wealth services.
For advisors currently at a large firm and thinking of going independent …
Our model could offer you the flexibility you are looking for to shape and grow your practice your way without some of the challenges of establishing a stand-alone business.
For independent advisory firms that want to spend more time with clients …
Our platform takes the burdens of marketing, compliance, HR, IT, and administration off your plate and gives you the resources and support you need to focus on serving your existing clients and meeting new ones.
Full-Service Platform
At IMA Private Wealth, we provide advisors all the tools and resources they need to succeed:
✔ Operation and Technology
✔ HR and Administration
✔ Legal and Compliance
Advisory teams joining early in the IMA Private Wealth expansion will also be able to influence the prioritization of capabilities and then tailor them to fit their practice.
Key Metrics
$800M
IMA Financial Group boasts revenue of $800M. To learn more, visit https://imacorp.com/.
> 15
IMA Financial Group has an established insurance presence in over 15 major metro areas.
> 35,000
IMA Financial Group is proud to serve more than 35,000 insurance clients.
Why Join?
We are looking for advisors and teams who want to …
Find a great home
- Employee-owned
- Award-winning culture
- Established local presence
Accelerate their growth
- “Greenfield” opportunity
- Client cross-referrals
- Broad service offerings
Access extensive resources
- Experienced senior leaders
- Full infrastructure and tech stack
- Board-level commitment
Build their wealth
- Book monetization
- Competitive payouts
- IMA equity
Contact us
We’re here for you.
Our team of advisors works with clients of all ages and income levels to make their money work better for them.
