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Leading Wealth Management

The destination of choice for wealth advisors, MassMutual’s wealth management subsidiary is an investment advisor and broker-dealer with over $257B in assets under management1 offering you the freedom and flexibility of independence combined with the extensive resources you need to run your business. All so you can confidently serve your clients’ best interests.

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Entrepreneurial Culture

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Open Architecture

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Competitive Compensation

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Supported Independence

Entrepreneurial Culture

You’ll have access to a breadth of resources, client solutions and materials, flexible contract choices and a team of experts so you can own your business and your future.

Our open architecture contains a variety of investment choices including over 400 separately managed account options and over 450 strategies models to choose from. All without the obligation to sell proprietary products.

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Open Architecture

Elevate your business by accessing a network of experts like our chief investment officer, dedicated investment team, wealth strategists, estate planning attorneys, tax specialists, and much more.

Beyond traditional investments like ETFs, mutual funds and fixed income, as a investment adviser representative you have access to SMAs and alternative investments such as hedge funds, real estate, and private equity. Additionally, we offer a sophisticated options hedging desk for concentrated stock positions. All without the obligation to sell proprietary products.

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Competitive Compensation

You know your worth, and so do we. By partnering with MassMutual you get some of the most competitive payouts in the industry, critical overhead costs are covered, and we offer a growth bonus. In short – working with us truly pays off.

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Support for your clients

We know your clients’ concerns stretch far beyond retirement and insurance. That's why we empower our financial planners to make informed decisions about their clients' finances – with a focus on these six crucial areas of financial planning:

  • Financial position
  • Risk management
  • Wealth accumulation
  • Tax management
  • Retirement planning
  • Estate planning
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Support for your high net worth clients

Our dedicated client relationship managers will help preserve, grow and transfer the planning and investment needs of your high net-worth clients. Our offerings are tailored to the complex needs of your clients through the following:
  • Financial and estate planning
  • Investment management
  • Family office
  • Personalized portfolio managers
  • Trust services
  • Lending and banking services
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Access concierge support

As a top wealth advisor or team, we'll reward you with a dedicated team that supports your success. You'll have access to:
  • A team of experts to help with new business, cashiering, and more
  • A call center team hand-selected to deal with administrative tasks
  • Tiered benefits that include members-only events, advisor networking and marketing strategy conventions
  • Transition support for your book of business
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Less admin, more action with our digital platform

Work with greater efficiency, empathy, and speed. Our digital platforms offer a full view of your clients' entire financial portfolio, customizable dashboards, efficient workflows, one-click reports, and more — all with the flexibility to connect anywhere, anytime.

Browse our technology tools

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Take your career to the next level

We'd like to get to know you better. Answer a few simple questions to take the next step.

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1 As of 3/31/24. Client assets include both broker-dealer accounts and investment advisory programs.