USA Chapter – Institute of Advisors

The USA Chapter of the Institute of advisors is committed to the ongoing education of Accountants, Bookkeepers and Independents to succeed in professional business advisory

About Us

The USA Chapter of the Institute of Advisors is committed to helping accountants, bookkeepers, wealth planners, consultants and other professionals integrate Business Advisory Services into their practice.
We aim to empower professional Business Advisors around the world through certification and professional benchmarks & standards. The Institute, in conjunction with industry leading partners and other association bodies around the world, have developed a set of methodologies and processes that every Business Owners should follow

Our Purpose

Through continual improvement, our goal is to collaborate with the best thought leaders in the space to create:

  • A set of worldwide benchmarked standards that can be incorporated into any advisory practice.
  • To recognise the excellent work in the setting of standards and accreditation by other respected bodies and to provide access to the accreditation process
  • To create a free membership library that fosters the growth and development of material and resources in this area
  • To offer a mentoring program to help professional advisors to add “Advisory” services
  • To Assess and recommend products that meet the quality guidelines of the Institute’s board of governors

Our Vision

The Institute aims to empower professional Business Advisors around the world through certification and professional benchmarks & standards.The Institute, in conjunction with industry leading partners and other association bodies around the world, have developed a set of methodologies and processes that every Business Advisor should follow.

Join our Online Chapter Meetings

Connect with advisors from around the world. In our virtual Chapter meetings, we kick off with a group discussion, then break into smaller rooms by chapter region and topic—so you can build real, useful professional relationships.

🤝 Invite other advisors to join you
Know someone who would benefit from the network? Invite them to attend with you and expand your local chapter connections.

Find Local Advisors Near You

Linda A. Hamilton

Greater New York

Linda A. Hamilton

California

Greg Voisen
Darren Cherry

Ohio

Darren Cherry

Greater New York

Scott Gillespie
Larry Weiss

Missouri

Larry Weiss
Debbie Allison

Colorado

Debbie Allison