We believe that a well-qualified financial advisor can offer the expertise, tools, and perspective to help clients pursue better financial outcomes. Since 1989, we have worked with financial advisors to help them build successful, client-focused businesses. These relationships are based on our shared desire to provide outstanding services and investment solutions to clients.

Learn more about joining our community of advisors by contacting a Dimensional representative below.

Redefining Financial Advice

(3:22)

Seven financial advisors from around the globe reflect on how the industry has shifted for the better and what it means to put clients first.

What helps make a great investor experience?
  • Being well prepared for the range of possible outcomes.
  • Having an investment philosophy you can stick with.
  • Tuning out the noise and focusing on what you can control.
  • Taking a long-term view of investing.

Supporting Key Elements of Your Business

Dimensional has worked with financial professionals for 30 years to help them build differentiated, client-focused businesses. We offer a full range of investments, including mutual funds, exchange-traded funds, and separately managed accounts—along with the Dimensional Wealth Models—to help advisors build global solutions. Our services begin with investments and extend to other key areas of an advisor’s business.

  • INVESTMENTS
    Gain insights to build solutions
    Learn more about modern finance and Dimensional Investing while developing a framework for building globally diversified portfolios that target higher expected returns.
  • MESSAGING
    Communicate effectively
    Leverage Dimensional resources and support to educate clients on key investment principles, manage their expectations, and communicate the value of advice.
  • BUSINESS
    Manage and grow your business
    Tap into Dimensional’s advisor benchmarking studies, training and education, and other business development resources to enhance your practice.

Providing a Wide Range of Resources

Advisors working with Dimensional enjoy a vibrant community where they can network with other like-minded professionals and participate in educational conferences and workshops. We also offer tools, training, and personalized support to help advisors during their business transition, and we are continually developing new content and programs to support an advisor’s marketing and client communication efforts.

Be a part of the community
  • Conferences and workshops
  • Study groups
  • Webcasts
  • Advisor Benchmark studies
  • Investor surveys
  • Dimensional videos
  • Executive Forums
Establish a tailored roadmap for your firm
  • Dedicated team of regional directors and client service associates
  • Insights from Dimensional researchers and academic leaders
  • Portfolio and performance tools
  • Staff training
  • Management retreats
  • Videos and content for training and education
Aid your marketing and client communication
  • Dimensional-authored content
  • Client-ready materials
  • Educational videos that can be embedded and shared
  • Find an Advisor program
Dave Butler
Dave Butler
Co-Chief Executive Officer
“An advisor gives discipline around the process and helps a client stay invested through good markets and bad.”

Dimensional makes no representation as to the suitability of any advisor, and we do not endorse, recommend, or guarantee the services of any advisor.

*“Dimensional” refers to the Dimensional separate but affiliated entities generally, rather than to one particular entity. These entities are Dimensional Fund Advisors LP, Dimensional Fund Advisors Ltd., DFA Australia Limited, Dimensional Fund Advisors Canada ULC, Dimensional Fund Advisors Pte. Ltd., Dimensional Ireland Limited, Dimensional Japan Ltd., and Dimensional Hong Kong Limited. Dimensional Hong Kong Limited is licensed by the Securities and Futures Commission to conduct Type 1 (dealing in securities) regulated activities only and does not provide asset management services. 

You can reach our client services team at (512) 306-4308, or send us a message using the form below.