CORE TENETS
INDEPENDENCE
Free of BD and RIA affiliations, we support a broader, more diverse network. This independence allows us to prioritize our members’ practices—not products—so they can serve clients with clarity, transparency, and integrity. Our flexible structure ensures access to a wide range of resources, partners, and opportunities tailored to how each advisor does business.
ENTREPRENUEURSHIP
Built by entrepreneurs, for entrepreneurs, we thrive on ideas from our members and take bold, proactive steps to bring them to life. Free from bureaucracy, we move quickly to meet the evolving needs of our network—testing, adapting, and delivering with purpose. This mindset keeps us ahead of the curve and deeply aligned with the energy and ambition that drive the retirement industry forward.
IMPACT
IMPACT
We’re committed to driving meaningful progress across the retirement industry—not just through innovation, but through action. From supporting charitable initiatives to amplifying advisor-led causes, we use our platform to reflect the values of our community. Whether advancing thought leadership or giving back to those in need, we move the industry forward with purpose and heart.
OUR STORY
Viking Cove Institute (VCI) is the most prominent independent aggregator of elite advisors and industry drivers representing a community like no other and a vital voice in unprecedented times of consolidation and convergence. With a 25-year heritage, VCI was created to support independent, advisor-led firms seeking deeper community, greater access to resources, and more meaningful collaboration. We built something different: a nimble, entrepreneurial space where top advisors and aligned partners could grow, lead, and shape the future together.
Today, VCI is home to 500 advisors across 200 firms, and remains proudly BD and RIA agnostic — free to convene the retirement industry’s most thoughtful voices and committed to empowering our members to drive lasting, positive change. That commitment shows in our approach. We don’t just talk about innovation — we execute on ideas generated by our community. From financial wellness and Healthcare Fiduciary best practices to creative investment and recordkeeping strategies, VCI turns shared insights into action.
Our work is further elevated through strategic partnerships with respected organizations including Alliance Benefit Group (ABG), Assurex Global, The Behavioral Governance Institute, Financial Finesse and many more. Through these relationships and our broader mission, we are deeply devoted to progress. VCI has led the way in advancing women’s leadership, elevating the NextGen, and fostering unbiased collaboration that lifts the entire industry.
