Private Wealth Management Peer Group Application

Join an Elite Wealth Management Community

Finding the right peer group is critical for wealth managers who want to grow their practice, share insights, and collaborate with like-minded professionals. This Private Wealth Management Peer Group Application template helps you vet qualified applicants and build a community of high-caliber advisors.

Whether you're running a private Slack channel, Discord server, or exclusive membership platform, this form streamlines your intake process by capturing essential details about each advisor's practice—from assets under management and client demographics to fee structures and areas of expertise.

Built for Financial Advisors and Community Managers

This template is perfect for RIA groups, broker-dealer networks, financial planning communities, and mastermind organizers who need to maintain quality standards while scaling their membership. By collecting AUM verification, practice size, and professional credentials upfront, you can ensure every member brings value to the group.

Paperform makes it easy to create professional, on-brand application forms that reflect the caliber of your community. With conditional logic, you can tailor questions based on practice type, and use Stepper (stepper.io) to automate follow-up workflows—like sending welcome emails to approved members, scheduling onboarding calls, or routing applications to your review committee.

For communities that charge membership fees, you can connect Stripe or PayPal directly to collect initiation fees or annual dues as part of the application process. And if you require NDAs or community agreements, Papersign (papersign.com) lets you send contracts for eSignature immediately after approval, keeping your entire intake process seamless and professional.

Trusted by Financial Communities Worldwide

Over 500,000 teams trust Paperform to power their forms, registrations, and workflows. SOC 2 Type II compliant and GDPR ready, Paperform gives financial professionals the security and reliability they need while delivering a beautiful, conversion-optimized application experience.

Start building your peer group the right way—with a form that's as sophisticated as the advisors you're looking to attract.