AdvisorBridge® Company Profile, Contacts & Intelligence

Financial Services32 N. Bryn Mawr Ave4 employeesFounded 2009
2 contacts with email or phone data2 with email data2 with phone data
View verified contacts Compare competitors
Employees
4
Company source estimate
Reachable Contacts
2
Visible contacts with email or phone data
Contacts With Email
2
2 of 2 visible contacts
Departments
1
Mapped contact coverage

AdvisorBridge® Overview

AdvisorBridge®, an affiliate company of SearchTower, is a nationwide, comprehensive consulting firm for financial advisors. We assist Financial Advisors with everything from broker dealer & custodian research to evaluations and succession planning. We have assisted hundreds of top Financial Advisors over 14 years. Our foundation is built on our experience as Financial Advisors which led to corporate roles in Business Development and Advisory Consulting with one of the industry's top Independent Broker Dealers. Nearly 15 years ago this experience culminated in the launch of AdvisorBridge®. As one of the top consulting firms in the industry we do ongoing research and work with the best-of-breed broker-dealers and custodian platforms. Similar to your business with your wealth management clients, we firmly believe this is a relationship business that is dependent on getting to know and understand your practice. To learn more, visit www.advisorbridge.com or contact us directly at 610 733 4949

Headquarters
32 N. Bryn Mawr Ave
Website
advisorbridge.com
Industry
Financial Services
Founded
2009
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Going independent Becoming an RIA Assistance in negotiating broker dealer transition compensation Nationwide in-person consultation Executive search Upgrading independent broker dealers Succession planning

AdvisorBridge® Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

2 contacts with contact data
2 with email data and 2 with phone data in the visible sample.
1 department represented
Visible contacts with email or phone data are mapped to these departments.
Finance
1

AdvisorBridge® People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

D
Don Foster
Executive Search, Talent Acquisition
EP
D
Debra Grier
Director at Searchtower
EP

AdvisorBridge® Workforce Composition

Seniority breakdown across 3 visible profiles.

Individual contributor
2
Director
1

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