Our mission is to help independent financial advisors build the practices of their dreams.
We work with solo financial advisors and emerging teams to offer a personalized, concierge environment where your firm is given the resources to best serve your business and your clients.
With direct access to our industry experts and professionals, our clients have a comprehensive service and support platform, staffed by skilled operations, compliance, technology, and marketing professionals.
We help financial advisors across the country get the resources of one of the largest broker-dealer networks in the country and one-to-one support from being part of our team and a community of like-minded advisors.
info@affiliatedadvisors.com
New York, NY Office
Phone: (212) 695-5558
Rochester, MI Office
Phone: (248) 792-5043
St. Louis Park Office
Phone: (612) 293-5907
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Company Details
- Employees
- 13
- Founded
- -
- Address
- 310 Riverside Dr, Suite 1420,united States
- Phone
- +1-212-695-5558
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- affiliatedadvisors.com
- Keywords
- We offer independent financial professionals personalized solutions for marketing, operations, technology, and practice management. Our clients have access to tools and proven strategies to enhance their client services, attract new business, conduct practice valuations, explore expansion opportunities..
- HQ
- New York, NY
Affiliated Advisors Questions
Affiliated Advisors's helpline number is +1-212-695-5558
Affiliated Advisors's website is affiliatedadvisors.com
Affiliated Advisors's LinkedIn profile is https://www.linkedin.com/company/affiliated-advisors
Affiliated Advisors has
13 employees.
View email and phone details for 13
employees at Affiliated Advisors.
Affiliated Advisors's industry is
Financial Services
Affiliated Advisors's top competitors are
Wealthmanagement.com,
Financially Fluent Advisors,
Sanctuary Wealth,
Modern Life,
Xypn,
Advisory Services Network,
Osaic,
Lavender Hill Farm,
Newedge Capital Group,
Woodbury Financial Services.
Affiliated Advisors's categories are Financial Services
Affiliated Advisors's founding year is 1994
