Grow Your Practice

and Join a Thriving Network of Independent Advisors

“My clients are happier and I am doing more business since moving to a more independent platform. If I knew how easy it was going to be, I would have transitioned years before.”

Rob Rafano

Financial Foundation Services

"Since 2012 we have acquired four practices. M&A requires patience. We’ve built an ensemble of experts across multiple disciplines to help us first retain assets and then market a larger line of services."

Scott Fitzgerald

Steel Ridge Advisors

"Over the last 20 years of partnership with Affiliated Advisors, my son and I have grown our business almost ten times. Why? Because we are able to do what we do best and we rely on the team at Affiliated to handle all the other stuff for us."

Beth Blecker

Eastern Planning Inc

"Affiliated Advisors was instrumental in helping us believe we could start our own firm. We appreciate their business acumen, but more importantly value their personal touch."

Mike Montag

Montag Wealth Management

<span style="font-weight: 400;" data-mce-style="font-weight: 400;">"Working alongside my father is a great opportunity. I am eager to blend his extensive knowledge with my young mind to impact our clients’ lives.”</span>

"Working alongside my father is a great opportunity. I am eager to blend his extensive knowledge with my young mind to impact our clients’ lives.”

Emily Allen

Allen Financial Associates

The Support You Need At Your Fingertips

Affiliated Advisors is eager to collaborate and help your business grow. Our team of financial professionals offers support such as, best practice sharing, new business-enhancing methods, and continuing education. We have the resources you need for succession planning, as well as buying or selling into a firm, and concierge onboarding for new advisors.

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You Don't Need to Feel Alone or Overwhelmed

With access to some of the industry’s most respected experts in marketing, client experience, and technology, you’ve got a partner that’s invested in your business. Plus, you benefit from a network of successful advisors supporting each other and providing a sounding board for peer feedback on new ideas and optimal solutions.

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Transitioning Your Broker Dealer is Easier Than You Think

Advisors across the country are stuck with bad business partners, outdated technology, and terrible service. Why is that? Because change is hard. That’s why we have created a white paper that will provide you with the key actionable insights for why advisors are being proactive with their businesses and their careers, along with a list of ten top areas you can focus on to further develop your business, enhance your clients’ experience, while making significant improvements in both your personal and professional lives.

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