Affiliated Advisors recently marked a major achievement, reaching $5 billion in assets under advisement. This milestone, the result of steady organic growth and strategic acquisitions and mergers over four years, has positioned the firm among the faster-growing platforms within Osaic.
Now supporting more than 100 advisors with a team of 60, Affiliated Advisors credits its comprehensive service platform with enabling advisors to focus on business development, digital marketing, and mergers and acquisitions.
President Rita Robbins emphasized that the firm’s service model helps advisors streamline their operations, allowing them to prioritize growth.
Managing Director Trisha Qualy, CFP® noted that about a third of the firm’s advisors are experiencing growth rates of 15% or more, with many seeing upwards of 40%. With a 100% retention rate, these growth figures have contributed to Affiliated Advisors’ recent expansion.
Mergers and acquisitions have also played a key role, with Affiliated Advisors facilitating more than 20 transactions involving $500 million in assets. According to Managing Director Tom Rippberger, CFP® the firm’s internal network provides valuable succession planning opportunities, which are especially beneficial for newer advisors looking to grow through acquisition.
As firms adapt to evolving demands, effective resources, compliance, and advisory support are critical for long-term success.
“As the wealth management industry continually increases complexities and challenges access to high level expertise and resources is more important than ever before.” said Robbins. “We believe our platform is a critical success factor for the long-term vibrancy of advisory firms in the coming years ahead.”
About Affiliated Advisors
Affiliated Advisors provides a comprehensive suite of business management, compliance, technology, marketing, and investment advisory solutions and services with direct access to experienced professionals, skilled in helping advisors streamline their workflows. Known for ease of transitions, as well as succession planning resources and acquisition opportunities, Affiliated Advisors has been a shining star in the financial services industry and a beacon for championing inclusion and giving back.