In a display of continued momentum, Affiliated Advisors has successfully integrated 30 new advisors representing approximately $1.5 billion in client assets during the first quarter of 2025. This significant expansion has boosted the Osaic Super OSJ's total AUA to nearly $7 billion across close to 150 financial professionals.
"Advisors are increasingly seeking partners who deliver beyond the essentials," notes Rita Robbins, Founder and President of Affiliated Advisors. "They're looking for personalized solutions around growth strategies, technology optimization for profitability, practice management expertise, and human capital development."
This impressive growth comes amid significant industry disruption. The competitive landscape has prompted many advisors to reevaluate their affiliations.
What sets Affiliated Advisors apart in this crowded marketplace? The firm has strategically developed specialized programs addressing key advisor concerns:
The newly launched Synthesis Advisor Program provides targeted coaching and resources for next-generation advisors
Comprehensive succession planning services, with 26 transactions totaling nearly $1 billion executed over the past four years
A dedicated fee-only RIA affiliation model for practices with $100-250 million books of business
"We occupy a unique position in the market," Robbins explains. "We provide the robust resources you'd expect from a mega-firm, delivered with the personalized expertise of professionals who are genuinely passionate about helping advisors succeed."
For the complete story, read the full article at WealthManagement.com. Looking to learn more about partnership opportunities with Affiliated Advisors? Contact our team to discover how we might support your practice's growth and succession planning needs.