Broker Check

How We Help

Experienced, Diverse, Personalized Advisor Service
and Support Platform

Today, as the industry evolves, big firms continue to grow larger and are losing the personal touch making it more difficult than ever to be a solo advisor or an emerging team.

Affiliated Advisors provides you with a dedicated team of professionals between you and the home office. It’s the best of both worlds. You get the resources of one of the largest broker-dealer networks in the country and the one-to-one support from being part of our team and a community of like-minded advisors. As a part of our network, you will have access to a personalized, concierge environment where your firm is given the resources to best serve your business and your clients.

You will access a comprehensive suite of business management, compliance, technology, marketing, and financial planning offerings with preferred pricing. Staffed by our skilled team, our passion and mission is to help solo advisors and emerging teams build the practices of their dreams through a dedicated service and support platform.

  

Direct Access to Experts

Direct Access to Experts

Affiliated Advisors is a team of award-winning, innovative, industry veterans. You will have access to a comprehensive suite of business management, compliance, technology, marketing, and financial planning offerings with preferred pricing. Our organization is staffed by a skilled team whose sole focus is supporting advisors and helping them develop stronger businesses.

Concierge Transition Process

Concierge Transition Process

We know that transitions sound like a lot of work. And they are. But when you join Affiliated Advisors, we do the heavy lifting for you to make it a pain-free process. We have extensive experience completing transitions and have honed our approach to streamline all aspects including paperwork, licenses, training, hiring, and onboarding. We have created a Whie Paper that will provide you with the key actionable insights for why advisors are being proactive with their businesses and their careers. Download our White Paper: Transitioning Your Broker Dealer is Easier Than You Think

Succession Planning Resources & Opportunities

Succession Planning Resources & Opportunities

If you are thinking about an eventual sale of your business, whether that’s in the next five years or down the road, we provide access to succession experts and a network of vetted buyers. And if you are an advisor looking to buy into an existing firm, we can help you identify opportunities and assist with an acquisition strategy. We have captured our best learnings, knowledge, what to avoid, and how to best position yourself for success based on the wide range of mergers and acquisitions. Download our White Paper: Getting the Deal Done - Best Practices for Buying a Practice in Today's Competitive Marketplace

Content, Community, Coaching

Content, Community, Coaching

Being a solo advisor or an emerging team does not mean you have to be just another number. The Affiliated Advisors network is a thriving group of like-minded advisory firms and service professionals that give you access to networking, best practice sharing, new business-enhancing methods, and continuing education. Ready to get to know our advisors?