AdvisorBridge

AdvisorBridge

Financial Services

Bryn Mawr, PA 128 followers

AdvisorBridge consults with Financial Advisors using proprietary Broker Dealer/Custodian Research and Due Diligence.

About us

AdvisorBridge, an affiliate company of SearchTower, is a nationwide, comprehensive consulting firm for financial advisors. We assist Financial Advisors with everything from broker dealer & custodian research to evaluations and succession planning. We have assisted hundreds of top Financial Advisors over 14 years. Our foundation is built on our experience as Financial Advisors which led to corporate roles in Business Development and Advisory Consulting with one of the industry's top Independent Broker Dealers. Nearly 15 years ago this experience culminated in the launch of AdvisorBridge. As one of the top consulting firms in the industry we do ongoing research and work with the best-of-breed broker-dealers and custodian platforms. Similar to your business with your wealth management clients, we firmly believe this is a relationship business that is dependent on getting to know and understand your practice. To learn more, visit www.advisorbridge.com or contact us directly at 610 733 4949

Industry
Financial Services
Company size
2-10 employees
Headquarters
Bryn Mawr, PA
Type
Privately Held
Founded
2009
Specialties
Going independent, Becoming an RIA, Assistance in negotiating broker dealer transition compensation, Nationwide, in-person consultation, Executive search, Upgrading independent broker dealers, and Succession planning

Locations

Employees at AdvisorBridge

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