Affiliated Advisors

Affiliated Advisors

Financial Services

New York, NY 889 followers

About us

Our mission is to help independent financial advisors build the practices of their dreams. We work with solo financial advisors and emerging teams to offer a personalized, concierge environment where your firm is given the resources to best serve your business and your clients. With direct access to our industry experts and professionals, our clients have a comprehensive service and support platform, staffed by skilled operations, compliance, technology, and marketing professionals. We help financial advisors across the country get the resources of one of the largest broker-dealer networks in the country and one-to-one support from being part of our team and a community of like-minded advisors. info@affiliatedadvisors.com New York, NY Office Phone: (212) 695-5558 Rochester, MI Office Phone: (248) 792-5043 St. Louis Park Office Phone: (612) 293-5907 Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Industry
Financial Services
Company size
2-10 employees
Headquarters
New York, NY
Type
Privately Held
Founded
1994
Specialties
We offer independent financial professionals personalized solutions for marketing, operations, technology, and practice management. Our clients have access to tools and proven strategies to enhance their client services, attract new business, conduct practice valuations, and explore expansion opportunities.

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Employees at Affiliated Advisors

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