Advisor Controls Information

View Top Employees from Advisor Controls

Advisor Controls offers a comprehensive suite of tools designed to enhance client financial planning outcomes and boost the profitability of advisors’ practices. The Advisor Controls financial planning and management software provides services that optimize product mix and maximize planning results. Through this software, financial advisors gain access to essential resources, trusted technologies, and proven planning processes used by top producers in their industry. This user-friendly solution simplifies and elevates their clients' retirement and financial planning needs, from simple income flooring to advanced estate strategies.

Website	https://advisorcontrols.com/
Revenue	$4 million
Employees	3 (2 on RocketReach)
Address	615 S College St Floor 9, Charlotte, North Carolina 28202, US
Technologies	JavaScript , HTML , PHP +25 more (view full list)
Industry	Financial Services, Finance General, Finance
Keywords	Financial Planning Software, Advisor Technology, Wealth Management Software, Practice Management Software, Client Management Software, Financial Advisor Tools, Investment Management Software, Crm For Advisors, Portfolio Management Software, Financial Planning Tools, Advisor Crm, Wealthtech, Practice Management Tools, Client Portal Software, Digital Advice Tools, Financial Technology Solutions, Advisor Productivity Tools, Automated Financial Planning
Competitors	Fidelity Investments, eMoney Advisor, Morningstar, Orion, Redtail Technology, Riskalyze, Wealthbox, Schwab Advisor Services, FinFolio, PlanPlus Online +39 more (view full list)
SIC	SIC Code 62 Companies, SIC Code 628 Companies
NAICS	NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies

Advisor Controls Questions

What is the annual revenue of Advisor Controls?

The Advisor Controls annual revenue was $4 million in 2026.

Who is the CEO of Advisor Controls?

Henry Doss is the CEO of Advisor Controls.

How many people are employed at Advisor Controls?

2 people are employed at Advisor Controls.

Where is Advisor Controls based?

Advisor Controls is based in Charlotte, North Carolina.

What is the NAICS code for Advisor Controls?

The NAICS codes for Advisor Controls are [52, 523, 52393, 5239].

What is the SIC code for Advisor Controls?

The SIC codes for Advisor Controls are [62, 628].

Top Advisor Controls Employees

Henry Doss

CEO at Advisor Controls

Charlotte, NC, US
3
- mac.com
- aol.com
- advisorcontrols.com
5+
- +1 704-548-XXXX
- +1 336-489-XXXX
- +1 336-877-XXXX
- +1 334-270-XXXX
- +1 336-489-XXXX
- +1 336-246-XXXX
Collin Minor

Director of Business Development at Advisor Controls

Naples, FL, US
2
- advisorcontrols.com
- hotmail.com
1
- +1 980-505-XXXX

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