Advisor Guidance, Inc. is a consulting firm affiliated with MainStay Consulting Group LLC focused on the needs of new and emerging investment advisory firms. We provide complete registration and compliance services to investment advisors who have established, or would like to, their own state or federally registered investment advisory firm, and need help with the process or the ongoing compliance and regulatory requirements.
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Advisor Guidance Questions
The Advisor Guidance annual revenue was $1 million in 2026.
Samuel Carter is the Director, Registration and Compliance Services of Advisor Guidance.
4 people are employed at Advisor Guidance.
Advisor Guidance is based in New Castle, New Hampshire.
The NAICS codes for Advisor Guidance are [523, 52393, 5239, 52].
The SIC codes for Advisor Guidance are [62, 628].
Top Advisor Guidance Employees
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32
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Kara Leopold
Compliance Services at Advisor Guidance
Portland, ME, US1 -
42
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