AdvisorAssist, the leader in driving advisor independence, provides comprehensive RIA registration, incubation, and ongoing compliance solutions to help RIAs "build, grow, optimize and protect" their advisory firms. Founded in 2006 by Chris Winn, AdvisorAssist now supports over 500 RIAs with personnel of over 3,000 and assets under management in excess of $100 billion. AdvisorAssist has also aligned through a strategic capital partnership with Merchant, a private partnership providing growth capital, management resources, strategic opportunities and direction to independent financial services companies.
| Website | http://www.advisorassist.com |
| Revenue | $2 million |
| Employees | View employees |
| Address | 892 Plain St Ste 10, Marshfield, Massachusetts 02050, US |
| Phone | +1 617-800-0388 |
| Fax | (850) 410-9748 |
| Industry | Finance General, Finance |
| Competitors | SEI, Envestnet, Inc, Morgan Stanley, Schwab Advisor Services, Fidelity Investments, LPL Financial, TD Ameritrade Institutional, Pershing, a BNY Mellon company, AssetMark, Wealthfront +37 more (view full list) |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies |
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AdvisorAssist LLC Questions
The AdvisorAssist LLC annual revenue was $2 million in 2026.
AdvisorAssist LLC is based in Marshfield, Massachusetts.
The NAICS codes for AdvisorAssist LLC are [52, 523, 5239, 52393].
The SIC codes for AdvisorAssist LLC are [62, 628].
