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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

Website http://www.advisorbridge.com
Revenue $1 million
Employees 7 (3 on RocketReach)
Founded 2009
Address 32 N. Bryn Mawr Ave Suite 200, Bryn Mawr, Pennsylvania 19010, US
Phone +1 888-642-6355
Fax (610) 349-3862
Technologies
Industry Financial Services, Business Services General, Going Independent, Business Services, Becoming an RIA, Assistance in negotiating Broker Dealer transition compensation, Succesion Planning, Nationwide in-person consultation, Upgrading independent Broker Dealers., Executive Search
Keywords Financial Advisor Consulting, Advisor Succession Planning, Advisor Consulting Services, Advisor Due Diligence, Financial Advisor Transition, Practice Management Consulting, Wealth Management Consulting, Advisor Growth Strategies, Financial Advisor Technology
Competitors Fidelity Investments, Schwab Advisor Services, Merrill Edge, SoFi, Wealthsimple, Betterment, Wealthfront, Acorns, Personal Capital, SigFig Wealth Management, LLC +50 more (view full list)
SIC SIC Code 73 Companies, SIC Code 7361 Companies, SIC Code 736 Companies
NAICS NAICS Code 56 Companies, NAICS Code 523 Companies, NAICS Code 561 Companies, NAICS Code 52 Companies

AdvisorBridge Questions

The AdvisorBridge annual revenue was $1 million in 2026.

Mariah E is the Director of AdvisorBridge.

3 people are employed at AdvisorBridge.

AdvisorBridge is based in Bryn Mawr, Pennsylvania.

The NAICS codes for AdvisorBridge are [56, 523, 561, 52].

The SIC codes for AdvisorBridge are [73, 7361, 736].

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