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.
| Website | http://affiliatedadvisors.com |
| Employees | 13 (10 on RocketReach) |
| Founded | 1994 |
| Address | 310 Riverside Dr Suite 1420, New York, New York 10025, US |
| Phone | +1 570-321-6111 |
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| Industry | Financial Services |
| Keywords | Technology Solutions, Marketing Support, Practice Management, Advisor Support, Financial Planning, Wealth Management, Investment Advisory, Business Consulting, Team Growth, Financial Services, Concierge Services, Practice Growth, Advisor Resources, Business Development, Client Acquisition, Regulatory Compliance |
| Competitors | Fidelity Investments, Morgan Stanley, Vanguard, Schwab Advisor Services, Edward Jones, Financial Services Company, BlackRock, LPL Financial, Raymond James +32 more (view full list) |
Looking for a particular Affiliated Advisors employee's phone or email?
Rita Robbins is the Founder and President of Affiliated Advisors.
10 people are employed at Affiliated Advisors.
Affiliated Advisors is based in New York, New York.