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ADVISOR SUPPORT PLATFORMS Office of Supervisory Jurisdiction (OSJs)
AFFILIATED ADVISORS
Launched in 2022, the Affiliated Advisors Thought Leadership Program is a series of practice management white papers and case studies of highly successful advisors. We commissioned industry research to identify the most important topics that contribute to advisors’ success. Our White Paper Series provides advisors with practical insights and strategies for managing their businesses more effectively, covering topics such as changing broker-dealers, succession planning, and building client connections. Thought Leadership Program
Our Profiles in Success feature interviews with some of our most accomplished advisors, sharing their personal stories to inspire others in the industry. Together, these resources support advisors in achieving greater success and providing better service to their clients. These initiatives are part of our broader effort to help independent advisors build the practices of their dreams.
Affiliated Advisors is a team of experienced and innovative industry experts with a passion and mission to help solo advisors and emerging teams through a dedicated service and support platform. Founded almost 30 years ago by industry veteran Rita Robbins, Affiliated Advisors’ award-winning suite of marketing, technology, compliance, service, financial planning, practice management and succession planning resources is helping nearly 100 financial advisors grow and better manage their advisory businesses. We are proud of our network of versatile advisors across the country which represents over $3 billion of assets under administration. Ninety percent of our team is women, and our executive team spans three generations. Offering a tailored and diverse approach, our mission is to help independent advisors build the practices of their dreams.
www.affiliatedadvisors.com
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WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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