AFFILIATED

Affiliated Advisors

@affiliated_advisors

New York, NY
http://AffiliatedAdvisors.com
Financial Services

Overview

About Affiliated Advisors

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.

[email protected]

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.

Headquarters

New York, NY

Website

http://AffiliatedAdvisors.com

Company Size

2-10 employees

Industry

Financial Services

Company Type

Privately Held

Founded

1994

Specialties

We offer independent financial professionals personalized solutions for marketing, operations, technology, and practice management. Our clients have access to tools and proven strategies to enhance their client services, attract new business, conduct practice valuations, and explore expansion opportunities.

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