Advisorassist
AdvisorAssist is a management consulting firm focused exclusively on serving investment advisory firms. Through consultative services and outsourcing, AdvisorAssist provides expertise, resources and actionable solutions that enable investment advisors to achieve their full potential. We are not your typical consulting firm. We deliver practical, actionable advice and solutions that are specific to your unique situation and business model by bringing together the three critical components of your advisory practice: People, Process and Technology. Services include- RIA Transition Strategy & Registration - RIA Registration and Compliance Design - Ongoing Compliance Support - Strategic, Operational & Marketing Planning http://AdvisorAssist.com
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Verified contacts
32
available on Kipplo
LinkedIn employees
37
11 to 50 range
Open roles
—
no listings
Distinct roles
18
indexed titles
Tech stack
1
tools in use
Monthly traffic
280
organic / mo
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Decision-makers and verified team members
32 contacts with verified email or phone · masked until revealed.
- TY
Thomas Yates
Managing Director · General Business & Management
EmailPhone - AS
Alec Schiffman
Compliance Consultant · Finance & Accounting
EmailPhone - CM
Colin MacKellar
Consultant · General Business & Management
EmailPhone - MF
Marcus Forrester
Consultant · General Business & Management
EmailPhone - RD
Raphael Dinh
Compliance Consultant · Finance & Accounting
EmailPhone - SG
Samuel Guy
Compliance Consultant · Finance & Accounting
EmailPhone - SW
Spencer Wood
Compliance Consultant · Finance & Accounting
EmailPhone - CI
Conor I. Anderson
Managing Partner & Head of Staff at Advisorassist · Other
EmailPhone - GM
Gabrielle Magdziarz
&, · Other
EmailPhone
Showing 9 of 32 verified contacts
Top roles at Advisorassist
18 distinct titles indexed · top 10 shown.
- 12compliance consultant
- 2compliance consultant ii
- 2consultant
- 2senior compliance consultant
- 1&,
- 1assistant vice president, director of outsourced services
- 1consultant ii registration services
- 1founder ceo lead consultant
- 1intern
- 1junior compliance consultant
- +8more titles
Sign up to unlock all 32 contacts at Advisorassist
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 32 verified contacts at Advisorassist
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