AdvisorAssist
Financial Services • 
Marshfield, Massachusetts, United States • 21-50 Employees
Company overview
| Headquarters | 892 Plain St, 10, Marshfield, Massachusetts 02050, US |
| Phone number | +16178000388 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Outsourced Services, Business Planning, Ria Compliance, Fee-Based Advisor, Breakaway Advisors, Cco Support, Ria Registration, Ria Transition Strategy |
| Founded | 2006 |
| Employees | 21-50 |
| Socials |
Key Contacts at AdvisorAssist
Christopher Winn
Founder / Ceo / Lead Consultant
Thomas Yates
Managing Director
Jennifer Krakower
Partner, Managing Director
Barbi Fennewald
Assistant Vice President, Director Of Outsourced Services
AdvisorAssist Email Formats
AdvisorAssist uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@advisorassist.com), used 72.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@advisorassist.com | 72.5% |
{first initial}{last name} | jdoe@advisorassist.com | 27.5% |
About 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
AdvisorAssist revenue & valuation
| Annual revenue | $7,200,000 |
| Revenue per employee | $206,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $23,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
AdvisorAssist has 29 employees across 3 departments.
Departments
Number of employees
Funding Data
AdvisorAssist has never raised funding before.
AdvisorAssist Tech Stack
Discover the technologies and tools that power AdvisorAssist's digital infrastructure, from frameworks to analytics platforms.
Security
WordPress plugins
JavaScript libraries
JavaScript libraries
Maps
JavaScript libraries
JavaScript libraries
CDN
Advertising
Font scripts
JavaScript libraries
Miscellaneous
Canada
Denmark
United Kingdom
France
Frequently asked questions
4.8
40,000 users
