Advisor Successions
Business Services · United States · 1-10 Employees
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Overview
Headquarters
United StatesWebsite
www.advisor-successions.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Advisor Successions
Garrett Taylor is the founder of Advisor Successions and sister company Coastline Wealth Management, both founded in 2012. Advisor Successions is a leading national consulting firm for financial advisors and wealth managers interested in buying or selling financial advisory practices. Over the past three years, Advisor Successions has put together hundreds of deals, and overseen the successful transition of billions of dollars in AUM. Coastline Wealth Management, Mr. Taylors independent investment advisory firm, has grown from $20 million in AUM to $1 billion in AUM in less than six years, predominantly through acquisitions. Prior to founding Advisor Successions and Coastline Wealth Management, Mr. Taylor spent a decade with Ameriprise as Financial Advisor, Advisor Coach, District Manager, and finally Branch Manager. In this capacity, he was involved in numerous purchases of financial advisory practices. Between his roles at Ameriprise, Coastline, and Advisor Successions, Garrett has aRead more
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Founded In
Advisor Successions
<$5M
1-10
Private
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Company Profile Activity
Activity Insights
Advisor Successions is experiencing very low activity levels compared to other companies in the Business Services sector.
What does this means?
Advisor Successions is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Advisor Successions.
Advisor Successions Tech Stack
A closer look at the technologies used by Advisor Successions
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Frequently Asked Questions Regarding Advisor Successions
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Garrett Taylor is the founder of Advisor Successions and sister company Coastline Wealth Management, both founded in 2012. Advisor Successions is a leading national consulting firm for financial advisors and wealth managers interested in buying or selling financial advisory practices. Over the past three years, Advisor Successions has put together... Read More
