Affiliated Advisors

Finance · New York, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

310 Riverside Dr Apt 1420, New York, New...

Phone Number

(212) 695-5558

Revenue

<$5 Million

Industry

Finance Business Services Securities Trading Project Management

About Affiliated Advisors

Affiliated Advisors provides support and resources for independent financial advisors, helping them grow their practices and enhance client experiences. They offer best practice sharing, business-enhancing methods, and continuing education, along with assistance in succession planning and onboarding new advisors. The company fosters a thriving community of successful advisors who collaborate and provide peer feedback. Their mission is to empower advisors to transition from outdated business models to more independent platforms, improving both personal and professional lives.Explore more
Affiliated Advisors's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Affiliated Advisors Org Chart

MM
United States flag for contact location.

President & Chief Executive Officer

PhoneEmail
RR
United States flag for contact location.

Founder & President

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Compare Similar Companies to Affiliated Advisors

Compare insights from companies similar to Affiliated Advisors, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Affiliated Advisors

<$5M
1-10
Private
-
1994
MM
Merv MorrisPresident & CEO
$7.5M
11-50
Private
-
2021
LZ
Leigh ZhangChief Investment Officer
<$5M
11-50
Private
-
2014
MH
Meredith HazenFinancial Advisor
<$5M
11-50
Private
-
2004
<$5M
1-10
Private
-
2010
LO
Laura OdegaardDirector, Client Services
<$5M
1-10
Private
-
2005
BS
Bryce StreetBranch Office Manager
Illustration of an envelope

Affiliated Advisors Tech Stack

A closer look at the technologies used by Affiliated Advisors

Top Finance Companies

Frequently Asked Questions Regarding Affiliated Advisors

What is Affiliated Advisors's official website?
Affiliated Advisors's official website is www.affiliatedadvisors.com
What is Affiliated Advisors's Revenue?
Affiliated Advisors's revenue is <$5 Million
What is Affiliated Advisors's SIC code?
Affiliated Advisors's SIC: 62,628
What is Affiliated Advisors's NAICS code?
Affiliated Advisors's NAICS: 52,523
How many employees does Affiliated Advisors have?
Affiliated Advisors has 1-10 employees
What industry does Affiliated Advisors belong to?
Affiliated Advisors is in the industry of: Finance, Business Services, Securities Trading
What is Affiliated Advisors competition?
Affiliated Advisors top competitors include: Sunrise Wealth Partners, WealthSpring, La Pointe Wealth Management, Triton Wealth
What technology does Affiliated Advisors use?
Some of the popular technologies that Affiliated Advisors uses are: Cloudflare Website Optimization, Smarsh, Datadog, YouTube
How do I contact Affiliated Advisors?
Affiliated Advisors contact info: Phone number: (212) 695-5558 Website: www.affiliatedadvisors.com
What does Affiliated Advisors do?

Affiliated Advisors provides support and resources for independent financial advisors, helping them grow their practices and enhance client experiences. They offer best practice sharing, business-enhancing methods, and continuing education, along with assistance in succession planning and onboarding new advisors. The company fosters a thriving comm... unity of successful advisors who collaborate and provide peer feedback. Their mission is to empower advisors to transition from outdated business models to more independent platforms, improving both personal and professional lives.Read More

What are Affiliated Advisors social media links?
Affiliated Advisors Linkedin page Affiliated Advisors Facebook page
Is Affiliated Advisors a public company?
Affiliated Advisors is private company therefore does not currently have an official ticker symbol
See more information about Affiliated Advisors

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.