Affiliated Advisors
Business Services · New York, United States · 1-10 Employees
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Overview
Headquarters
310 Riverside Dr Apt 1420, New York, New...Phone Number
(212) 695-5558Website
www.affiliatedadvisors.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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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 community of successful advisors who collaborate and provide feedback on innovative ideas. Their mission is to empower advisors to transition from outdated business models to more independent platforms, improving both personal and professional lives.Explore more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 Org Chart
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Affiliated Advisors is experiencing very low activity levels compared to other companies in the Business Services sector.
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Affiliated Advisors Tech Stack
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Affiliated Advisors News & Media
Affiliated Advisors Launches Inaugural Synthesis Program Scholarship, Honoring St. Louis Park High School Senior Audrey Mancini
~$5,000 award recognizes an outstanding student focused on a career in financial services ST. LOUIS PARK, Minn., May 21, 2026 /PRNewswire/ -- Affiliated Advisors, a leading advisor service and support platform, announced today the launch of its inaugural Synthesis Program Scholarship and...Financial Planning Partners Joins Encore Financial, Expanding Affiliated Advisors Network
Veteran Advisor Joan Gilles Merges Her Practice with Encore to Secure Long-Term Continuity for Clients MINNEAPOLIS, May 19, 2026 /PRNewswire/ -- Encore Financial, an independent financial advisory firm and member of the Affiliated Advisors network, announced today that Financial Planning...Affiliated Advisors' Managing Partner Trisha Qualy Earns Dual Industry Honors for Excellence and Leadership in Wealth Management
Recognized as a "Rising Star Under 40" by InvestmentNews and named among Finance & Commerce's "Top Women in Finance 2025" NEW YORK, Nov. 5, 2025 /PRNewswire/ -- Affiliated Advisors, a leading advisor service and support platform, announced today that its Managing Partner, Trisha Qualy,...Latitude Wealth Advisors Selects Osaic for Growth Platform and Client Services
Former Ameriprise Firm with $210 million in Client Assets Joins Affiliated Advisors, One of Osaic's Largest Enterprise OSJs PHOENIX, March 11, 2024 /PRNewswire/ -- Osaic, one of the nation's largest providers of wealth management services, announced the addition of Latitude Wealth...
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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 community of... Read More
