AdvisorAssist Revenue and Competitors
Estimated Revenue & Valuation
- AdvisorAssist's estimated annual revenue is currently $5.9M per year.
- AdvisorAssist's estimated revenue per employee is $168,000
Employee Data
- AdvisorAssist has 35 Employees.
- AdvisorAssist grew their employee count by 52% last year.
AdvisorAssist's People
| Name | Title | Email/Phone |
|---|---|---|
1 | VP Compliance Services & Counsel | Reveal Email/Phone |
2 | Head Advisor Services at AdvisorAssist | Reveal Email/Phone |
3 | Partner, VP Senior Compliance Consultant | Reveal Email/Phone |
4 | AVP, Director Outsourced Services | Reveal Email/Phone |
5 | Managing Director | Reveal Email/Phone |
6 | Partner, Managing Director | Reveal Email/Phone |
7 | Compliance Consultant | Reveal Email/Phone |
8 | Principal | Reveal Email/Phone |
9 | Partner - Advisor Services | Reveal Email/Phone |
10 | Senior Compliance Consultant | Reveal Email/Phone |
AdvisorAssist Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $38.3M | 166 | 0% | N/A | N/A |
#2 | $121.5M | 463 | 6% | N/A | N/A |
#3 | $4.3M | 29 | 21% | N/A | N/A |
#4 | $13.6M | 72 | 80% | N/A | N/A |
#5 | $7.9M | 47 | -27% | N/A | N/A |
#6 | $7.2M | 43 | 8% | N/A | N/A |
#7 | $48M | 208 | 8% | N/A | N/A |
#8 | $164.9M | 0 | N/A | N/A | N/A |
#9 | $147M | 560 | -5% | N/A | N/A |
#10 | $64.7M | 280 | 3% | N/A | N/A |
What Is 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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Total Funding
35
Number of Employees
$5.9M
Revenue (est)
52%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Other Companies in Marshfield
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $5.2M | 36 | -12% | N/A |
#2 | $8.6M | 37 | 6% | N/A |
#3 | $7.5M | 38 | -3% | N/A |
#4 | $8.8M | 38 | 0% | N/A |
#5 | $3.5M | 41 | 14% | N/A |