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AdvisorAssist Revenue and Competitors

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Marshfield, MA USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • AdvisorAssist's estimated annual revenue is currently $5.9M per year.(i)
  • AdvisorAssist's estimated revenue per employee is $168,000

Employee Data

  • AdvisorAssist has 35 Employees.(i)
  • AdvisorAssist grew their employee count by 52% last year.

AdvisorAssist's People

NameTitleEmail/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$38.3M1660%N/AN/A
#2
$121.5M4636%N/AN/A
#3
$4.3M2921%N/AN/A
#4
$13.6M7280%N/AN/A
#5
$7.9M47-27%N/AN/A
#6
$7.2M438%N/AN/A
#7
$48M2088%N/AN/A
#8
$164.9M0N/AN/AN/A
#9
$147M560-5%N/AN/A
#10
$64.7M2803%N/AN/A
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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

keywords:N/A

N/A

Total Funding

35

Number of Employees

$5.9M

Revenue (est)

52%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$5.2M36-12%N/A
#2
$8.6M376%N/A
#3
$7.5M38-3%N/A
#4
$8.8M380%N/A
#5
$3.5M4114%N/A