"Advisor Growth Strategies was an essential partner in the formation of Optas.  They helped us structure our strategic direction and lead the implementation of key elements of our transition from a large financial institution."

"AGS has a unique ability to simplify the complex and design solutions that take into consideration your immediate needs and long-term strategies.  We have been fortunate to enjoy significant growth over the years.  AGS has been there time and again helping us stay ahead of the curve."

"We collaborated to design a scalable compensation system and gained valuable insights through the design process.  If your firm has complex compensation or incentive challenges, consider partnering with AGS."

"AGS is exactly what we needed to determine our long-term growth objectives as a firm.  We gained a tremendous return from working with AGS as a thought-partner to identify our strategic path going forward."

Advisor Growth Strategies (AGS) works with financial advisory firms and institutions to build their ideal futures. For the past 10 years, we’ve partnered with the fastest-growing and largest firms across the country to support them in becoming better business owners.

Start

Start

We help sophisticated private wealth teams transition to independence by creating or joining an independent advisory firm.

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Grow

Grow

We work with owners of leading firms to achieve their growth objectives and run a better business.

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Exit

Exit

We guide founding partners and owners through a positive exit strategy, including succession plans and mergers & acquisition.

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