"When we were at crossroads in our business, Advisor Growth Strategies was pivotal to building the firm we have today. Our success and growth could not have occurred without their guidance."

"Thanks for all your help throughout the process of designing our equity structure. We would have failed without your guidance!"

"Advisor Growth Strategies opened our eyes to host of potential issues and more importantly, helped us find “win/win” solutions. Combining two large advisor group complexes is a huge undertaking. AGS structured the transition in a way that is sustainable for all involved."

"For our management team the understanding and explanation of the factors that drive the valuation of TCI helped us direct our focus. This alone was worth the cost of the firm valuation."

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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