Well-Positioned for Growth
We are a management consulting and transaction advisory firm exclusively for financial advisory firms and institutions looking to aggressively grow or solve a key management challenge. In other words, we support firms to be well-positioned at every stage of business.
Our key differentiator, in short, is, “We’ve been there, done that.” We understand the business of running a business because we do it every day, for our own firm and in advising financial services firms across the country.
When we started Advisor Growth in 2009, it seemed to be one of the worst times to start a business. But we forged ahead, leaving the comfort of the corporate world to make a bigger difference for RIAs and independent advisory firms. Like many of our clients, we, too, felt the uncertainty of our future. But also, like many, we were confident in our business model, and soon our core values of client-focused and high integrity established our firm as solid and strategic. As word got out, we kept being hired, each year more than the last.
Today, as we look back, we are proud that our firm has been able to participate as a respected resource in the greatest expansion of fiduciary advice for the U.S. consumer of our lifetime. We’ve supported 300+ clients and $450B+ in cumulative AUM. We’ve launched RIA firms, aided firms with modest beginnings to become some of the most successful firms in the United States and helped founders realize the value of their life’s work through M&A.
Accelerating Business Excellence
We’ve been able to advance the advisory profession – accelerate business excellence, we like to say – by educating the industry and helping financial advisory firms build their ideal future. We remain steadfast in our approach and in our values: clients first, no conflicts, taking on projects where we can add value and helping others in the RIA ecosystem.
As we look forward, there are many challenges facing the advisory profession as the competitive landscape rapidly changes. Advisors need support to help ensure that their firms – and the industry – are positioned for growth. The industry needs to transition firms from founders to the next generation, and more new professionals need to enter the industry to make sure that thoughtful, fiduciary advice is available to American families.
Committed to Building Futures
So back to where we started, Why us? We are committed to building futures – the future of advisory firms: their owners, their contributors and their clients. We take a pragmatic and streamlined approach by staying in our lane, helping where we can add the most value. We support firms from beginning to end: we start firms; guide business management projects including compensation, equity and succession planning; and consult on mergers and acquisitions (M&A).
Advisor Growth Strategies understands the challenges and opportunities advisors face and will continue to offer clarity, strategy and solutions to help position our clients toward future growth and success.
The AGS Advantage
Experience: Anticipatory Action
Working through the RIA lifecycle many times over, we understand the architecture of business stages and the growth potential with the right partner. Armed with years of rich data, educated insight and collective wisdom, we can guide and strategically advise you through each stage of your lifecycle so that you are ready for the next.
Compensation & Equity
Advisor in Transition
Consult on buy/sell, mergers, capital raise, acquisition strategy development, board work and commercial due diligence
Align a blueprint to growth goals and forecast a firm’s potential upon implementation
Compensation & Equity
Revamp compensation and equity to meet or exceed growth objectives
Assess feasibility and structure of terms for a potential plan
Determine an objective opinion of value (appraisal)
Advisor in Transition
Organize a plan to streamline a transition
Data: Supercharged Reality
We offer a rare combination of market data beyond broad industry benchmarking, grounded in fact, that you can leverage for sustainable business growth over time.
Quantitive Data Analysis
Every customized recommendation proven out through models tailored to your business
Unique Industry Expertise
Firsthand experience with hundreds of RIAs and access to best practices through our think tank, Alliance for RIAs (aRIA)
Insight into what works (and doesn’t) to set RIAs up for future success and durability during any market cycle
Process: Demonstrable Difference
We pair industry best practices with your specific needs to develop a recommendation that is tailored and conclusive. We apply a differentiated process that caters directly to your business, validates concepts and gains feedback to authenticate strategies.
- Scope project
- Identify timeline
- Establish cost/framework