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.
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.
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.
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.
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.