Client Portfolio

Financial Advisors

Our clients are noteworthy advisory firms that value our expertise. Since our firm's inception, we have worked with over 175 leading advisory firms, with over 50 of these firms holding more than $1B in client assets. We only take on projects to which we can deliver meaningful results by solving a key organizational challenge or providing a solution that is accretive to growth. If we can’t add value, we let a firm know it, and hopefully can refer to a friend in the industry. Many of our clients choose to continue to leverage our services on an ongoing basis. Our clients include leading wealth managers, family offices, asset managers, and “fully affiliated” private wealth advisors seeking to break away.


Representative Client List

Advisor Growth has worked with hundreds of clients and is friends with thousands, here is a sample of our client list:

Focus Financial

Scharf Investments

North Rock Partners

Global Financial Private Capital

Cornerstone Wealth



Heritage Financial Services

Kore Private Wealth


Waldron Private Wealth

Lourd Murray



True North Advisors

Mclean Asset Management

Hamilton Capital



Fort Point

JGP Advisors


Foster Group


Leading institutions hire us to develop business strategies, design practice management programs, and create thought leadership. Our leading institutional clients include, Assetmark, Bank of New York, Cetera, Charles Schwab & Co., LPL, Fidelity, Pershing, TD Ameritrade, and WisdomTree. We enjoy frequently connecting with our clients, friends in the industry, and prospective clients at various industry forums.



  • Large teams considering a transition
  • Successful firms seeking to aggressively grow
  • Firms in need of a solution for a structural challenge
  • Owners seeking to exit on their own terms


  • "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.

  • "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."

  • "Assisting our management team in determining a compensation structure that met our culture and was market-based ensured our success in attracting and retaining top talent."

  • "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."



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