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:
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.
OUR IDEAL CLIENT
- 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