Affiliated Advisors Email Format

Financial ServicesNew York, United States11-50 Employees

Affiliated Advisors is a financial services firm that supports independent financial advisors by offering a personalized platform of resources and expertise. The company serves solo practitioners and emerging advisor teams, providing access to operations, compliance, technology, and marketing support through a hands-on, concierge-style environment. Its model emphasizes enabling advisors to run their practices more effectively while leveraging the reach and infrastructure of a larger broker-dealer network, along with one-to-one guidance from industry professionals. Based in New York, the firm positions itself as a resource for practitioners nationwide, aiming to help them build the practices they envision and deliver comprehensive service to their clients.

Affiliated Advisors operates within the financial services industry and maintains multiple office locations, including New York, Rochester, and St. Louis Park, reflecting its nationwide reach. The organization has received recognition in the advisor-support space, including industry awards and press coverage for initiatives such as a recent affiliation program and ongoing monthly administrative roundtables. The company’s stated mission centers on helping independent advisors grow their businesses while providing access to a wide network and dedicated professional support.

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