Affiliated Advisors logo

Affiliated Advisors Employee Directory

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.

Find Affiliated Advisors employees' phone numbers or email addresses

Affiliated Advisors Global Highlights

Location
Employees

North America
19

Minus sign iconPlus sign icon
  • United States Of America
    19

Affiliated Advisors's Leadership

  • Stylized image of a person
    N. S.
    Director Of Practice Management
    Phone icon
  • Stylized image of a person
    R. E. W.
    Director Of Operations And Compliance
    Phone icon
  • Stylized image of a person
    M. L.
    Director
    Phone icon
  • Stylized image of a person
    R. K.
    Advisor Support Manager
    Phone icon
  • Stylized image of a person
    S. O.
    Customer Service Specialist
    Phone icon

Affiliated Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Affiliated Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    N. S.
    Director Of Practice Management
    Phone icon
    Jun 27, 2026
  • Stylized image of a person
    R. E. W.
    Director Of Operations And Compliance
    Phone icon
    Jun 28, 2026
  • Stylized image of a person
    M. L.
    Director
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    R. K.
    Advisor Support Manager
    Phone icon
    May 30, 2026
  • Stylized image of a person
    S. O.
    Customer Service Specialist
    Phone icon
    Dec 18, 2025

Frequently Asked Questions

What is Affiliated Advisors known for?

Minus sign iconPlus sign icon
Affiliated Advisors was founded in 1994 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Affiliated Advisors's company overview page for more information.

What is Affiliated Advisors's most common email format?

Minus sign iconPlus sign icon
Affiliated Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Affiliated Advisors email formats with LeadIQ.

How many employees does Affiliated Advisors have currently?

Minus sign iconPlus sign icon
Affiliated Advisors has approximately 13 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Affiliated Advisors's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Affiliated Advisors's key employees include:

  • Director Of Practice Management: N. S.
  • Director Of Operations And Compliance: R. E. W.
  • Director: M. L.
  • Advisor Support Manager: R. K.
  • Customer Service Specialist: S. O.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.