Advisor Business Solutions Employee Directory
Financial ServicesCalifornia, United States2-10 Employees
Advisor Business Solutions is a small consulting firm based in Long Beach, California, serving clients across the United States. It provides wealth-management consulting focused on succession planning, advisor transitions, staff recruitment, and practice management for Registered Investment Advisors, independent broker-dealers, CPA firms, asset managers, and related firms. In addition, it provides marketing, branding, and outreach services for government entities at local, state, and federal levels in areas such as health and human services, emergency management, workforce development, water management, transportation, and training and education. The firm draws on more than twenty years of industry experience to inform its advisory and support offerings. It operates from Long Beach with a small team.