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AdvisorAssist Employee Directory

Financial ServicesMassachusetts, United States11-50 Employees

AdvisorAssist has about 40 employees, all of them in North America. Legal and Banking make up over half of the profiles with a known department. AdvisorAssist's workforce spans 5 departments. AdvisorAssist's workforce fell 3% between January 2026 and November 2026.

Find AdvisorAssist employees' phone numbers or email addresses

AdvisorAssist Global Highlights

Location
Employees

North America
38

Minus sign iconPlus sign icon
  • United States Of America
    38

AdvisorAssist's Leadership

  • Chief Information Security Officer at AdvisorAssist
    P. C.
    Chief Information Security Officer
    Mobile Phone
  • Partner - Advisor Services at AdvisorAssist
    B. Y.
    Partner - Advisor Services
    Mobile Phone
  • Principal at AdvisorAssist
    G. B.
    Principal
    Mobile Phone

AdvisorAssist Employee Metrics

100%
50%
0%
2026
2025
  • Legal
  • Banking
  • Consulting
  • Business
  • Information Technology
  • Other
  • Finance

Legal is the largest department at 50% of profiles with a known department, down from 58% in January 2026, followed by Banking (21%, down from 23%) and Consulting (21%, up from 12%).

Contact profiles from AdvisorAssist

Name
Title
Contact
Location
Last Update
  • Chief Information Security Officer at AdvisorAssist
    P. C.
    Chief Information Security Officer
    Mobile Phone
    Oct 26, 2026
  • Partner - Advisor Services at AdvisorAssist
    B. Y.
    Partner - Advisor Services
    Mobile Phone
    Oct 30, 2026
  • Principal at AdvisorAssist
    G. B.
    Principal
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What are the largest departments at AdvisorAssist?

Minus sign iconPlus sign iconLegal is the largest department at 50% of profiles with a known department, down from 58% in January 2026, followed by Banking (21%, down from 23%) and Consulting (21%, up from 12%). AdvisorAssist's workforce spans 5 departments.

How has AdvisorAssist's workforce changed over the past year?

Minus sign iconPlus sign iconAdvisorAssist's workforce fell 3% between January 2026 and November 2026. Legal's share of profiles with a known department fell from 58% to 50%.

How many employees does AdvisorAssist have currently?

Minus sign iconPlus sign iconAdvisorAssist has approximately 40 employees as of November 2026. These team members are located across 1 continents, including North America.

Who are AdvisorAssist's key employees and leadership?

Minus sign iconPlus sign icon

As of November 2026, AdvisorAssist's key employees include:

  • Chief Information Security Officer: P. C.
  • Partner - Advisor Services: B. Y.
  • Principal: G. B.

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

What is AdvisorAssist's most common email format?

Minus sign iconPlus sign iconAdvisorAssist employees' email format typically follows the pattern of FLast@advisorassist.com. Trying to find reliable and up-to-date employee contact data? Find more AdvisorAssist email formats with LeadIQ.

What is AdvisorAssist known for?

Minus sign iconPlus sign iconAdvisorAssist was founded in 2006 and operates in the Financial Services industry. You can contact AdvisorAssist's main corporate office by phone at
+1-617-800-****
. Explore AdvisorAssist's company overview page for more information.

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