What departments does AdvisorAssist have?

AdvisorAssist has employees across 3 departments including Information Security, Consultant, Administrative.

What is the largest department at AdvisorAssist?

The largest department at AdvisorAssist is Consultant with 19 employees.

Where are AdvisorAssist employees located globally?

AdvisorAssist has employees across 1 continents and 1 countries including United States Of America.

How has AdvisorAssist's team size changed over time?

AdvisorAssist's team has decreased from approximately 31 to 25 employees based on available data.

AdvisorAssist Employee Directory

Q: Who are AdvisorAssist's key employees and leadership?

AdvisorAssist's key employees include: Founder / Ceo / Lead Consultant: C. W., Chief Information Security Officer: P. C..

Financial ServicesMassachusetts, United States11-50 Employees

AdvisorAssist is a management consulting firm that focuses specifically on serving investment advisory firms, providing expertise and resources to help these practices realize their potential. The firm emphasizes aligning three key elements: people, process, and technology, to deliver practical, tailored guidance for each advisory's unique business model. Operating within the financial services sector, it targets registered investment advisors and related compliance needs.

Its service offerings include helping with RIA transition strategy and registration, designing registration and compliance frameworks, providing ongoing compliance support, and supporting strategic, operational, and marketing planning. Based in Marshfield, Massachusetts, the firm operates as a mid-sized professional services provider and in 2019 announced the launch of AdvisorCloud 360, a compliance intelligence platform.

AdvisorAssist Global Highlights

North America
37

United States Of America
37

AdvisorAssist's Leadership

P. C.
Chief Information Security Officer
Mobile Phone
Email
C. W.
Founder / Ceo / Lead Consultant
Mobile Phone
Email
B. Y.
Partner - Advisor Services
Mobile Phone
Email
C. M.
Partner, Vp Senior Compliance Consultant
Mobile Phone
Email
G. M.
Director, Compliance Services | Outsourced Chief Compliance Officer
Mobile Phone
Email
J. K.
Partner, Managing Director
Mobile Phone
Email
B. F.
Assistant Vice President, Director Of Outsourced Services
Mobile Phone
Email
T. Y.
Managing Director
Mobile Phone
Email

AdvisorAssist Employee Metrics

100%

50%

0%

2026

2025

Legal
Banking
Consultant
Business
Information Technology
Other
Accounting
Finance

Contact profiles from AdvisorAssist

Name

Title

Contact Info

Location

Last Update

P. C.
Chief Information Security Officer
Mobile Phone
Email
Jun 19, 2026
C. W.
Founder / Ceo / Lead Consultant
Mobile Phone
Email
United StatesMassachusetts
Jun 25, 2026
B. Y.
Partner - Advisor Services
Mobile Phone
Email
Jun 12, 2026
C. M.
Partner, Vp Senior Compliance Consultant
Mobile Phone
Email
United StatesMassachusetts
Jun 03, 2026
G. M.
Director, Compliance Services | Outsourced Chief Compliance Officer
Mobile Phone
Email
United States
May 20, 2026
J. K.
Partner, Managing Director
Mobile Phone
Email
United StatesMassachusetts
Jun 03, 2026
B. F.
Assistant Vice President, Director Of Outsourced Services
Mobile Phone
Email
United StatesMissouri
Jun 25, 2026
T. Y.
Managing Director
Mobile Phone
Email
United StatesMassachusetts
Jun 12, 2026
C. D.
Director, Compliance Services
Mobile Phone
Email
United StatesMassachusetts
Mar 24, 2026
A. S.
Senior Consultant
Mobile Phone
Email
United StatesMassachusetts
May 20, 2026

Frequently Asked Questions

What is AdvisorAssist known for?

AdvisorAssist was founded in 2006 operates in the Financial Services industry. The company's main headquarters is located in 892 Plain Street 10 Marshfield, Massachusetts 02050 United States; you can contact the main corporate office by phone at

+1-617-800-****

. Explore AdvisorAssist's company overview page for more information.

What is AdvisorAssist's most common email format?

AdvisorAssist employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more AdvisorAssist email formats with LeadIQ.

How many employees does AdvisorAssist have currently?

AdvisorAssist has approximately 36 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are AdvisorAssist's key employees and leadership?

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

Chief Information Security Officer: P. C.
Founder / Ceo / Lead Consultant: C. W.
Partner - Advisor Services: B. Y.
Partner, Vp Senior Compliance Consultant: C. M.
Director, Compliance Services | Outsourced Chief Compliance Officer: G. M.

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AdvisorAssist Employee Directory

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