AdvisorAssist Employee Directory

Q: What is AdvisorAssist known for?

AdvisorAssist was founded in 2006. AdvisorAssist operates in the Financial Services industry.

Q: How many employees does AdvisorAssist have currently?

AdvisorAssist has approximately 35 employees.

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 focused exclusively on serving investment advisory firms. Through consultative services and outsourcing, AdvisorAssist provides expertise, resources and actionable solutions that enable investment advisors to achieve their full potential.
 
We are not your typical consulting firm. We deliver practical, actionable advice and solutions that are specific to your unique situation and business model by bringing together the three critical components of your advisory practice:  People, Process and Technology.


Services include:

- RIA Transition Strategy & Registration

- RIA Registration and Compliance Design

- Ongoing Compliance Support

- Strategic, Operational & Marketing Planning

http://AdvisorAssist.com

Find AdvisorAssist employees' phone numbers or email addresses

AdvisorAssist Global Highlights

North America
39

United States Of America
39

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
C. I. A.
Managing Partner & Head Of Staff At Advisorassist
Mobile Phone
Email
J. K.
Partner, Managing Director
Mobile Phone
Email
B. F.
Assistant Vice President, Director Of Outsourced Services
Mobile Phone
Email
G. M.
Director - Compliance Services
Mobile Phone
Email

Contact profiles from AdvisorAssist

Name

Title

Contact Info

Location

Last Update

R. D.
Compliance Consultant
Mobile Phone
Email
United StatesMassachusetts
Nov 17, 2025
S. W.
Compliance Consultant
Mobile Phone
Email
United StatesMassachusetts
Oct 18, 2025
J. G.
Compliance Consultant
Mobile Phone
Email
United StatesMassachusetts
Sep 11, 2025
M. F.
Consultant
Mobile Phone
Email
United StatesMassachusetts
Aug 09, 2025
A. S.
Consultant Ii
Mobile Phone
Email
United StatesMassachusetts
Nov 12, 2025
W. A.
Compliance Consultant
Mobile Phone
Email
United States
Oct 21, 2025
S. G.
Compliance Consultant
Mobile Phone
Email
United StatesMassachusetts
Oct 21, 2025
M. H.
Junior Consultant
Mobile Phone
Email
United StatesMassachusetts
Sep 12, 2025
N. M.
Junior Compliance Consultant
Mobile Phone
Email
United StatesMassachusetts
Oct 21, 2025
C. C.
Compliance Consultant
Mobile Phone
Email
United StatesMassachusetts
Nov 13, 2025

Frequently Asked Questions

What is AdvisorAssist known for?

AdvisorAssist was founded in 2006 operates in the Financial Services industry; 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 35 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are AdvisorAssist's key employees and leadership?

As of December 2025, 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.
Managing Partner & Head Of Staff At Advisorassist: C. I. A.

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