Insights

Growth Initiatives Affiliated Advisors is actively expanding its support offerings through recent initiatives like the affiliation program launched in February 2025, aimed at next-generation advisors. This indicates an opportunity to provide technology solutions, onboarding platforms, or mentorship tools to facilitate their growth efforts.

Award-Winning Support Having received industry awards for advisor support platforms and thought leadership, Affiliated Advisors demonstrates a strong reputation in delivering high-quality advisor services. This presents a chance to introduce specialized consulting, compliance tools, or digital marketing solutions to enhance their service delivery further.

Technology Stack Compatibility Utilizing cloud services like AWS, Google APIs, and Node.js, Affiliated Advisors is technically sophisticated, making it receptive to innovative fintech solutions, cybersecurity enhancements, or integration services that can streamline their operations and improve client engagement.

Market Positioning With a revenue estimate between 10 million and 25 million and a relatively small team of up to 50 employees, Affiliated Advisors is positioned as a niche service provider emphasizing personalized support. This opens opportunities for tailored software or service solutions that scale with their growth and client needs.

Strategic Partnerships Recent client acquisitions like Sentinel Wealth Strategies and active industry recognition suggest Affiliated Advisors values strategic alliances and quality support. Partners offering comprehensive compliance, operational, or educational tools could find a receptive audience for expanding their network or enhancing advisor programs.

Affiliated Advisors Tech Stack

Affiliated Advisors uses 8 technology products and services including Canva, Amazon Web Services, Amazon S3, and more. Explore Affiliated Advisors's tech stack below.

  • Canva
    Audio, Video, Graphics
  • Amazon Web Services
    Cloud Hosting
  • Amazon S3
    Content Delivery Network
  • Google Fonts API
    Font Scripts
  • Google Maps
    Maps
  • Node.js
    Programming Languages
  • Sqreen
    Security
  • Google Tag Manager
    Tag Management

Media & News

Affiliated Advisors's Email Address Formats

Affiliated Advisors uses at least 1 format(s):
Affiliated Advisors Email FormatsExamplePercentage
First@affiliatedadvisors.comJohn@affiliatedadvisors.com
44%
FLast@affiliatedadvisors.comJDoe@affiliatedadvisors.com
6%
First@affiliatedadvisors.comJohn@affiliatedadvisors.com
44%
FLast@affiliatedadvisors.comJDoe@affiliatedadvisors.com
6%

Frequently Asked Questions

Where is Affiliated Advisors's headquarters located?

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Affiliated Advisors's main headquarters is located at 310 Riverside Drive, Suite 1420. The company has employees across 1 continents, including North America.

What is Affiliated Advisors's phone number?

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You can contact Affiliated Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Affiliated Advisors's official website and social media links?

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Affiliated Advisors's official website is affiliatedadvisors.com and has social profiles on LinkedIn.

How much revenue does Affiliated Advisors generate?

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As of December 2025, Affiliated Advisors's annual revenue is estimated to be $43M.

What is Affiliated Advisors's SIC code NAICS code?

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Affiliated Advisors's SIC code is 6311 - Life Insurance NAICS code is 52 - Finance and Insurance.

How many employees does Affiliated Advisors have currently?

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As of December 2025, Affiliated Advisors has approximately 12 employees across 1 continents, including North America. Key team members include Founder & President: R. R.Managing Partner: T. Q.Managing Partner: T. R.. Explore Affiliated Advisors's employee directory with LeadIQ.

What industry does Affiliated Advisors belong to?

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Affiliated Advisors operates in the Financial Services industry.

What technology does Affiliated Advisors use?

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Affiliated Advisors's tech stack includes CanvaAmazon Web ServicesAmazon S3Google Fonts APIGoogle MapsNode.jsSqreenGoogle Tag Manager.

What is Affiliated Advisors's email format?

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Affiliated Advisors's email format typically follows the pattern of First@affiliatedadvisors.com. Find more Affiliated Advisors email formats with LeadIQ.

When was Affiliated Advisors founded?

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Affiliated Advisors was founded in 1994.

Affiliated Advisors

Financial ServicesNew York, United States11-50 Employees

Our mission is to help independent financial advisors build the practices of their dreams. 

We work with solo financial advisors and emerging teams to offer a personalized, concierge environment where your firm is given the resources to best serve your business and your clients. 

With direct access to our industry experts and professionals, our clients have a comprehensive service and support platform, staffed by skilled operations, compliance, technology, and marketing professionals. 

We help financial advisors across the country get the resources of one of the largest broker-dealer networks in the country and one-to-one support from being part of our team and a community of like-minded advisors. 

info@affiliatedadvisors.com 

New York, NY Office
Phone: (212) 695-5558

Rochester, MI Office
Phone: (248) 792-5043

St. Louis Park Office
Phone: (612) 293-5907


Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Section iconCompany Overview

Headquarters
310 Riverside Drive, Suite 1420
Phone number
SIC Code
6311 - Life Insurance
NAICS Code
52 - Finance and Insurance
Founded
1994
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Affiliated Advisors's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Affiliated Advisors's revenue is estimated to be in the range of $10M$25M

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