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Affiliated Advisors Employee Directory

Financial ServicesNew York, United States11-50 Employees

Affiliated Advisors is a financial services firm that supports independent financial advisors by offering a personalized platform of resources and expertise. The company serves solo practitioners and emerging advisor teams, providing access to operations, compliance, technology, and marketing support through a hands-on, concierge-style environment. Its model emphasizes enabling advisors to run their practices more effectively while leveraging the reach and infrastructure of a larger broker-dealer network, along with one-to-one guidance from industry professionals. Based in New York, the firm positions itself as a resource for practitioners nationwide, aiming to help them build the practices they envision and deliver comprehensive service to their clients.

Affiliated Advisors operates within the financial services industry and maintains multiple office locations, including New York, Rochester, and St. Louis Park, reflecting its nationwide reach. The organization has received recognition in the advisor-support space, including industry awards and press coverage for initiatives such as a recent affiliation program and ongoing monthly administrative roundtables. The company’s stated mission centers on helping independent advisors grow their businesses while providing access to a wide network and dedicated professional support.

Find Affiliated Advisors employees' phone numbers or email addresses

Affiliated Advisors Global Highlights

Location
Employees

North America
19

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  • United States Of America
    19

Affiliated Advisors's Leadership

  • Director Of Practice Management at Affiliated Advisors
    N. S.
    Director Of Practice Management
  • Director Of Operations And Compliance at Affiliated Advisors
    R. E. W.
    Director Of Operations And Compliance
  • Director at Affiliated Advisors
    M. L.
    Director
  • Advisor Support Manager at Affiliated Advisors
    R. K.
    Advisor Support Manager
  • Customer Service Specialist at Affiliated Advisors
    S. O.
    Customer Service Specialist

Affiliated Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other
  • Community & Social Services

Contact profiles from Affiliated Advisors

Name
Title
Contact
Location
Last Update
  • Director Of Practice Management at Affiliated Advisors
    N. S.
    Director Of Practice Management
    Jun 27, 2026
  • Director Of Operations And Compliance at Affiliated Advisors
    R. E. W.
    Director Of Operations And Compliance
    Jun 28, 2026
  • Director at Affiliated Advisors
    M. L.
    Director
    Oct 21, 2024
  • Advisor Support Manager at Affiliated Advisors
    R. K.
    Advisor Support Manager
    Aug 23, 2026
  • Customer Service Specialist at Affiliated Advisors
    S. O.
    Customer Service Specialist
    Aug 29, 2026

Frequently Asked Questions

What is Affiliated Advisors known for?

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Affiliated Advisors was founded in 1994 and operates in the Financial Services industry. You can contact Affiliated Advisors's main corporate office by phone at . Explore Affiliated Advisors's company overview page for more information.

What is Affiliated Advisors's most common email format?

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Affiliated Advisors employees' email format typically follows the pattern of First@affiliatedadvisors.com. Trying to find reliable and up-to-date employee contact data? Find more Affiliated Advisors email formats with LeadIQ.

How many employees does Affiliated Advisors have currently?

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Affiliated Advisors has approximately 14 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Affiliated Advisors's key employees and leadership?

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As of August 2026, Affiliated Advisors's key employees include:

  • Director Of Practice Management: N. S.
  • Director Of Operations And Compliance: R. E. W.
  • Director: M. L.
  • Advisor Support Manager: R. K.
  • Customer Service Specialist: S. O.

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