We are a management consulting and transaction advisory firm exclusively for financial advisory firms and institutions looking to aggressively grow or solve a key management challenge. In other words, we support firms to be well-positioned at every stage of business.

Why us?
Our key differentiator, in short, is, “We’ve been there, done that.” We understand the business of running a business because we do it every day, for our own firm and in advising financial services firms across the country.

When we started Advisor Growth in 2009, it seemed to be one of the worst times to start a business. But we forged ahead, leaving the comfort of the corporate world to make a bigger difference for RIAs and independent advisory firms. Like many of our clients, we, too, felt the uncertainty of our future. But also, like many, we were confident in our business model, and soon our core values of client-focused and high integrity established our firm as solid and strategic. As word got out, we kept being hired, each year more than the last.

Today, as we look back, we are proud that our firm has been able to participate as a respected resource in the greatest expansion of fiduciary advice for the U.S. consumer of our lifetime. We’ve supported 300+ clients and $450B+ in cumulative AUM. We’ve launched RIA firms, aided firms with modest beginnings to become some of the most successful firms in the United States and helped founders realize the value of their life’s work through M&A.