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AdvisorAssist jobs and careers

United States

About AdvisorAssist

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

Founded
2006
Employees
11 to 50
Headquarters
United States

Leadership

The top of AdvisorAssist's org chart, with how many people report into each leader.

CWPhoto of Christopher Winn

Christopher Winn

Founder / CEO / Lead Consultant

Jobs at AdvisorAssist

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