Advisor Growth Strategies is a leading consulting firm serving the wealth management industry. Our services include strategic planning, recruiting and acquisition, compensation design, and succession planning.
With over 20 years of experience, we bring unique insight to the financial advisor market. As recognized experts, providing advisors with cutting edge intellectual capital and practical solutions, we've authored a number of industry reports, are frequently quoted by the media, and speak at national industry events. Our clients include some of the largest and most sophisticated advisors and financial services firms. We look forward to understanding your needs and being a strategic partner in your success.
In 2012, Advisor Growth Strategies conceptualized aRIA to offer insight for advisors considering ways to enhance their firms’ enterprise value. aRIA, the alliance for RIAs, is a boutique industry association comprised of six elite RIA firms that collectively manage more than $20 billion in client assets. Each of the member firms have experienced significant “nonorganic” growth through recruiting advisors, developing new business lines, or mergers and acquisitions.