What is AdvisorAssist™?
AdvisorAssist is the trusted resource for advisors delivering initial guidance, ongoing support and knowledge sharing for registered investment advisors and those seeking independence. We provide cost-effective, customizable solutions to meet the unique needs of your firm.
We are not your typical firm.
Unlike our competitors, we provide advice and solutions that are specific to your unique situation. One size does not fit all.
- We have extensive "real-world experience" in establishing and running RIA firms -- from initial setup to ongoing strategic, operational and regulatory support.
- We provide practical, actionable advice specific to your unique business model.
- We work with the leading custodians and independent brokerages and possess a full understanding of their capabilities, culture and service offerings.
- Once you choose the path that's right for you, we can provide the support and services to help you succeed.
- As experienced Series 65 professionals, we can even incubate a firm for you, to minimize any downtime.
- Personal attention. We limit the number of clients we take on to ensure each client receives the superior service they expect and deserve.
AdvisorAssist Background
AdvisorAssist was founded by the industry advocate and consultant Chris Winn. Chris Winn has extensive experience in the investment management industry with deep roots in internal controls and regulatory compliance. For more details, please view the biographies of our management team.
Call us toll free at 866-513-4042 or complete the form to the right to schedule a free consultation to review your options.