Our Experience

As an industry leader in supporting advisor growth and efficiency since 2003, Advisor’s Advantage Network offers a powerhouse full of experience, knowledge and best practices that are crucial to the success of today’s growing advisors. With more than $6 billion in assets under administration, our advisor clients know where, when and how to come for help, whether it’s financial services excellence, securities supervision and compliance protection, insurance product guidance, practice management efficiency, marketing growth, peer networking, or even a dedicated connection to the broker-dealer home office to improve service and eliminate delays.

As of 2024, we serve more than 250 financial professionals and staff, all of whom use our customized services to get exactly the help they need to take their businesses to the next level. Some of the advisors we work with need an OSJ home. Others are already part of a great OSJ, but are looking for a little more in terms of supervision or growth and educational services at fee-based pricing. Still others want to be part of an advisor peer community, or a fertile network for potential business continuity, succession or acquisition. And nearly everyone wants responsive servicing and back office support. Our customizable model allows us to give each and every advisor and team the turnkey excellence required for their unique business situation.

• Dedicated, low-turnover team for securities supervision and guidance available by phone, email, webinar, and field visit. We provide both direct supervision for advisors as well as outsourced compliance and supervision services for large enterprises and OSJs
• Concierge connection to home office services, including operations, ad review, practice management, marketing and technology
• “Fast Start” program offering personalized training based on advisor’s needs and experience
• Dedicated virtual assistants
• Representation in 14 states across the U.S. (CA, CO, FL, GA, IA, IL, IN, MN, MT, NE, OH, SD, TX, WI)
• Business continuity, succession, acquisition and exit solutions for individual advisors, teams, and OSJs. At least 85% of advisors we work with have documented plans on file, and with our average advisor age around 47, there’s plenty of opportunity!
• Advisory Board participation for continuous feedback and service optimization
• Annual national conference gathering, networking events, and study groups for staff and advisors, all organized, managed and moderated by AAN experts
• Monthly update calls focused on practice management, efficiencies, peer sharing, and timely industry and economic updates

To learn more about Advisor’s Advantage Network and all we can offer you,  contact us at info@advisorsadvantagenetwork.com.