AdvisorAssist, LLC was founded in 2006 to help close the increasing gap in support for boutique investment advisory firms that has resulted from a number of key industry trends:

• Clients across all market segments expect more from their advisors.
• As our industry continues to mature, costs associated with supporting business and regulatory requirements are rising and healthy profitability can no longer be assumed.
• Differentiation is a continued challenge for most industry participants.
• Leaders of investment advisory firms live with a persistent tension between their “core” responsibilities of investing and relationship management and “running the business”.

In response to these trends, many providers have simply tried to force big firm policies, controls and systems on smaller firms. There is a better way.