About AdvisorAssist, LLC

AdvisorAssist, LLC was founded to assist financial advisors with starting and maintaining their registered investment advisor (“RIA”) firm. AdvisorAssist is a privately-owned management consulting firm based in the Boston area. For more information on AdvisorAssist, please visit the About Us section of this website.

Privacy Policy

The privacy and security of your personal information is extremely important to us. For details, please review our Privacy Policy.

Terms of Use

To assist our clients with obtaining industry and regulatory information, we often obtain information from external sources which are believed to be accurate and reliable. AdvisorAssist cannot guarantee the accuracy of any information obtained by third parties. For more information, please read the Terms of Use.

Trademark Notice

AdvisorAssist®, RIA Registration Essentials™, RIA Registration Advantage™, RIA QuickStart™, RIA Transitions Incubation™, Compliance Essentials™ and Compliance Advantage™ are trademarks of AdvisorAssist.com and AdvisorAssist, LLC. All rights reserved and protected. Trademarks of partner firms which advertise or are mentioned on this website are the property of the respective firms.

AdvisorAssist is not a Law Firm

AdvisorAssist is not a law firm. Information presented on the public pages of AdvisorAssist.com shall not be considered legal advice. Consulting advice is considered to be provided to individuals or firms under contractual arrangements with AdvisorAssist. There is no warranty relating of any materials, guidance, commentary, opinions or other content contained in this website. Please read the Terms of Use.


If you have any questions regarding our policies or services, please Contact Us.