About Us

AdvisorAssist is is where Advisors turn to for expert RIA Registration, RIA Transition and RIA Compliance services. AdvisorAssist has registered nearly 4,000 registered investment advisors with the U.S. Securities and Exchange Commission (“SEC”) and all of the 50 State Regulators.

Our depth of expertise and integrated approach make us the perfect partner to Build, Growth, Protect and Optimize your firm.

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The Advisor Assist Difference

Just one conversation and you will see how we are different. AdvisorAssist supports world-class, entrepreneurial advisory firms through every phase of their lifecycle.

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An Integrated Approach

“When I founded AdvisorAssist in 2006, I was asked ‘how a single firm could deliver results regarding compliance, strategy, operations and technology?’ My response was simple…How can you be effective with compliance, strategy, operations and technology if you don’t take all of these factors into consideration.” –Christopher E. Winn, CEO & Lead Consultant

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News & Events

AdvisorAssist actively supports the education framework of our industry. We are often quotes as experts in the RIA market and many other topics in the investment management industry.

Stay current with us by visiting the News & Events section of our website.

Careers @ AdvisorAssist

We are always looking for for exceptional people. Learn more about Careers @ AdvisorAssist.