Serving Financial Advisors with 85 years of combined industry experience and trusted independent advice.
Our Story
W
e are a national, comprehensive consulting firm for financial advisors. We assist financial advisors with everything from broker dealer and custodian evaluations, office setup, marketing and succession planning, with a host of services and the industry's leading-edge partners. We have assisted hundreds of top advisors make a positive change. We started our careers as financial advisors. Our foundation comes from our experience in business development for the industry's largest independent broker dealer prior to launching AdvisorBridge nearly a decade ago. As the top consulting firm in the industry we do ongoing research and work closely with the best-of-breed broker-dealers and custodian platforms. Similar to your business with your wealth management clients, we firmly believe this is a relationship business that is dependent on getting to know and understand your practice.We meet with you in person to understand your culture and your unique firm characteristics to take your business to the next level and resolve your broker dealer issues and limitations.
We take on the due diligence process and analyze the benefits of hybrid or RIA possibilities.
We have resources that can assist with transitioning your business as well as practice valuation, financing, and succession planning.
Your blueprint for broker dealer due diligence.
One call, one firm.
- Transition assistance
- Transition Compensation
- Industry-specific legal referrals
- FDIC-insured business banking acquisition and succession financing
- Specialized industry marketing
- Practice valuations
- Succession planning
- Office and location set up if going independent
- Transition assistance
- Transition Compensation
- Industry-specific legal referrals
- FDIC-insured business banking acquisition and succession financing
- Specialized industry marketing
- Practice valuations
- Succession planning
- Office and location set up if going independent
September 2009
Watson Straub launches Straub Group Advisor Solutions, founded to assist financial advisors in objectively evaluating broker dealers.December 2009
Don Foster joins Straub Group.January 2012
Straub Group launches its Executive Search division.December 2014
Straub Group assists advisors in moving approximately $5 billion in assets under management to better-suited Broker Dealers and Custodians.October 2017
Jeff Whitaker joins Straub Group.January 2018
Straub Group rebrands as AdvisorBridge as the nation's most comprehensive consulting firm to successful financial advisors.March 2018
Carol Essig joins AdvisorBridge.
AdvisorBridge Corporate Office
Phone: 1.888.642.6355
Fax: 610.349.3862
Phone: 1.888.642.6355
Fax: 610.349.3862
32 N. Bryn Mawr Avenue, #200
Bryn Mawr, PA 19010
AdvisorBridge Corporate Office
Phone: 1.888.642.6355
Fax: 610.349.3862
32 N. Bryn Mawr Avenue, #200
Bryn Mawr, PA 19010
Phone: 1.888.642.6355
Fax: 610.349.3862
32 N. Bryn Mawr Avenue, #200
Bryn Mawr, PA 19010