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.
 
 

Let’s Get Started

AdvisorBridge offers financial advisors an unbiased approach to finding a broker dealer or custodian that is best-suited to their specific needs. Leveraging more than a decade of active broker dealer/custodian consulting experience, AdvisorBridge has the resources that are vital to a search. If you’re a financial advisor looking to make a positive change in your business, please contact us today.

 
 
AdvisorBridge Corporate Office

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