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.

 

Your blueprint for independence. One call, one firm.

  • Office and location set up
  • Transition assistance
  • Industry-specific legal referrals
  • Specialized industry marketing
  • FDIC-insured business banking acquisition and succession financing
  • Practice valuations
  • Succession planning
  • Office and location set up
  • Transition assistance
  • Industry-specific legal referrals
  • Specialized industry marketing
  • FDIC-insured business banking acquisition and succession financing
  • Practice valuations
  • Succession planning

 
  • 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