Are you an independent advisor who…
- Aspires to build a spectacular practice?
- Welcomes exposure to new ideas, products and approaches?
- Enjoys networking with independent thinkers like yourself?
- Appreciates fast, effective assistance with operational issues?
More than 85 network members agree: Joining Affiliated Advisors will support your success.
A Network That Delivers
Founder Rita Robbins Named a Woman To Watch By InvestmentNews
“Rita has consistently helped us identify critical issues. She is an effective advocate for the independent adviser and for empowering women advisers and investors alike.”
Suzanne Siracuse, publisher, InvestmentNews
“Rita is able to observe situations and respond in a succinct and precise manner regardless of situation. She hits the nail on the head every time!! If we need anything fixed, she’s there for us.”
Mary A. DiAnna, Financial Advisor, Freedom Capital Management
“My job as an advisor is to help my clients. Rita takes care of me in terms of compliance, navigating the broker dealer system and any other issue that would distract me from taking care of my clients.”
Rochelle Odesser, Vice President, Madison Advisory Service, Inc.
“I feel like I have a Tier 1 connection—I’m paid attention to, and that’s important. Rita will move mountains to get things done for you.”
Paul Criscione, senior vice president, Freedom Capital Management
“It has been such a pleasure to work with Rita! My transition back into the business was seamless and easy thanks to Rita and her efficient team.”
Geeta Brana, Senior Vice President, Freedom Capital Management
“We have more than a business relationship. At 5 PM, the phone doesn’t go off. Rita is there for us. And totally smart, too.”
Beth Blecker, founder and CEO, Eastern Planning
“Rita has been supportive and one of my biggest advocates along my professional journey. Rita and her team go above and beyond for her advisors. I consider her a part of my team.”
Andrew Schwartz, VP Financial Planner, Madison Advisory Services, Inc.
The Affiliated Advantage
- Individualized solutions for marketing, operations, technology and practice management
- Access to our powerful wealth management platform
- Customized pricing through our Royal Alliance partnership to increase profitability
- In-house expertise for life, long-term care and disability income insurance
- Unique educational resources that prepare advisors to meet the challenges of industry and market evolution
- Support for succession planning, practice valuations and acquisition opportunities