Outsourcing Solutions for Advisors

FAQ

What does Advisorbox do?

Advisorbox is an advisor solutions firm whose purpose is to help advisors and principals by providing a host of solutions for advisors at institutional pricing. We support advisors with innovative and tailored strategies, tools, capabilities, connections and consulting solutions to accomplish advisor goals. If you are an advisor, let Advisorbox help open your potential™.

Who do we serve?

Advisorbox serves advisors directly as well as select firms who serve advisors.

What kinds of advisors do we serve?

  • Financial Advisors
  • New Advisors
  • Investment Advisors
  • Institutional Advisors
  • Wealth Advisors
  • Financial Practice Principals
  • Financial Planners
  • Insurance Advisors
  • RIAs

What kinds of firms do we serve?

  • Advisor Solution Providers
  • RIAs
  • Broker Dealers
  • Wealth Management Firms
  • Custodians and Clearing Firms
  • Hedge Funds
  • RIA Rollups and Acquirers
  • Pensions
  • Investment Management Firms
  • Banks

Is Advisorbox an RIA?

No. However, we do help provide advisor-based solutions for the RIAs, broker dealers and custodians we partner with.

Who owns Advisorbox?

Advisorbox is a privately held limited liability corporation owned by its Managing Partners.

What firms make up the Advisorbox family of firms?

Advisorbox continues to add premier advisor solution providers to our family but currently our family of firms consists of:

  • Fusionbox
  • DeVoe & Co
  • FineTooth Consulting
  • Live Oak Bank
  • Paychex
  • RJ & Makay
  • Focus Point
  • Courtney Raymond Consultants

What websites make up the Advisorbox family of websites?

  • Advisorbox.com
  • AdvisorboxDirectory.com
  • AdvisorboxExchange.com
  • FindAdvisors.com