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Practice Management Tools to Support and Enhance Growth

Since our founding in 1990, we've worked hard to build products and services that allow independent advisors like you to focus on what matters most - helping your clients. Join our experienced network of like-minded advisors to take advantage of these offerings.

Team Collaboration

We embrace cooperation, rather than competition. As part of the AAG family and a valued team member, you benefit from:

  • Quarterly study groups
  • Annual regional conferences
  • National connect conference
  • Professional networks


Education is in place to support your growth. Here are some of our educational services:

  • The Final Piece
  • Quarterly meetings
  • Learning center
  • On-demand training
  • Live, customized support

Business Development

Our goal is your expansion. With that in mind, we work with you on customized solutions that include the following:

  • Consulting
  • Marketing plans
  • Social media
  • Succession planning

Common Goal Compliance

Compliance is important when it comes to financial planning products and services. We offer the following:

  • Office of Supervisory Jurisdiction (OSJ) oversight
  • Problem resolution

Support Staff

We focus on removing the administrative "heaving lifting" from your process by providing:

  • Execution and implementation
  • Out-of-town coverage
  • Customized support
  • Transition support

Regional Offices

Our geography encompasses New England and Upstate New York. Our in-person offices provide these and other benefits to financial advisors:

  • Customized space
  • Staffing solutions
  • Conference rooms

AAG also offers transition assistance, including an inclusive financial package, dedicated transition coach, transition aggregation tools, and in-office support. SmartSheet is also available to help you track accounts and assets during your changeover. 

Your Independence

You launched your business to serve and help clients. AAG respects your entrepreneurship, offering a seasoned network and exceptional tools to aid in your expansion. 

Why Independent

AAG and Growth

Founded in a family environment with a "yes" attitude, AAG's model provides customized solutions and a collaborative environment geared to your business's goals and objectives. 


Get in Touch

Contact us to learn more about how our cooperative network and supportive services can help your clients while supporting the development of your firm. 

Contact Us