We’re excited to finally announce the first UPDATE to our Kitces Advisor Services Map, featuring 128 more advisor service providers (bringing the total number up to 413 – though the number of total logos on the Map is even more, since so many providers offer services in multiple categories!).
In January, we launched the inaugural Kitces Advisory Services Map (in collaboration with Joe Moss of AdvisorTech Book) to catalogue the vast landscape of service providers for financial advisors – from marketing to outsourced financial planning and investment management to legal and compliance support to operational and technology support to transitions and M&A to business coaches and consultants to turnkey platforms to do it all for you! The hope was to do for advisor services what we did for advisor technology with the Kitces AdvisorTech Map: Create a resource for advisors to find the tools and support they need to become better and more successful at what they do.
The response to V1.0 of the Services Map was overwhelming – so much so, in fact, that it’s taken us nearly 6 months to work through the flood of new submissions from advisor services providers that we missed when we were researching the original Map.
Going forward, we’ll be releasing new updates to the Services Map on a more regular monthly cadence as we do with our AdvisorTech Map. So if you know of (or are) an advisor service provider who isn’t on the Map – or if you are on the Map but would like to make a change to your logo, website, or category – feel free to fill out our submission form to get in the queue for next month’s update:
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Looking for the Fintech Map? Discover technology solutions for RIAs and independent broker-dealers here:
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