Operations- Consulting [15]
ActiFi
Spenser Segal
www.actifi.com
Email: info@actifi.com
763-550-0223
Blog: www.actifi.com/blog
AdvisorAssist
www.advisorassist.com
866-513-4042
From AA website: AdvisorAssist provides customized
solutions for independent RIA's, asset managers and hedge funds. Our sole objective is to help our clients
build, grow, protect and optimize their practices. They provide the following services: Registrations &
Transitions, Compliance & Regulatory, Operations & Technology, Firm Management & Strategy, and
Strategic Sales & Marketing.
Angela Herbers & Associates, Inc.
Angela Herbers
www.angelaherbers.com
Email: angieherbers@cox.net
785-341-6851
Blog: http://thefasttrackblog.com
Back-Office Advisor
Ginny Hudgens
www.backofficeadvisor.com
Email: ginny@backofficeadvisor.com
225-751-8009
Blog: http://backofficeadvisor.wordpress.com/
Beneficial Concepts Group, LLC
Gary D. Davis, Jr.
www.beneficialconceptsgroup.com/homepage.html
Email: info@beneficialconceptsgroup.cm
866-901-0243
Recently merged with MarketCounsel.
Best Practice Research
Matthew McGinness
www.bestpracticeresearch.com
Email: mcginness@bestpracticeresearch.com
619-446-6332
Client Advisor Support Solutions
Gino Basile
www.cass-online.com/
Email: gbasile@cass-online.com
609-838-1522
FAInsight
Dan Inveen & Eliza De Pardo
www.fainsight.com
In addition to their industry-leading research and benchmarking studies, FAInsight applies these
finding to consulting engagements with firms in the areas of Strategic Planning, Marketing Strategies, Human
Capital Management, and Program Management.
Fiduciary Access, LLC
Laura Kogen
http://fiduciaryaccess.com/
Email: Lkogen@FiduciaoryAccess.com
415-205-9264
Global Practice Network
David Lawrence and Peter
Wheeler
www.globalpracticenetwork.com
866-801-1553
Kane Carlton
www.kanecarlton.com
703-690-9985
Blog: http://www.kanecarlton.com/blog/
Margolis Advisory Group, Inc.
www.margolisadvisory.com/
Email: jeff@margolisadvisory.com
516-277-1050
Blog: http://www.margolisadvisory.com/blog/
Practice Checkup
PracticeTools.net
A division of Mitch Anthony
www.practicetools.net
Email: practicetoolscontact@mitchanthony.com
507-292-0020
Quantuvis Consulting
Stephanie Bogan
www.quantuvisconsulting.com
Email: begreat@quantuvis.com
866-798-5328
Windward Advisory Group
www.windwardadvisory.com
Email: Info@WindwardAdvisory.com
609-873-8628
WAG is a consulting firm to the Family Office market, working with these firms on operations and
technology issues. The principals of the firm have extensive experience in this area of the industry.
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