Affiliated Advisors Wins Wealthies Award for Equity Uplift Program

Affiliated Advisors has been named a winner in the Independent, Integrated Growth Platforms category at the 2026 Wealthies Industry Awards. The award recognizes its Equity Uplift program, which supports independent financial advisors by helping them build scalable and succession-ready businesses through strategic consulting, operational support, and infrastructure improvements. The program aims to shift practices from lifestyle-based models toward growth-oriented structures with higher enterprise value. Participants have seen practice valuations rise from 2.0–2.5x revenue to 3.5–4.0x by improving margins, recurring income, and operations. The Wealthies is a prestigious award judged by industry experts, receiving nearly 1,500 submissions this year. Affiliated Advisors has now won the category for the third time in four years, reinforcing its position as a leader in advisor support platforms.

By Affiliated Advisors · PR Newswire ·

Topics: advisory_services business_growth financial_advisors

Read the full article at PR Newswire

More Business news