Advisor Bridge, Inc. (ABI) is a strategic partner and support community for independent financial advisors seeking to strengthen and prepare established practices for their next stage. Its focus is on experienced advisors refining operations, growing efficiently, building enterprise value, and planning for continuity or eventual transition. ABI combines a community of 100 advisors, with $5.8 billion in combined assets under advisement and $42 million in annual revenue, with a direct-contract arrangement through Osaic that gives advisors access to the firm’s institutional resources.

ABI’s services include practice analytics to assess profitability, client costs, and business value; personalized strategic planning based on an advisor’s goals and practice metrics; and training and support for Osaic’s digital platform. Advisors can also access back-office assistance, workflow and technology resources, data-driven insights, market intelligence, planning tools, and guidance on branding and client development. The platform is designed to help advisors expand capacity and improve the client experience while maintaining independence and limiting added administrative burden.