Advisory DNA

Advisory DNA

Financial-Services

Franklin, Tennessee
United States
Company Tagline

The Financial Advisory Industry’s first customizable/data driven solution for moving, merging, or selling your business.

Industry Category
Financial-Services
Company Description

Advisory DNA is a leading financial services firm dedicated to providing customized consulting solutions. With a focus on the financial advisory industry, Advisory DNA offers unparalleled expertise to Financial Advisors and Firm Owners considering strategic transitions. The firm specializes in facilitating moves, mergers, and sales of businesses, ensuring that each client receives tailored guidance to navigate these complex processes effectively.

Located at 231 Public Sq, Suite 300, Franklin, Tennessee 37064, US, Advisory DNA leverages a proprietary compatibility analytics platform to help clients discover their unique values, behaviors, and desired culture. This innovative approach allows Advisory DNA to identify mutually beneficial relationships through partnerships, mergers, and acquisitions, ultimately driving growth and success for its clients. Since its founding in 2010, Advisory DNA has been committed to providing exceptional service and fostering long-term client relationships.

Advisory DNA’s comprehensive suite of services includes financial advisor transitions coaching, succession planning, mergers & acquisitions, and advisor representation. By combining human guidance with advanced analytics, Advisory DNA ensures that Financial Advisors and Firm Owners can make informed decisions and achieve their strategic goals. We invite the company’s manager to create a customized and exclusive company showcase and product listing on our platform to further enhance Advisory DNA’s visibility and reach.

Advisory DNA est une société de services financiers de premier plan qui se consacre à fournir des solutions de conseil personnalisées. En mettant l'accent sur le secteur du conseil financier, Advisory DNA offre une expertise inégalée aux conseillers financiers et aux propriétaires de cabinets qui envisagent des transitions stratégiques. L'entreprise est spécialisée dans la facilitation des mouvements, des fusions et des ventes d'entreprises, en veillant à ce que chaque client reçoive des conseils adaptés pour naviguer efficacement dans ces processus complexes.

Situé au 231 Public Sq, Suite 300, Franklin, Tennessee 37064, US, Advisory DNA exploite une plateforme d'analyse de compatibilité exclusive pour aider les clients à découvrir leurs valeurs, leurs comportements et leur culture souhaitée. Cette approche innovante permet à Advisory DNA d'identifier les relations mutuellement bénéfiques par le biais de partenariats, de fusions et d'acquisitions, stimulant ainsi la croissance et le succès de ses clients. Depuis sa création en 2010, Advisory DNA s'engage à fournir un service exceptionnel et à favoriser des relations clients à long terme.

La suite complète de services d'Advisory DNA comprend le coaching de transition des conseillers financiers, la planification de la succession, les fusions et acquisitions, et la représentation des conseillers. En combinant l'encadrement humain avec l'analyse avancée, Advisory DNA veille à ce que les conseillers financiers et les propriétaires de cabinets puissent prendre des décisions éclairées et atteindre leurs objectifs stratégiques. Nous invitons le directeur de l'entreprise à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer encore la visibilité et la portée d'Advisory DNA.

Key Personnel / Employees
Kim Church Brian Church Steve Hollander Diana Jackson

Compare Companies Side by Side

Compare Advisory DNA with 3 companies in Financial-Services

4 Companies
Comparison Field
Advisory DNA
Advisory DNA
Main Company
Four Pillars Talent
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KerberRose
KerberRose
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Strive Partners LLC
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Founded Year
2019 1979 2025
Company Size
2-10 201-500 2-10
City
Franklin, Tennessee Columbus, Ohio Shawano, Wisconsin BURLINGTON, Massachusetts
Country
United States United States United States
Skills & Keywords Comparing with main company
21 Total Skills
Financial Advisory Mergers and Acquisitions Succession Planning Financial Transitions RIA Wealth Management Financial Consulting Financial Advisor Transitions Coaching Mergers & Acquisitions Recruiting Selling Your Business Changing Broker Dealers Changing RIAs Switching Advisory Firms Going Independent Becoming an RIA Joining an RIA Building an RIA Advisor Representation Finding The Best Advisory Firm Deal Negotiations
60 Total 60 Unique
Unique Skills:
Accounting Accounting Policy Audit Blockchain Branch Managers Business Analyst +54
16 Total 1 Common 15 Unique
Match 5%
Common Skills:
Wealth Management
Unique Skills:
Accounting Services Auditing & Compliance Services Business Strategy & Planning Business Valuations HUD Compliance Audits Human Resources Consulting +9
5 Total 5 Unique
Unique Skills:
Business Valuation Financial Forensics Financial Neutral Gift & Estate Reorganization
4
Total Companies
1979
Oldest Founded
1
Countries
101
Unique Skills

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Alternative Company Names

This company is also known as

Advisory DNA 顾问DNA सलाहकार डीएनए DNA الاستشارية পরামর্শক डीएनए