Partnering with advisors to create a smarter future

Clients

From New York to California

Select Clients
 


Legal Services

compliance

Audits

customer disputes and expungement

regulatory defense

ria setup/MAINTENANCE


Continuity/Succession Planning

need a plan

Find a Successor

Buy/sell agreements and funding


Practice Management/Coaching

spend more time with Clients

Streamline your Business for growth

Maximize profitability

 

Testimonials
 

 

 
 
Craig is the guy that you can count on to connect you with the right broker dealer. His vast knowledge of each broker dealer and what they can offer to your business is indispensible. He has a true understanding of how this business works and why it is beneficial to go independent. His many ideas are insightful and pragmatic. Craig’s knowledge and expertise will certainly lead you to the most satisfying path of your career, he certainly helped me.
— C. Q. in Texas
 
 

 
 
Advisor Resource Network took all the burden off my shoulders when it came to finding a successor for my practice. Craig, took his time to understand why I was looking for someone to take over my book and what was and was not important to me. Craig presented 3 great potentials that all seemed to be a great fit for me. Because of their work, I spent very little time worrying and focusing on researching each of these individuals, yet felt that I had a very strong grip on each one. I can’t thank them enough for really limiting the stress and time I would have had to spend on this if I did it on my own.
— B. N. in NYC