Select Advisors
Select Advisors Institute is a founder-led boutique consulting firm serving financial advisors, RIAs, wealth managers, CPAs, law firms, and UHNW families with done-for-you marketing, sales coaching, leadership development, and fractional CMO services, operating from Irvine, California since 2013.
- Company typePrivate
- Founded2014
- HeadquartersIrvine, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Select Advisors does
Select Advisors Institute is a boutique management consulting firm founded in 2013 by Amy Parvaneh, headquartered in Irvine, California, that exclusively serves the financial services industry. The firm provides done-for-you marketing, sales coaching, leadership development, and practice management consulting to financial advisors, registered investment advisors, wealth management firms, CPA and accounting practices, law firms, and a select group of ultra-high-net-worth families. Its core service pillars are branding and marketing execution (including website design, SEO, content, and digital marketing), consultative sales training, and leadership/practice management; supporting offerings include fractional CMO services and a fractional family office president role for UHNW clients. Differentiated proprietary methodologies include the Referralytics referral-optimization program and the Money in Motion framework for identifying liquidity-event prospecting triggers, supplemented by newer services such as Financial Advisor SEO and AI Search Optimization advisory.
The firm operates a relationship-driven, custom engagement model: prospective clients schedule introductory calls via Calendly or direct contact, services are scoped and delivered as project-based or retainer professional-services engagements, and pricing is quote-based with no disclosed standard rates. Distribution is anchored in a content-marketing infrastructure (SEO-optimized blog, LinkedIn, YouTube, earned media in Kitces, Barron's, and Accounting Today) that drives inbound interest in the advisor vertical. The client roster includes affiliations with Goldman Sachs, Merrill Lynch, RBC, LPL Financial, United Capital, Modern Wealth Management, and Rockefeller Capital Management; the firm states it has worked with thousands of advisors, CPAs, and attorneys whose firms collectively manage over $300 billion in assets. The company is privately held, bootstrapped, and remains founder-led with 1-10 employees.
Select Advisors firmographics
Firmographics- Name
- Select Advisors
- Legal name
- Select Advisors Institute
- Website
- http://www.selectadvisorsinstitute.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Select Advisors Institute is a founder-led boutique consulting firm serving financial advisors, RIAs, wealth managers, CPAs, law firms, and UHNW families with done-for-you marketing, sales coaching, leadership development, and fractional CMO services, operating from Irvine, California since 2013.
- Ownership category
- akta.pro rank
Where Select Advisors is headquartered
LocationHeadquarters
- HQ city
- Irvine
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Select Advisors business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D
Revenue model
- Management Consulting Services: Revenue generated through consulting engagements providing marketing strategy, sales coaching, leadership development, practice management, and fractional CMO services to financial advisory firms, RIAs, and wealth management companies. Engagements are typically custom, project-based or retainer arrangements tailored to client needs.
- Done-For-You (DFY) Marketing Services: Comprehensive marketing execution services including branding, website design, content creation, SEO, social media management, and digital marketing for financial advisors and wealth management firms.
- Executive Coaching and Training Programs: Revenue from coaching programs, sales training bootcamps, leadership development workshops, and talent training programs for financial professionals and advisory teams.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels8 records
Select Advisors product offering
Product offeringCore offering
Select Advisors Institute is a boutique management consulting firm that provides done-for-you (DFY) marketing, consultative sales training, leadership development, practice management, fractional CMO, and SEO/AI search optimization services exclusively to financial advisors, RIAs, wealth management firms, CPA/accounting firms, law firms, and ultra-high-net-worth families. The firm serves as a fractional family office president for UHNW families and as a trusted growth consultant to advisory practices.
Product overview
Select Advisors Institute is a boutique management consulting firm that provides done-for-you marketing, sales training, and executive coaching services exclusively to the financial services industry. The firm operates as a service-based consultancy rather than a software product company, offering three core service pillars: (1) Branding and Marketing Services for Financial Advisors including all design and implementation; (2) Leadership Development and Practice Management; and (3) Consultative Sales Training. Supporting these pillars are fractional CMO services, the Referralytics referral system, Money in Motion lead generation, Financial Advisor SEO, AI Search Optimization, and a Wealth Management Website Template. The firm primarily serves financial advisors, RIAs, ultra-high-net-worth families, and accounting/law firms, functioning as a fractional family office president and outsourced chief growth officer partner.
Differentiator
Problem solved
Functional benefit
Products and services
- Branding and Marketing Services for Financial Advisors Done-for-you marketing and branding for financial advisors, RIAs, attorneys, and CPA firms, covering design, implementation, naming, logo redesigns, websites, video, and content strategy tailored to SEC/FINRA-regulated environments.
- Leadership Development and Practice Management Leadership development and practice management consulting for financial advisory firms, including building efficient processes, team organization, and compensation restructuring.
- Consultative Sales Training Sales training programs for financial advisors that build a program matching unique personality styles, focused on consultative selling and sales coaching strategies for advisor practices.
- Outsourced CMO Services Fractional chief marketing officer services for financial advisors, RIAs, wealth managers, accounting firms, and law firms seeking senior marketing leadership on demand without the cost of a full-time executive hire.
- Fractional Family Office President Serves as a single point of contact for ultra-high-net-worth families to coordinate their top priorities, combining family office expertise with wealth management advisory across multiple generations.
- Financial Advisor SEO Search engine optimization services for financial advisors focused on improving Google rankings, increasing qualified traffic, and converting visitors into consultations.
- AI Search Optimization Advisory services on AI search visibility, large language model optimization, ChatGPT discoverability, and generative search optimization to help advisors and firms be found in emerging AI-driven search channels.
- Wealth Management Website Template Pre-built website template framework designed for wealth managers and financial firms, with strategic messaging, SEO architecture, and user journeys that guide prospects from first click to qualified consultation.
Quantifiable outcome
- Case study: RIA grew from $250mm to $1.5 billion AUM over 6 years after implementing SAI's consulting and coaching programs
- +2 more outcomes
Companies that use Select Advisors
Customer profileNamed customers7 records
Segments5 records
Ideal customer profiles5 records
Select Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Select Advisors partnerships and signals
Strategic signalScale indicators6 records
Recent moves6 records
Expansion highlights5 records
Select Advisors competitors and assessment
Company assessmentDirect peers
- Snappy Kraken: Snappy Kraken is a marketing automation and advisor growth platform serving financial advisors and RIAs with done-for-you campaigns, branding, and lead generation. Directly comparable to SAI as a marketing-focused growth partner for the wealth management industry.
- FMG (formerly FMG Suite): FMG is one of the largest marketing and communications platforms serving financial advisors and RIAs, offering websites, content, email, and social tools. Comparable to SAI as a comprehensive marketing services provider for the financial advisory industry.
- Twenty Over Ten: Twenty Over Ten provides websites, content marketing, and lead generation specifically for RIAs and financial advisors. Closely comparable to SAI's website template, content, and digital marketing offerings for the wealth management vertical.
- Cardinal Digital Marketing: Cardinal Digital Marketing is a digital marketing agency with a dedicated financial services vertical serving banks, credit unions, RIAs, and fintechs. Comparable to SAI's done-for-you digital marketing, SEO, and lead generation work for regulated financial firms.
- Platinum Advisor Marketing Strategies: Platinum Advisor Marketing Strategies provides marketing strategy, branding, and lead generation exclusively for financial advisors. Directly comparable to SAI as a vertical-specialist marketing and consulting firm for the advisory industry.
- Advisor Websites: Advisor Websites provides website design, hosting, and digital marketing tools for financial advisors and RIAs. Comparable to SAI's Wealth Management Website Template and digital marketing offerings, with a more productized SaaS delivery model.
- White Glove (financial advisor marketing): White Glove is a marketing and lead generation firm serving financial advisors and insurance agents with done-for-you campaigns. Directly comparable to SAI as a done-for-you marketing services provider targeting financial professionals.
- Trizone (Trizone Prosperity Group): Trizone provides consulting, marketing, and practice management services for financial advisors and RIAs. Directly comparable to SAI's mix of consulting, sales coaching, and marketing strategy for the financial advisory industry.
Broad incumbents
- Tarkenton Companies: Tarkenton Companies, founded by Fran Tarkenton, offers a broad portfolio of marketing, technology, and small-business services, including work with financial advisors and insurance producers. Comparable to SAI as a multi-discipline growth partner operating in the financial advisor space, but at significantly broader scale.
Emerging players
- Radius Global Marketing: Radius Global Marketing is an emerging full-service digital agency with a financial services practice supporting banks, fintechs, and wealth managers. Comparable to SAI's integrated marketing capabilities, though operating across multiple verticals rather than exclusively wealth management.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights7 records
Customer concentration
Select Advisors social profiles
Digital presenceSelect Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Select Advisors leadership team
Management profileNumber of profiles
Profiles1 record
Select Advisors funding detail
Funding detailFunding overview
Funding rounds1 record
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Select Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Select Advisors
What does Select Advisors do?
Select Advisors Institute is a boutique management consulting firm that provides done-for-you (DFY) marketing, consultative sales training, leadership development, practice management, fractional CMO, and SEO/AI search optimization services exclusively to financial advisors, RIAs, wealth management firms, CPA/accounting firms, law firms, and ultra-high-net-worth families. The firm serves as a fractional family office president for UHNW families and as a trusted growth consultant to advisory practices.
Is Select Advisors a public or private company?
Select Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Select Advisors founded?
Select Advisors was founded in 2014. It employs 1 to 10 people.
Where is Select Advisors based?
Select Advisors is headquartered in Irvine, United States, in the North America region.
How does Select Advisors make money?
Three revenue lines are on record. Management Consulting Services are the primary driver. The others are done-For-You (DFY) Marketing Services and executive Coaching and Training Programs.
Who are Select Advisors's main competitors?
Direct peers on record are Snappy Kraken, FMG (formerly FMG Suite), Twenty Over Ten, Cardinal Digital Marketing, Platinum Advisor Marketing Strategies, Advisor Websites, White Glove (financial advisor marketing) and Trizone (Trizone Prosperity Group). Tarkenton Companies is listed as a broad incumbent. Radius Global Marketing is listed as an emerging player.
Does Select Advisors have an API?
No public API is recorded for Select Advisors.