Affinity BST Advisors

What Affinity BST Advisors does

The Affinity Group (doing business as Affinity BST Advisors) is a privately held registered investment advisory firm headquartered in Latham, New York, that provides comprehensive wealth and life planning to business owners, executives, and successful families. The firm is structured around three service tiers — Family Office (complex multi-generational wealth), Executive Suite (HNW executives and business owners), and Professional Practice (growing professionals) — that together function as a unified family office experience covering investment management, tax planning, estate planning, retirement planning, and behavioral financial coaching. Its stated approach is relationship-first, positioning the advisor as a "quarterback" coordinating a client's full financial picture rather than delivering siloed product advice.

The firm's go-to-market is sales-led and built on personal networks, referrals, and community presence, with content marketing (a behavioral-finance blog authored by founder Gary Sancilio) used as top-of-funnel demand generation. Revenue is generated through advisory, planning, and likely AUM-based fees associated with the three service packages, though specific fee schedules are not publicly disclosed. Technology is not a differentiator: no proprietary platform, AI capability, or integration stack is disclosed beyond a client portal and a planning demo (Affinity Prism). Headcount is small (1–10 employees), no funding rounds, M&A, partnerships, or regulatory actions are reported, and there are no disclosed geographic markets beyond what appears to be a domestic U.S. footprint.

Name

Affinity BST Advisors

Legal name

The Affinity Group

Website

https://affinitybstadvisors.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Affinity BST Advisors (The Affinity Group) is a small, privately held registered investment advisory firm in Latham, New York, providing wealth and life planning services across three tiers — Family Office, Executive Suite, and Professional Practice — to business owners, executives, and successful families.

Ownership category

akta.pro rank

Product category

Wealth Management Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC)

akta.pro secondary industries

Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Family Business & Succession Advisory (FSAAADAL), Risk Management & Insurance Advisory for Families (FSAAADAK)

Keywords

• Wealth management services
• Financial life planning
• Family office advisory
• Executive financial planning
• Registered investment advisory

Headquarters

HQ city

Latham

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Wealth Management Advisory Services: The firm generates revenue through comprehensive wealth and life planning advisory services. As a registered investment advisory firm, revenue is likely derived from advisory fees, planning fees, and potentially AUM-based management fees. The three service tiers (Family Office, Executive Suite, Professional Practice) represent distinct service packages targeting different wealth levels and complexity needs.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

The Affinity Group provides comprehensive wealth and life planning advisory services to business owners, executives, and successful families through three distinct service tiers: Family Office (for families with substantial wealth and complexity), Executive Suite (for high-income executives and high-net-worth business owners), and Professional Practice (for professionals and families who have started to hit their stride income-wise). Services span investment management, tax planning, estate planning, retirement planning, and behavioral financial coaching, delivered through a relationship-first, quarterback-style advisory engagement.

Product overview

The Affinity Group offers three distinct wealth and life planning service tiers delivered as a unified family office experience. The core offerings are Family Office (for families with substantial wealth and complex financial needs), Executive Suite (for high-income executives and business owners), and Professional Practice (for growing professionals). The firm positions itself as a comprehensive planning partner that combines financial management with life planning to secure family legacies across generations.

Differentiator

Problem solved

Functional benefit

Products and services

• Family Office Comprehensive wealth and life planning service tier designed for families with significant wealth and complexity requiring high-level, coordinated financial management including estate planning, tax strategy, investment management, and intergenerational wealth transfer.
• Executive Suite Wealth planning service tier tailored for high-income executives and high-net-worth business owners, covering executive compensation optimization, concentrated stock position management, retirement planning, and wealth accumulation strategies.
• Professional Practice Financial planning service tier designed for professionals and families who have started to hit their stride income-wise, focusing on income optimization, tax planning, and foundational wealth building.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves3 records

Expansion highlights2 records

Direct peers

• Aspiriant: Independent, fee-only RIA serving HNW families and individuals with holistic wealth planning, investment management, tax, and estate services — closely mirroring Affinity Group's quarterback-style family-office approach.
• Cerity Partners: Wealth management and OCIO firm focused on HNW families, executives, and institutions with integrated investment, tax, and estate planning — a direct functional analog of Affinity's Family Office and Executive Suite offerings.
• Savant Wealth Management: Mid-sized fiduciary RIA providing comprehensive financial planning, investment management, and tax services to individuals, families, and business owners across multiple wealth tiers — directly comparable in service mix and client segments.
• Moneta Group: Fee-only RIA providing comprehensive financial planning and investment management to HNW families, closely matching Affinity Group's family-office-oriented, advisor-led model.

Broad incumbents

• Carson Group: National hybrid advisory platform supporting independent financial advisors with wealth management, coaching, and practice-management resources — overlaps with Affinity's advisor-coaching angle and serves similar HNW segments.
• Mariner Wealth Advisors: Large national RIA providing comprehensive financial planning, investment, tax, and estate services to HNW individuals and families; a scaled competitor with overlapping service tiers.
• Mercer Advisors: National RIA with a strong HNW family-office franchise offering investment management, estate, tax, and trust services across the U.S.; a scaled incumbent competing for the same multi-generational HNW clientele.
• Creative Planning: One of the largest U.S. independent RIAs offering comprehensive wealth management, tax, and estate planning to HNW individuals nationwide; a broad incumbent pressuring boutique advisory economics.

Regional players

• Threshold Group: Mid-Atlantic RIA offering integrated financial planning, investment management, and tax services to HNW families and individuals — comparable methodology and regional coverage to Affinity Group's Latham, NY base.
• Coldstream Holdings: Pacific Northwest-based independent RIA offering wealth management and family-office-style services to HNW individuals and families; comparable service model in a different regional market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/affinity-bst-advisors

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Affinity BST Advisors