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Affiliated Advisors Recognized as a Finalist in Wealth Management's 2026 Wealthies Awards

Affiliated Advisors, a prominent platform serving and supporting financial advisors, proudly announces its recognition as a finalist in the esteemed Wealth Management’s 2026 Wealthies Industry Awards. This noteworthy accolade is specifically for the category of Independent Integrated Growth Platforms, highlighting their successful initiative, Equity Uplift.

This marks an impressive milestone for Affiliated Advisors, as this is the third consecutive year they have been acknowledged in this category, having won the award last year in 2025. The Wealthies Awards are known for celebrating the innovative products, platforms, and programs shaping the wealth management landscape, honoring organizations that offer measurable value for both advisors and their clients.

What is Equity Uplift?

Equity Uplift is an initiative aimed at transforming advisors’ practices into scalable, transferable businesses with a focus on long-term enterprise value. It provides a blend of strategic consulting, operational support, and a scalable infrastructure that reinforces the essential components driving enterprise value, such as recurring revenue, margin expansion, and leveraging team strengths.

Through its well-structured support platform, advisors not only enhance their operational efficiency but also improve client experiences. The initiative allows advisors to concentrate on critical aspects of their business, like nurturing client relationships and driving strategic growth, thereby reducing reliance on vital individuals and streamlining succession processes.

“Receiving recognition as a finalist for the Wealthies for a third consecutive year is a significant validation of our efforts with Equity Uplift,” shares Trisha Qualy, Managing Partner at Affiliated Advisors. “Our mission has consistently been to assist advisors in creating their ideal practices, and this acknowledgment reflects the substantial progress they are making towards building more sustainable, valuable businesses.”

A Framework for Sustainable Growth

Equity Uplift serves dual purposes: acting as both a growth catalyst and a framework for building long-term value. Advisors engaged with this program benefit from:

• - Strategic Consulting: A focus on identifying and prioritizing key growth and profitability opportunities.
• - Centralized Operational Support: An enhanced consistency and efficiency across their practices.
• - Scalable Infrastructure: A solution that minimizes individual dependency and strengthens business continuity.
• - Succession Preparedness: A clear pathway that provides advisors greater flexibility when evaluating future liquidity events.

The winners of the 2026 Wealthies are set to be unveiled at a prestigious Gala Event on September 10, 2026, in New York City at Cipriani, 42nd St.

About Affiliated Advisors

Affiliated Advisors is a celebrated growth platform dedicated to empowering financial advisors to build firms that are not only enterprise-ready but also possess enduring equity value. By providing essential resources—including business consulting, M&A and succession planning expertise, technology enablement, and advisor development programs—Affiliated Advisors equips independent advisors to thrive and scale in the fast-evolving wealth management environment. Visit www.AffiliatedAdvisors.com for more information.

Note: Securities and investment advisory services are offered through Osaic Wealth, Inc., a member of FINRA/SIPC. Other entities referred to in this article are independent of Osaic Wealth.