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AdvicePeriod

AdvicePeriod Market Share Analysis for June 2026

Steve Lockshin is a Founder and Principal of AdvicePeriod and former Chairman of Convergent Wealth Advisors, a company he founded in 1994. Steve helped pioneer the independent advisory industry, building one of the largest independent RIAs in the nation.

Finance > Investing

Domainadviceperiod.com

Year Founded2014

Employees51 - 200

Annual Revenue$25M - $50M

AdvicePeriod

AdvicePeriod (including company regionals)

adviceperiod.com

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AdvicePeriod Revenue up to June 2026 is 25M - 50M

revenue generated by AdvicePeriod top domains

AdvicePeriod top domains revenue over 3 years

Revenue for AdvicePeriod top domains

adviceperiod.com25M - 50M

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Total visits to AdvicePeriod's top domains

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Total visits last 3 months

Subsidiaries Breakdown

adviceperiod.com3.6K

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Avg. visit duration in AdvicePeriod's top domains

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Average visit duration last 3 months

Subsidiaries Breakdown

adviceperiod.com00:00:38

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Avg. pageviews on AdvicePeriod's top domains

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Average page views last 3 months

Subsidiaries Breakdown

adviceperiod.com1.92

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AdvicePeriod top competitors by domain

Top similar sites in June 2026, ranked by their affinity

aspiriant.comCompany NameAspiriantEmployees201 - 500HQUnited States, California, Los AngelesAnnual revenue$100M - $200MTotal visits12.5KFinance > Investing

Top technologies used by AdvicePeriod

These are the website technologies, by industry, used by AdvicePeriod top domains

Advertising (9)

Google Adsense

Social (7)

Instagram

Widget (7)

Twemoji

Email Services (4)

G Suite

More Technologies

12

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News & Signals from AdvicePeriod

With Similarweb Sales signals alerts, you’ll receive daily updates of recognized buying signals whenever new opportunities or threats arise in your target audience.

NewsAdvicePeriod, LLC hires Randy as Partner Advisor.Randy previously founded NestEgg Advisory in 2012, where he worked closely with corporate executives and small business owners, and later joined Advice Period as a Partner Advisor.

NewsAdvicePeriod, LLC hired Brett Nelson as Partner Advisor on Sep 11th '20.(September 11th, 2020) -- AdvicePeriod, a nationwide network of experienced, like-minded advisors, is pleased to announce the addition of Brett Nelson as a Partner Advisor in Warrenton,…

NewsMariner Wealth Advisors, LLC acquired AdvicePeriod, LLC for $5.1B on Jun 30th '21.Overland Park, Kansas-based Mariner Wealth Advisors signed a deal to acquire AdvicePeriod, which is based in Los Angeles, Calif., on June 30.