Accelerating the Growth of Your Enterprise Value

Dedicated to protecting and growing RIA enterprise value by empowering advisors and their firms with data, analytics, and insights.
Data & Analytics
Capital Strategies
M&A Strategy
Performance Marketing
SmartCompliance
CFO Program
Intelligent Investments
Transition Services
Data & Analytics
Capital Strategies
M&A Strategy
Performance Marketing
Smart Compliance
CFO Program
Intelligent Investments
Transition Services
Our Mission

ASx is dedicated to protecting and growing RIA enterprise value by empowering advisors and their firms with relevant data, analytics and insights that can help increase valuations.

We help RIA's optimize their businesses through learning and recommendations delivered by eight unique offerings: Data & Analytics, Capital Strategies, M&A Strategy, Performance Marketing, Smart Compliance, CFO Program, Intelligent Investments, and Transition Services.

Data & Analytics
Empower Key Decisions

Power better decision making through strategic insights and business intelligence.

Capital Strategies
Access Liquidity Without Giving up Control of Your Business

Make your next strategic opportunity a reality with flexible capital deployments.

M&A Strategy
ASx M&A Strategy Can Accelerate the Growth of Your Enterprise

Discover quality opportunities to grow your firm through an enterprise valuation, prospect engagement and deal diligence.

Performance Marketing
Execute the Tactics that Your Business Needs to Grow

Optimize your approach and leverage marketing for successful business outcomes.

Smart Compliance
Optimize Your Approach to Compliance

Remove complexities to mitigate risk and protect your firm.

CFO Program
Access Enterprise-Level CFO Services

Inform key financial decisions with timely and accurate data & analytics.

Intelligent Investments
Empowering Advisors With a Suite of Investment Solutions

Grow third party money manager relationships and manage risks.

Transition Services
Define Your Business Requirements

Prepare your business for efficient and effective RIA operations.

ASx Leadership Team
ED SWENSON
President
HARRIS BALTCH
Head of Capital and M&A Strategies
JAMIE GARDINER
Director of Business Consulting
COLE TURNER
Head of Client Experience
CASEY MCKEON
Business Consulting Specialist
FRANK COATES
Chief Technology Officer
TAYLOR HOWARD
Chief Digital Officer
GABBY HURTADO
Business Consulting Specialist
JUSTIN BARISH
Head of Digital Marketing
MARISSA NORRIS
Digital Marketing Specialist
RODES PONZER
Business Strategy & Marketing
KATIE COOK
Chief of Staff
NICK GERACE
ASX Investment Platform
CHERYL QUINN
CFO Program Specialist
BRETT DEWING
Capital and M&A Strategy Specialist
LAUREN BRYANT
Digital Marketing Specialist
WILLIAM ROSS
Capital and M&A Strategy Specialist
DIANA MASCH
M&A Strategy Specialist
JILL RUSSO
Smart Compliance Specialist
DWIGHT RUPPERT
CFO Program Specialist
KATE PIERSON
Digital Marketing Specialist
BIANCA LIRIANO
Digital Marketing Specialist
CHRIS MARSH
Capital and M&A Specialist
Connect With an ASx Specialist Today
Get in touch with us to learn more about how ASx products and services can boost your business today.