AI-powered targeting and
acquisition systems to drive
AUM and business equity growth.
Prospecting outreach sent through our infrastructure. You approve the messaging, our systems handle everything else.
Schedule a consultation22+
Years in Financial Services
$2B
AUM Overseen at Prior Firm
2
Successful Business Exits
CFA, CFP
Professional Designations
Our Founder
Built by an advisor,
for advisors.
Andrew began his career as a financial advisor in 1999, a few months before the dot com crash. He built his practice organically (cold calling and begging clients for referrals) and in 2008, made a large acquisition within the Ameriprise ecosystem, the largest transaction in company history at that time.
He earned both the CFP designation and CFA Charter along the way. In 2014, he was hired as Chief Investment Officer and Lead Portfolio Manager for a large RIA in Boston, MA. In that role, he created and managed two investment platforms (hybrid fixed income and CORE ETF) for the firm's advisors and their clients.
Andrew exited his advisory firm in 2021 at a premium multiple, and founded an Ecommerce start-up where he invented and patented a travel sleep device. During this phase, he taught himself Meta ads creation/management in addition to Ecommerce infrastructure build-outs.
While serving as a regional director for a boutique tax law firm in 2025, he was struck with his consistently full calendar of discovery calls each week. These prospective clients were well-qualified, happy to be in the meetings, and in need of the firm's services. The firm's marketing team was using AI-powered targeting and acquisition systems to drive meeting flow. Andrew wondered "where the heck was this stuff when I was an advisor???"
And thus was born: Advisor Discovery Partners. Andrew started the firm to connect best-of-breed, credentialed advisors with successful clients needing financial planning and asset management advice. Andrew is a staunch advocate for financial advisors who are committed to their craft and are properly credentialed (CFP, CFA, or both). He believes that these advisors should be rewarded for their knowledge, hard work, and commitment to deliver amazing advice.
"Clients deserve to be working with the best of the best when it comes to financial advisors. To define "best of the best" I'm referring to advisors who have earned the gold standard letters after their name: CFP or CFA. This is the only objective way for the public to know that an advisor knows what they're talking about. The industry often intentionally obfuscates the importance of advisor experience and credentials. I started Advisor Discovery Partners to fix that for advisors and clients alike."
Andrew Gonski, CFA, CFP
Career
Andrew has four teenage kids and 3 dogs. He splits his time between Austin, TX and Breckenridge, CO.
Andrew Gonski
CFA, CFP
Built for Independent Advisors & RIAs
Financial advisors whose compliance environment limits how they grow.
The most competent, knowledgeable professionals in the advisory space are CFPs and CFAs. We only work with advisors who have earned either or both of these credentials and have clean compliance records. You know how to manage portfolios and financial plans, but driving client acquisition? Different ballgame.
Advisor Discovery Partners provides elite advisors with AI-powered lead generation specifically designed for independent advisors and boutique RIAs. We will handle the outreach infrastructure and place qualified appointments in your calendar. Our clients focus on what they do best: serving clients.
Independent advisors and boutique RIAs
Practices built on client service, not marketing infrastructure.
Credentialed professionals
CFPs, CFAs, 5+ years of experience, clean compliance records.
Compliance-constrained environments
Firms where internal email monitoring makes outbound prospecting impractical.
Firms without a proven systematic marketing system
Advisors who need business development capacity they cannot staff internally.
What We Do
Outreach that advisors cannot run internally.
We operate as a separate outreach function. We run targeting, outreach, qualifying, and finally, introduction.
We Send, Not Your Firm
Our team manages AI-powered targeting and outreach through our infrastructure, not yours.
Regulator-Safe Messaging
We craft all messaging with SEC and FINRA marketing communication guidelines in mind. No investment advice, no suitability claims, no testimonials, no promissory or guarantee language, no talk of performance, etc.
Rapid Testing and Optimization
Driving outreach through our systems rather than yours enables us to efficiently test messaging angles, content, subject lines, and more without onerous compliance-driven delays.
Qualified Conversations
When a prospect responds with genuine interest, our team qualifies them against your criteria and coordinates scheduling. You walk into a conversation with a briefed, interested individual--not a name from a purchased list.
Process
A structured engagement that aligns with your business.
Week 1
Onboarding & ICP Definition
Deep dive into your firm. Tell us about your culture, AUM threshold, asset management style, financial planning philosophy, and define your ideal client.
Weeks 2-3
Infrastructure & Approval
We set up all AI-powered targeting and outreach infrastructure. We craft messaging for your review prior to launch.
Week 4+
We Send, You Meet
Our team uses AI infrastructure to target, contact, and handle all communications/questions from prospects. When someone responds with interest, we qualify them and book an appointment directly into your calendar.
Ongoing
Iterate & Optimize
Because we control the outreach mechanism, we are constantly testing verbiage, targeting, and positioning with live campaigns.
You approve the messaging and define the audience--we manage the execution and ongoing refinement.
Commitment
Accountability built into the engagement.
We are not selling software or lead lists. We operate a managed outreach function from our own infrastructure--separate from your firm's systems--with real people behind every campaign.
If campaigns are not generating conversations, we iterate. New message versions, adjusted targeting, refined positioning. Ongoing refinement is part of the engagement--not an additional line item.
All outreach is sent from our infrastructure. Your firm's systems are not involved.
You review and approve all messaging before any campaign launches.
We test and iterate without adding to your internal compliance review workload.
Transparent reporting and ongoing refinement as part of the engagement.