Insights

Strong Market Position As the nation's largest independent financial advisor network overseeing $450 billion in assets, Advisor Group presents a substantial opportunity to engage with high-value clients and demonstrate solutions tailored for large-scale wealth management firms.

Strategic Acquisitions Recent acquisitions of firms like American Portfolios Financial Services and Securities America suggest ongoing expansion efforts, making them receptive to integrated technology, compliance, and both operational and client engagement solutions.

Leadership Expansion New appointments of experienced executives like Shannon Reid and Livingston indicate a focus on growth and advisor engagement, providing opportunities to offer innovative tools, training platforms, and engagement solutions that support leadership and staff development.

Technology Adoption Utilizing advanced tech stacks such as Power BI, Envestnet, and Azure DevOps shows a commitment to modernizing operations, opening doors for software providers that enhance analytics, automation, and client experiences within large financial networks.

Market Growth Potential With revenue estimates between $500 million and one billion and a sizable employee base, Advisor Group exhibits significant growth momentum, making it a promising target for scalable financial technology services, client engagement platforms, and operational efficiencies.

Advisor Group Tech Stack

Advisor Group uses 8 technology products and services including iPipeline, Envestnet, Workday Recruiting, and more. Explore Advisor Group's tech stack below.

  • iPipeline
    Accounting And Finance
  • Envestnet
    Accounting And Finance
  • Workday Recruiting
    Applicant Tracking Systems
  • Azure DevOps Server
    Application Development & Management
  • Adobe
    Audio, Video, Graphics
  • Power BI
    Business Intelligence
  • Adobe Acrobat DC
    Rich Text Editors
  • PowerShell
    Security

Media & News

Advisor Group's Email Address Formats

Advisor Group uses at least 2 format(s):
Advisor Group Email FormatsExamplePercentage
First.Last@advisorgroup.comJohn.Doe@advisorgroup.com
49%
FLast@advisorgroup.comJDoe@advisorgroup.com
41%
FirstLast@advisorgroup.comJohnDoe@advisorgroup.com
2%
F.Last@advisorgroup.comJ.Doe@advisorgroup.com
2%
First_Last@advisorgroup.comJohn_Doe@advisorgroup.com
1%
Last.First@advisorgroup.comDoe.John@advisorgroup.com
1%
LastF@advisorgroup.comDoeJ@advisorgroup.com
1%
LFirst@advisorgroup.comDJohn@advisorgroup.com
1%
LastFirst@advisorgroup.comDoeJohn@advisorgroup.com
1%
First@advisorgroup.comJohn@advisorgroup.com
1%
First.Last@osaic.comJohn.Doe@osaic.com
81%
FLast@osaic.comJDoe@osaic.com
18%
Fir.Last@osaic.comJoh.Doe@osaic.com
1%

Frequently Asked Questions

Where is Advisor Group's headquarters located?

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Advisor Group's main headquarters is located at 20 East Thomas Road Phoenix, Arizona United States. The company has employees across 6 continents, including North AmericaAsiaEurope.

What is Advisor Group's phone number?

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You can contact Advisor Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Advisor Group's stock symbol?

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Advisor Group is a publicly traded company; the company's stock symbol is N/A.

What is Advisor Group's official website and social media links?

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Advisor Group's official website is osaic.com and has social profiles on LinkedIn.

What is Advisor Group's SIC code NAICS code?

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Advisor Group's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Advisor Group have currently?

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As of February 2026, Advisor Group has approximately 597 employees across 6 continents, including North AmericaAsiaEurope. Key team members include Ceo: A. C.Chief Aml Officer: D. M.Chief Financial Officer: K. D.. Explore Advisor Group's employee directory with LeadIQ.

What industry does Advisor Group belong to?

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Advisor Group operates in the Financial Services industry.

What technology does Advisor Group use?

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Advisor Group's tech stack includes iPipelineEnvestnetWorkday RecruitingAzure DevOps ServerAdobePower BIAdobe Acrobat DCPowerShell.

What is Advisor Group's email format?

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Advisor Group's email format typically follows the pattern of First.Last@advisorgroup.com. Find more Advisor Group email formats with LeadIQ.

Advisor Group

Financial ServicesArizona, United States501-1000 Employees

Advisor Group, Inc. is the nation's largest network of independent financial advisors serving over 11,000 advisors and overseeing $450 billion in client assets. 

Cultivating a spirit of entrepreneurship and independence, Advisor Group champions the enduring value of financial advisors and is committed to being in their corner every step of the way.

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Osaic Institutions, Inc., Osaic FA, Inc., Osaic FS, Inc., and Triad Advisors, LLC, broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., Osaic Services Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC, and Securities America Advisors, Inc., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., and Triad Advisors, LLC., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.

Section iconCompany Overview

Headquarters
20 East Thomas Road Phoenix, Arizona United States
Phone number
Website
osaic.com
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Employees
501-1000

Section iconFunding & Financials

  • $500M$1B

    Advisor Group's revenue is estimated to be in the range of $500M$1B

Section iconFunding & Financials

  • $500M$1B

    Advisor Group's revenue is estimated to be in the range of $500M$1B

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