LeadIQ logo
Learn more at LeadIQ.com

Insights

Recent Acquisitions Advisor Group has recently completed acquisitions of Lincoln Wealth Advisers and Latham & Watkins LLP, indicating potential growth and expansion opportunities within those acquired entities for cross-selling financial services.

Strategic Investments Osaic Inc. made significant investments in acquiring a stake in Kenvue and $700 million worth of assets from Lincoln Financial, showcasing a willingness to invest in strategic partnerships and assets that could present new sales avenues.

Upcoming IPO With plans to go public in 2025, Advisor Group's potential IPO could generate increased visibility and market interest, offering a window for sales professionals to engage with new investors and clients looking to align with a prominent financial services firm.

Legal Disputes Be aware of ongoing legal disputes, such as the lawsuit filed by Prudential, to position sales strategies with transparency and address any concerns proactively, ensuring stakeholders of Advisor Group's commitment to ethical conduct and customer relationships.

Foundation Grants Osaic Inc.'s grant to United Way demonstrates a community-focused approach, presenting opportunities for sales professionals to connect with clients and prospects who value corporate social responsibility, thereby fostering relationships through shared philanthropic endeavors.

Similar companies to Advisor Group

Advisor Group Tech Stack

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
50%
FLast@advisorgroup.comJDoe@advisorgroup.com
40%
FirstLast@advisorgroup.comJohnDoe@advisorgroup.com
3%
F.Last@advisorgroup.comJ.Doe@advisorgroup.com
2%
Last.First@advisorgroup.comDoe.John@advisorgroup.com
1%
LFirst@advisorgroup.comDJohn@advisorgroup.com
1%
LastF@advisorgroup.comDoeJ@advisorgroup.com
1%
FirstLas@advisorgroup.comJohnDoe@advisorgroup.com
1%
First@advisorgroup.comJohn@advisorgroup.com
1%
First.Last@osaic.comJohn.Doe@osaic.com
80%
First.Last@osaic.comJohn.Doe@osaic.com
12%
FLast@osaic.comJDoe@osaic.com
7%
Fir.Last@osaic.comJoh.Doe@osaic.com
1%

Frequently Asked Questions

Where is Advisor Group's headquarters located?

Minus sign iconPlus sign icon
Advisor Group's main headquarters is located at 20 E Thomas Rd Phoenix, Arizona US. The company has employees across 6 continents, including North AmericaEuropeAsia.

What is Advisor Group's phone number?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
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?

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

How much revenue does Advisor Group generate?

Minus sign iconPlus sign icon
As of July 2024, Advisor Group's annual revenue reached $750M.

What is Advisor Group's NAICS code?

Minus sign iconPlus sign icon
Advisor Group's NAICS code is 52 - Finance and Insurance.

How many employees does Advisor Group have currently?

Minus sign iconPlus sign icon
As of July 2024, Advisor Group has approximately 1.3K employees across 6 continents, including North AmericaEuropeAsia. Key team members include Chief Executive Officer: A. G.Chief Aml Officer: D. M.Chief Customer Experience Officer: L. Z. L.. Explore Advisor Group's employee directory with LeadIQ.

What industry does Advisor Group belong to?

Minus sign iconPlus sign icon
Advisor Group operates in the Financial Services industry.

What is Advisor Group's email format?

Minus sign iconPlus sign icon
Advisor Group's email format typically follows the pattern of . Find more Advisor Group email formats with LeadIQ.
Advisor Group

Advisor Group

Financial ServicesArizona, United States1001-5000 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 E Thomas Rd Phoenix, Arizona US
Phone number
Website
osaic.com
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Employees
1001-5000

Section iconFunding & Financials

  • $100M$1B

    Advisor Group's revenue is in the range of $100M$1B

Section iconFunding & Financials

  • $100M$1B

    Advisor Group's revenue is in the range of $100M$1B

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.