Insights

Strategic Acquisitions Advisor Group has actively expanded its market presence through multiple significant acquisitions, including Securities America and Alerus Financial. This indicates a strong growth strategy and openness to integrating new technology platforms and client relationships, creating opportunities for cross-selling advanced financial services and digital solutions.

Growing Revenue Base With an estimated revenue between 500 million and 1 billion dollars, Advisor Group demonstrates solid financial stability and substantial market share. This financial capacity positions them as a potential client for high-value, enterprise-level financial technology, compliance, and advisory solutions.

Technology Adoption Advisor Group leverages a diverse tech stack including Power BI, Envestnet, and Azure DevOps, signifying a focus on data analytics, operational efficiency, and digital transformation—presenting opportunities to introduce innovative integrations, analytics tools, and automation services.

Leadership Expansion Recent high-profile hires such as Shannon Reid and recognition of leadership talent like Philip Blancato suggest ongoing focus on strategic growth and advisor engagement. Targeted solutions in talent management, advisor support platforms, and engagement tools could provide additional value to their expanding leadership team.

Market Positioning As the largest network of independent financial advisors overseeing a vast client asset base, Advisor Group is positioned for further expansion within the independent and hybrid advisory markets. Solutions aimed at enhancing advisor productivity, client retention, and regulatory compliance could be highly relevant for their future growth initiatives.

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
80%
FLast@osaic.comJDoe@osaic.com
19%
Fir.Last@osaic.comJoh.Doe@osaic.com
1%

Frequently Asked Questions

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 December 2025, Advisor Group has approximately 1K 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 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

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
1001-5000

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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