Insights

Technology Integration Osaic Wealth, Inc.'s integration with Zocks Communications, Inc. through the Client Intelligence Platform offers an opportunity to showcase streamlined workflows and enhanced client engagement, demonstrating a commitment to cutting-edge technology solutions in the financial services industry.

Strategic Partnerships The multiple recent partnerships with institutions like Myiowastatebank, Iowastatebanks, and HarborOne Bank highlight Osaic Wealth, Inc.'s focus on expanding its institutional network, creating potential avenues for collaborative growth and new business opportunities.

Public Offering Potential Osaic Wealth, Inc.'s potential trajectory towards an initial public offering in the near future presents an exciting opportunity for strategic investors and stakeholders looking to capitalize on the company's growth and market positioning as the industry's largest network of independent financial advisors.

Community Engagement The involvement in charitable initiatives like the ConnectED conference in support of the American Cancer Society's campaign demonstrates Osaic Wealth, Inc.'s commitment to community engagement, offering a platform for building relationships with like-minded individuals and organizations.

Competitive Landscape By aligning with well-known financial service providers like Ladenburg Thalmann, Securities America, and American Portfolios Financial Services, Osaic Wealth, Inc. strengthens its competitive edge and opens up opportunities for strategic collaborations and market positioning strategies.

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
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%
FiLast@advisorgroup.comJoDoe@advisorgroup.com
1%
FirstLas@advisorgroup.comJohnDoe@advisorgroup.com
1%
Last_First@advisorgroup.comDoe_John@advisorgroup.com
1%
LastFirst@advisorgroup.comDoeJohn@advisorgroup.com
1%
First@advisorgroup.comJohn@advisorgroup.com
1%
First.Last@osaic.comJohn.Doe@osaic.com
82%
FLast@osaic.comJDoe@osaic.com
17%
F.Last@osaic.comJ.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 E Thomas Rd Phoenix, Arizona US. The company has employees across 6 continents, including North AmericaEuropeAsia.

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.

How much revenue does Advisor Group generate?

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As of January 2025, Advisor Group's annual revenue reached $750M.

What is Advisor Group's NAICS code?

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Advisor Group's NAICS code is 52 - Finance and Insurance.

How many employees does Advisor Group have currently?

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As of January 2025, Advisor Group has approximately 1K employees across 6 continents, including North AmericaEuropeAsia. Key team members include Chief Executive Officer: D. P.Chief Executive Officer: P. C.Chief Aml Officer: D. M.. 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 is Advisor Group's email format?

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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

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