Insights

Extensive Advisor Network Advisor Group boasts the nation's largest network of independent financial advisors, creating ample opportunities for partnerships and collaborations to expand market reach.

Sizable Client Asset Management Overseeing $450 billion in client assets, Advisor Group's proven track record in managing substantial assets presents a lucrative avenue for offering tailored financial solutions and services to high-net-worth clients.

Diverse Service Offerings With a wide array of services offered through various affiliated firms, such as securities, investment advisory, and advisory programs, Advisor Group presents a one-stop solution for diverse client needs, tapping into various revenue streams.

Competitive Positioning Among similar companies like Merrill Lynch and Morgan Stanley, Advisor Group's focus on championing advisor independence and its commitment to supporting financial advisors differentiate it, providing a unique selling point in a competitive landscape.

High Revenue Potential With revenue ranging between $100 million and $1 billion, Advisor Group's solid financial standing signals the potential for substantial partnerships, investments, and growth opportunities for sales expansion.

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
1%
FiLast@advisorgroup.comJoDoe@advisorgroup.com
1%
First_Last@advisorgroup.comJohn_Doe@advisorgroup.com
1%
LFirst@advisorgroup.comDJohn@advisorgroup.com
1%
FirstLas@advisorgroup.comJohnDoe@advisorgroup.com
1%
LastFirst@advisorgroup.comDoeJohn@advisorgroup.com
1%
First@advisorgroup.comJohn@advisorgroup.com
1%
First.Last@osaic.comJohn.Doe@osaic.com
90%
FLast@osaic.comJDoe@osaic.com
9%
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 October 2024, 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 October 2024, 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 iconMedia & News

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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