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Gathering insights about Advisor Group

Advisor Group Tech Stack

Advisor Group uses 8 technology products and services including CAIS platform, Google AdWords, Adobe, and more. Explore Advisor Group's tech stack below.

  • CAIS platform
    Accounting And Finance
  • Google AdWords
    Advertising
  • Adobe
    Audio, Video, Graphics
  • Tableau
    Business Intelligence
  • Apptio
    Business Process Management
  • SSCP
    Certificates
  • Microsoft 365 Copilot
    Communication And Collaboration
  • Smartsheet
    Project Management

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
53%
FLast@advisorgroup.comJDoe@advisorgroup.com
42%
FirstLast@advisorgroup.comJohnDoe@advisorgroup.com
3%
F.Last@advisorgroup.comJ.Doe@advisorgroup.com
2%
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 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 June 2026, Advisor Group has approximately 584 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 CAIS platformGoogle AdWordsAdobeTableauApptioSSCPMicrosoft 365 CopilotSmartsheet.

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. operates as a nationwide network of independent financial advisors, linking more than 11,000 advisors and overseeing about $450 billion in client assets. The organization provides securities and investment advisory services through affiliated broker-dealers and registered investment advisers, with members that are FINRA and SIPC-registered. Based in Phoenix, Arizona, the group emphasizes entrepreneurship and independence as it supports financial professionals in serving their clients. 

Within the financial services sector, the firm serves independent financial professionals who deliver guidance to individual clients. In May 2026, Osaic Wealth, Inc. announced a partnership with Envestnet Retirement Solutions to unify the wealth-management experience for advisors.

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
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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