Insights

Niche Service Offering Advisor Placement Group specializes in supporting independent financial advisors during broker/dealer transitions, indicating an opportunity to target advisors seeking seamless transition services and compliance support.

Limited Scale Presence With a small team of 0-1 employees and revenue under 1 million dollars, the company appears to be a niche, potentially agile player, ideal for tailored outreach aimed at boutique or emerging advisor services.

Industry Relationships Operating in the highly competitive financial services sector, APG's focus on independent advising firms suggests potential for collaboration with technology providers or platforms that support independent advisor operations.

Growth Opportunities Given their specialization and independent positioning, there is potential for service expansion into additional compliance, marketing, or client acquisition solutions tailored for small-scale advisory firms.

Competitive Landscape APG's positioning among large players like Fidelity and Charles Schwab highlights an opportunity to differentiate through personalized, high-touch services to independent advisors who may seek more dedicated support.

Advisor Placement Group Tech Stack

Media & News

Advisor Placement Group's Email Address Formats

Advisor Placement Group uses at least 1 format(s):
Advisor Placement Group Email FormatsExamplePercentage
First@advisorplacementgroup.comJohn@advisorplacementgroup.com
100%

Frequently Asked Questions

What is Advisor Placement Group's NAICS code?

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

How many employees does Advisor Placement Group have currently?

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As of December 2025, Advisor Placement Group has approximately 1 employees across 1 continents, including North America. Key team members include Partner | Director Of Business Development/Recruiting: M. E.Business Development/Recruiting: R. E.. Explore Advisor Placement Group's employee directory with LeadIQ.

What industry does Advisor Placement Group belong to?

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Advisor Placement Group operates in the Financial Services industry.

What is Advisor Placement Group's email format?

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Advisor Placement Group's email format typically follows the pattern of First@advisorplacementgroup.com. Find more Advisor Placement Group email formats with LeadIQ.

Advisor Placement Group

Financial ServicesTexas, United States0-1 Employees

The Advisor Placement Group (APG) specializes in helping financial advisors looking to make a broker/dealer change. We assume the due diligence and negotiations on behalf of the advisor (so they can focus on managing their clients and business) and are independent; we are not tied to any particular story or firm. We represent the advisor's best interest... always.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Employees
0-1

Section iconMedia & News

Section iconFunding & Financials

  • $1M

    Advisor Placement Group's revenue is estimated to be in the range of $1M

Section iconFunding & Financials

  • $1M

    Advisor Placement Group's revenue is estimated to be in the range of $1M

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