Insights

Growing Client Assets American Portfolios manages nearly 40 billion dollars in client assets, signifying a substantial base of high-net-worth individuals and financial advisors, presenting opportunities for premium technology solutions, wealth management services, and strategic financial products.

Recent Leadership Changes The company has experienced notable leadership shifts, including the departure of key personnel and the hiring of new executives such as Lon T. Dolber as Vice Chairman, indicating potential needs for executive consulting, leadership development, and organizational technology support.

Acquisition by Advisor Group Following its acquisition by Advisor Group in early 2022, American Portfolios is integrating into a larger financial services ecosystem, offering avenues to introduce scalable fintech solutions, compliance systems, and advisory tools that align with its expanded corporate infrastructure.

Award-Winning Reputation Recognized repeatedly for excellence as Broker-Dealer of the Year and Top Workplace, the company demonstrates a strong brand presence and engagement strength, which could be leveraged to promote advanced training platforms, employee engagement tools, and client acquisition services.

Technology Adoption Utilizing a range of modern web and security technologies, American Portfolios shows a commitment to digital infrastructure, opening opportunities to provide cutting-edge cybersecurity services, data analytics, and client portal enhancements to support their tech-forward initiatives.

American Portfolios Tech Stack

American Portfolios uses 8 technology products and services including OWL Carousel, Lodash, jQuery Mobile, and more. Explore American Portfolios's tech stack below.

  • OWL Carousel
    Javascript Libraries
  • Lodash
    Javascript Libraries
  • jQuery Mobile
    Mobile Frameworks
  • Yoast SEO
    Search Engines
  • Hermes
    Transportation And Fleet Management
  • Kendo UI
    UI Frameworks
  • Nginx
    Web Servers
  • Facebook
    Widgets

Media & News

American Portfolios's Email Address Formats

American Portfolios uses at least 1 format(s):
American Portfolios Email FormatsExamplePercentage
FLast@americanportfolios.comJDoe@americanportfolios.com
97%
FirstLast@americanportfolios.comJohnDoe@americanportfolios.com
2%
First-Last@americanportfolios.comJohn-Doe@americanportfolios.com
1%

Frequently Asked Questions

Where is American Portfolios's headquarters located?

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American Portfolios's main headquarters is located at 4250 Veterans Memorial Highway, Suite 420e. The company has employees across 2 continents, including North AmericaAsia.

What is American Portfolios's phone number?

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You can contact American Portfolios'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 American Portfolios's official website and social media links?

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American Portfolios's official website is americanportfolios.com and has social profiles on LinkedIn.

What is American Portfolios's NAICS code?

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American Portfolios's NAICS code is 52 - Finance and Insurance.

How many employees does American Portfolios have currently?

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As of December 2025, American Portfolios has approximately 192 employees across 2 continents, including North AmericaAsia. Key team members include Ceo: L. D.Chief Executive Officer: K. C.Ceo: R. B.. Explore American Portfolios's employee directory with LeadIQ.

What industry does American Portfolios belong to?

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American Portfolios operates in the Financial Services industry.

What technology does American Portfolios use?

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American Portfolios's tech stack includes OWL CarouselLodashjQuery MobileYoast SEOHermesKendo UINginxFacebook.

What is American Portfolios's email format?

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American Portfolios's email format typically follows the pattern of FLast@americanportfolios.com. Find more American Portfolios email formats with LeadIQ.

When was American Portfolios founded?

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American Portfolios was founded in 2001.

American Portfolios

Financial ServicesNew York, United States51-200 Employees

Headquartered in Holbrook, New York, American Portfolios Financial Services, Inc. (APFS), now Osaic,  is a full-service, independent broker/dealer and member firm of FINRA and SIPC, offering a complete range of financial services, including personal financial and retirement planning, securities trading, mutual funds, access to investment research, long-term care planning, insurance products and tax-free investing. Fee-based asset management is offered through its sister subsidiary, American Portfolios Advisors, Inc., (APA), an SEC Registered Investment Advisor. Both entities, along with technology entity American Portfolios Advisory Solutions, LLC, collectively reside under the legal entity American Portfolios Holdings, Inc. (APH). Full-service securities brokerage is available through a clearing firm relationship with Pershing, LLC, a BNY Mellon firm, the securities of which are held on a fully disclosed basis. The company supports independent investment professionals—inclusive of registered assistants and non-registered associates—throughout the nation. 

American Portfolios has numerous recognitions by a number of industry publications and organizations.  Such acknowledgment includes: multiple Broker-Dealer of the Year (Division III) wins by Investment Advisor magazine; multiple ThinkAdvisor LUMINARIES awards; multiple finalist and award wins by WealthManagement.com Industry Award in multiple categories; Corporate Citizen of the Year by Long Island Business News; multiple top placements as one of the Best Companies to Work for in the state of New York by the New York State Society for Human Resources Management (NYS-SHRM) and the Best Companies Group (BCG); and one of the Top Long Island Workplaces.

Section iconCompany Overview

Headquarters
4250 Veterans Memorial Highway, Suite 420e
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2001
Employees
51-200

Section iconFunding & Financials

  • $250M$500M

    American Portfolios's revenue is estimated to be in the range of $250M$500M

Section iconFunding & Financials

  • $250M$500M

    American Portfolios's revenue is estimated to be in the range of $250M$500M

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