Insights

Strong Industry Recognition American Portfolios has received multiple industry awards, including Broker-Dealer of the Year and recognition as one of the Best Companies to Work for in New York. This reputation positions them as a highly respected firm, open to partnerships that enhance their service offerings or further bolster their industry status.

Recent Acquisition and Growth Having been acquired by Osaic Holdings Inc. in November 2022 and successfully integrated into Osaic Wealth, the company is in a growth phase, offering opportunities for technology providers and service vendors to collaborate on integrations and support systems that streamline their expanded operations.

Financial Strength and Client Base With revenues estimated between $250 million and $500 million and managing nearly $40 billion in assets, American Portfolios represents a significant market opportunity for financial technology solutions, asset management tools, and compliance services targeting large-scale broker-dealers.

Technology Adoption The company's tech stack includes several advanced tools like Kendo UI, Nginx, and Yoast SEO, indicating a focus on online presence and digital infrastructure. Vendors specializing in cybersecurity, website optimization, or advanced analytics could find strategic opportunities to enhance their offerings.

Market Engagement and Talent Mobility Frequent leadership and advisor movements, such as key personnel joining or leaving for organizations like Cetera or Advisor Group, highlight an active talent market. This presents chances to engage with financial advisors and professionals considering switching firms or seeking better technological or support services.

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 Holbrook, New York 11741 United States. 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 SIC code NAICS code?

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American Portfolios's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does American Portfolios have currently?

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As of March 2026, American Portfolios has approximately 184 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 Holbrook, New York 11741 United States
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
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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