Advisor Group
Advisor Group's Overview
Advisor Group was one of the largest networks of independent wealth management firms in the United States, providing comprehensive support, technology, and resources to financial advisors. Its mission focused on empowering advisors to offer personalized financial guidance and build successful practices. In June 2023, Advisor Group rebranded to Osaic, unifying its various member firms under a single brand.
Where is Advisor Group's Headquarters?
HQ Function
Served as the central hub for executive leadership, corporate strategy, operations, technology, and support services for the network of financial professionals.
Notable Features:
Modern office facilities situated in a prominent business district, designed for collaboration and to support a dynamic workforce. Likely included advanced technology infrastructure to support its extensive network.
Work Culture:
Emphasized support for independent financial advisors, fostering a culture of entrepreneurship, professional growth, and client-first service. Corporate staff experienced a collaborative environment focused on enabling advisor success.
HQ Significance:
Centralized the leadership and operational control for one of the nation's largest networks of independent financial advisors, driving its strategic initiatives and support services across its member firms.
Values Reflected in HQ: The HQ likely aimed to reflect professionalism, stability, innovation, and a strong commitment to supporting the independence and success of its affiliated advisors.
Location:
Advisor Group primarily operated within the United States, establishing a vast network and providing extensive support services to independent financial advisors across the country. Its functions and market focus were predominantly domestic, centered on the US financial advisory landscape.
Street Address:
20 E Thomas Rd, Suite 2000
City:
Phoenix
State/Province:
AZ
Country:
USA
Advisor Group's Global Presence
Atlanta, GA, USA
Address: 1230 Peachtree St NE, Atlanta, GA 30309
Provided regional support, access to critical resources, and acted as a center for business development and advisor services in a significant financial metropolitan area.
Oakdale, MN, USA
Address: 7755 3rd St N, Oakdale, MN 55128
Supported a large contingent of advisors, primarily in the Midwest, providing specialized services and maintaining operational continuity for specific broker-dealer firms within the Advisor Group network.
Buying Intent Signals for Advisor Group
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Executive Team of Advisor Group
As of April 2025, Advisor Group' leadership includes:
Investors of Advisor Group
Advisor Group has been backed by several prominent investors over the years, including:
Executive New Hires/Exits in the Last 12 Months
In the 12 months leading up to its rebrand as Osaic in June 2023, Advisor Group saw strategic executive appointments and transitions focused on strengthening its leadership team and preparing for the unified brand. Most of the existing leadership transitioned to roles within the new Osaic structure.
New Appointments:
Technology (Tech Stack) used by Advisor Group
Discover the tools Advisor Group uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
Advisor Group Email Formats and Examples
Advisor Group's email format commonly utilized patterns such as the first initial followed by the last name, or the first name separated by a period from the last name, at the advisorgroup.com domain. For example, 'jdoe@advisorgroup.com' or 'jane.doe@advisorgroup.com'. Following the rebrand to Osaic, email domains have transitioned to @osaic.com.
[first_initial][last]@advisorgroup.com or [first].[last]@advisorgroup.com
Format
jdoe@advisorgroup.com
Example
75%
Success rate
News and media
InvestmentNews • June 7, 2023
Advisor Group rebrands as Osaic, unites firms under one name
Advisor Group officially announced its rebranding to Osaic. This strategic move brought its eight distinct wealth management firms together under a single, unified brand identity, aiming to streamline operations, enhance the advisor experience, and create a more cohesive market presence....more
Financial Advisor Magazine (fa-mag.com) • February 15, 2023
Advisor Group Names Kristen Kimmell EVP Of Business Development
Advisor Group appointed Kristen Kimmell as its new executive vice president of business development. In her role, Kimmell was tasked with leading the company's advisor recruitment efforts and strategies to expand its network of financial professionals....more
ThinkAdvisor • November 2, 2022
Advisor Group Plans Major Rebrand, New Name in 2023
Advisor Group revealed its plans for a significant rebranding initiative set for mid-2023, which would include a new company name. The goal was to unify its diverse network of broker-dealers under one common brand to simplify its message and enhance its value proposition to advisors....more
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