Advisor Group

Overview

Osaic, formerly known as Advisor Group, is the largest network of independent financial advisors in the United States, serving over 11,000 advisors and managing approximately $450 billion in client assets. Based in Phoenix, Arizona, the organization promotes entrepreneurship and independence, providing advisors with comprehensive resources and a unified platform to elevate their business operations and client services.

Operating through a network of independent wealth management firms, Osaic has consolidated eight firms under its brand to improve operations and support services. The company delivers a variety of financial services via its affiliated broker-dealers and registered investment advisers, encompassing both securities and investment advisory offerings. Osaic also supports business development for advisors through programs such as retirement planning webinars and professional mentorship initiatives, empowering advisors and fostering client success.

Basic Information

Contact Details

• Phone: +1 877-310-4977
• Website: osaic.com
• LinkedIn: linkedin.com/company/advisor-group

Key Focus Areas & Initiatives

• support staff
• financial advisor productivity tools
• financial advisor community
• advisor-client digital tools
• financial innovation
• wealth management strategic partnerships
• wealth management succession planning
• growth strategy
• independent advisors
• diversity and inclusion
• assets under management
• wealth management innovation
• advisory services
• client relationship management
• wealth management digital transformation
• wealth management industry leadership
• financial product distribution
• financial data security
• investment management
• independent financial advisors
• regulatory oversight
• investment advisory
• financial networks
• client onboarding
• digital client portals
• broker-dealer
• wealth management network
• asset management
• financial institutions
• client account management
• financial industry regulation
• financial planning software
• wealth management industry trends
• financial advisor support
• digital wealth tools
• investment research
• regulatory compliance
• financial services unification
• client engagement
• financial advisor recruiting
• investment platform
• strategic partnerships
• financial technology platforms
• financial advisor support services
• digital platforms
• retirement planning
• wealth management rebranding
• financial consulting
• wealth solutions
• financial advisor training
• investment products
• financial services
• wealth management technology
• wealth management consolidation
• regulation and compliance
• client data management
• wealth planning
• financial advisor marketing
• technology platforms
• wealth management platform
• advisory platform integration
• client solutions
• wealth management
• financial industry partnerships
• financial industry evolution
• wealth advisory
• asset allocation
• retirement account management
• brokerage services
• financial technology
• investment solutions
• financial professionals
• financial compliance systems
• securities brokerage
• financial planning
• asset growth
• financial industry
• financial advisor network
• advisory platform
• wealth management growth strategies
• wealth management compliance
• asset management services
• b2b
• consulting
• services
• retail
• other financial investment activities
• life insurance
• alternative investments
• coaching
• cybersecurity
• client acquisition
• risk management
• human resources
• data analytics
• management consulting
• finance technology
• information technology & services

Technologies Used

• Constant Contact
• Microsoft Office 365