About Advisor Group
Advisor Group is a company based in Phoenix (United States) founded in 1988, and was acquired by Reverence Capital Partners in May 2019. Provider of securities and investment advisory services. The company has 1,997 employees. Advisor Group has completed 2 acquisitions, including American Portfolios and Infinex Financial Group. Its legal entity is Osaic, Inc.
- Headquarters Phoenix, United States
- Employees 1,997
- Stage Acquired
- Website advisorgroup.com
- Social LinkedIn X Facebook
- Acquired by Reverence Capital Partners (May 2019)
- Legal Name Osaic, Inc
- InvestorsLightyear Capital
& 2 more
- Employee Count1,997
- Investments & AcquisitionsAmerican Portfolios
& 1 more
- Acquired by
Investors in Advisor Group
Advisor Group has secured backing from 3 investors, including venture fund and institutional investors. Prominent investors backing the company include Lightyear Capital, Reverence Capital Partners and PSP Investments.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity firm investing in financial services sector | lycap.com | New York, United States | ||
A private equity fund is managed, targeting multiple sectors. | reverencecapital.com | New York, United States | ||
Manages investments for public sector pensions in capital markets, real estate, and private equity. | 1999 | investpsp.com | Montreal, Canada |
Investor details for Advisor Group
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Advisor Group
Advisor Group has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include American Portfolios and Infinex Financial Group.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Stock brokerage services are provided to investors by American Portfolios. | americanportfolios.com | Holbrook, United States | 2001 | Jun 2022 | •••• | |
Provider of stock brokerage services | infinexgroup.com | Meriden, United States | 1993 | May 2022 | •••• |
Complete acquisition details for Advisor Group
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Advisor Group
5 dated milestones of Advisor Group across 34 years, from founding to its latest funding, stage changes and deals.
- Founded Advisor Group is founded.
- Exit Acquired by Lightyear Capital.
- Exit Acquired by Reverence Capital Partners.
- Acquisition Acquires Infinex Financial Group.
- Acquisition Acquires American Portfolios.
Web traffic of Advisor Group
The website of Advisor Group (advisorgroup.com) receives about 3.6K visits a month.
- Monthly visits3.6K
▲ 57.7% vs previous month
Websites whose visitors overlap most with Advisor Group. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
joinfsc.com | joinfsc.com | 100% | – | ||
| sagepointfinancial.com | 92% | 1.1K | #12,574,667 | View details | |
joinwoodbury.com | joinwoodbury.com | 92% | – | ||
| pershing.com | 89% | #142,618 | View details | ||
| royalalliance.com | 61% | 680.7K | #6,068,502 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 7 similar websites and full traffic analytics for Advisor Group
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 7 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Frequently Asked Questions about Advisor Group
Advisor Group was founded in 1988.
Advisor Group is headquartered in Phoenix, United States. It is registered at Phoenix, Arizona, United States.
Advisor Group has 1,997 employees.
Provider of securities and investment advisory services.
Advisor Group has made 2 acquisitions, including American Portfolios, and Infinex Financial Group.
Advisor Group has 3 investors. Key investors include Lightyear Capital, Reverence Capital Partners, and PSP Investments.
Advisor Group operates through Osaic, Inc.
Yes. Advisor Group was acquired by Reverence Capital Partners in May 2019.