About Advisor Group
Advisor Group is a company based in Phoenix (United States) founded in 1988 was acquired by Reverence Capital Partners in May 2019. The company has 1,997 employees as of December 31, 2022. Advisor Group has completed 2 acquisitions, including American Portfolios and Infinex Financial Group.
- Headquarter Phoenix, United States
- Employees 1997 as on 31 Dec, 2022
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Phone
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Website
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Social
Locked
- Legal Name Osaic, Inc
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Latest Funding Round
Not available
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Investors
Lightyear Capital
& 2 more
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Employee Count
1997
as on Dec 31, 2022
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Investments & Acquisitions
American Portfolios
& 1 more
- Acquired by
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Funding Insights of Advisor Group
Detailed funding history for Advisor Group
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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 |
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Private equity firm investing in financial services sector
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Locked | Locked | Locked | |
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A private equity fund is managed, targeting multiple sectors.
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Locked | Locked | Locked | |
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Manages investments for public sector pensions in capital markets, real estate, and private equity.
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Locked | Locked | Locked |
Investor details for Advisor Group
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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.
Investment portfolio details for Advisor Group
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| Company Name | Description | Domain | Location | Founded Year | Amount |
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Stock brokerage services are provided to investors by American Portfolios.
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Locked | Locked | 2001 | Locked | |
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Provider of stock brokerage services
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Locked | Locked | 1993 | Locked |
Complete acquisition details for Advisor Group
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Financial Statements - Advisor Group
Detailed financials for Advisor Group
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Advisor Group Comparisons
Peer comparison for Advisor Group
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Competitors of Advisor Group
Detailed competitors of Advisor Group
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Latest news on Advisor Group
Complete news archive for Advisor Group
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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.
As of Dec 31, 2022, the latest employee count at Advisor Group is 1,997.
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.