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Company Profiles: Revenue, Growth, Competition

Advisor Group Revenue, Growth & Competitor Profile

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Company Awards

Fast Growing
Fastest Growing
Big Fish
Big Fish
Brain Power (IP)
Patent/Trademark IP
 

Company Profile & Annual Report for Advisor Group

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Advisor Group Fast Facts

RevenueOver $500 million    See Exact Annual Revenue
EmployeesOver 1,000Exact Company Size
Primary Industry525 Pension Funds, Trusts & Other Financial Vehicles
Additional NAICS Codes551112 Offices of Other Holding Companies
Address20 E. Thomas Rd., Suite 2000
Phoenix, AZ 85012

Note: Revenues for privately held companies are statistical evaluations.


Advisor Group's Annual Report & Profile shows critical firmographic facts:
  • What is the company's size? (Annual sales and employees)
  • What industry is the company in?
    • Advisor Group is classified as operating in the Pension Funds, Trusts & Other Financial Vehicles industry, NAICS Code 525.

Advisor Group Annual Revenue and Growth Rate

Advisor Group Revenue Est.
($ Million)
Growth Rate (%)# Employees
2023 Over $500 million

Details in Premium Report
2022
2021
2020
2019


1-Year Growth Rate:
3-Year Growth Rate (CAGR):
Premium Report

Note: Advisor Group's revenues are gauged from an analysis of company filings.



Advisor Group's Income Statement (based on Industry Averages)

Advisor Group P&L$ Millions
Revenue (Sales) Advisor Group Premium Report
Cost of Goods Sold
Gross Profit

Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit
 


Trademark Applications

Trademark applications show the products and services that Advisor Group is developing and marketing. Advisor Group's new tradmarks suggest it is investing in R&D and marketing, while expanding into new products or markets. Trademarks may include brand names, product names, logos and slogans.

Trademark Date
OSAIC WEALTH
investment management services, investment advisory services, financial management services, and broker-dealer services in the field of securities, stocks, bonds, and mutual funds; providing an Internet website portal in the field of investment management services, investment advisory services, financial management services, and broker-dealer services related to securities, stocks, bonds and mutual funds; providing an Internet website portal offering information, advice, research and educational materials to financial advisors and client investors in the field of investment management services, investment advisory services, financial management services, and securities and mutual fund broker-dealer services
06/26/2023
OSAIC FINANCIAL SERVICES
investment management services, investment advisory services, financial management services, and broker-dealer services in the field of securities, stocks, bonds, and mutual funds; providing an Internet website portal in the field of investment management services, investment advisory services, financial management services, and broker-dealer services related to securities, stocks, bonds and mutual funds; providing an Internet website portal offering information, advice, research and educational materials to financial advisors and client investors in the field of investment management services, investment advisory services, financial management services, and securities and mutual fund broker-dealer services
06/26/2023
OSAIC INSTITUTIONAL HOLDINGS
investment management services, investment advisory services, financial management services, and broker-dealer services in the field of securities, stocks, bonds, and mutual funds; providing an Internet website portal in the field of investment management services, investment advisory services, financial management services, and broker-dealer services related to securities, stocks, bonds and mutual funds; providing an Internet website portal offering information, advice, research and educational materials to financial advisors and client investors in the field of investment management services, investment advisory services, financial management services, and securities and mutual fund broker-dealer services
06/26/2023

See all trademarks and details in the Full Report.


Market Share of Advisor Group's Largest Competitors

A competitive analysis shows these companies are in the same general field as Advisor Group, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company HeadquartersRevenue ($ MM)
STEELWORKERS CHARITABLE & EDUCATIONAL ORGANIZATIONPittsburgh, PA100 
BUSINESS HEALTH TRUSTMukilteo, WA9 
ARES MANAGEMENTLos Angeles, CA6 
VOYA RETIREMENT ADVISORSWindsor, CT6 
GREATER ST. LOUIS CONSTRUCTIONSt Louis, MO5 
AMERICAN FOREIGN SERVICE PROTECTIVE ASSOCIATIONWashington, DC4 




Future Competition: Advisor Group's Fastest Growing Competitors

These companies are in the same general field as Advisor Group and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

CompanyRevenue ($ MM)
Advisor Group Competitors