For Clients

Who we are

Advisor Group, Inc. is an independent company owned by Advisor Group Holdings, Inc.

Our mission is to help your financial professional serve your financial needs by providing them with tools and resources to manage your account and develop appropriate investment solutions based on your goals.

Your financial profesional is affiliated with one of the four wealth management firms that comprise Advisor Group. These firms are regulated by FINRA and the SEC.

How we support your financial professional

Your financial professional is supported by a network of premier partners, who bring strength, stability and security to strategies that are designed to work for today and tomorrow. All with one goal in mind — your success.

Operational Support

Advisor Group provides your financial professional with back office, technology, regulatory and operational support to help manage your investment account.

Investment Support

Through our firm, your financial professional can offer you access to thousands of diverse financial strategies. We are not in the business of creating and marketing our own investment products. This allows your financial professional to offer objective investment advice.

Clearing Support

Advisor Group provides your financial professional with clearing services through either Pershing, or National Financial Services (NFS). A clearing firm works with various financial exchanges to handle confirmation, delivery, and settlement of your financial transactions.

Our Firms

Advisor Group, one of the largest networks of independent wealth management firms in the United States, is comprised of FSC Securities Corporation, Royal Alliance Associates, SagePoint Financial, Securities America, Triad Advisors and Woodbury Financial Services.

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