Our Firms

For 60 years, FSC Securities has been serving the needs of multiple generations of advisors and their clients through a culture that exemplifies the "best of both worlds", combining large-scale resources with smaller-firm collegiality.

• Established: 1958
• Headquarters: Atlanta, GA
  
• President & CEO: Derek Burke
  
• Total Assets Under Administration: $34.6 billion
  
• Producing Advisors: 857
  
• Advisor Retention Rate: 95%
  
• Average Advisor Tenure: 14 years
  

For true entrepreneurs who achieve at the highest level, Royal Alliance has been offering the rewards of success and the partnership of a group of equally successful and dynamic business owners for the past 50 years.

• Established: 1969
• Headquarters: Jersey City, NJ
  
• President & CEO: Dmitry Goldin
  
• Total Assets Under Administration: $117 billion
  
• Producing Advisors: 3,178
  
• Advisor Retention Rate: 97.45%
  
• Average Advisor Tenure: 12.8 years*
  *Excluding Signator

SagePoint Financial has the new point of view, real point of distinction, and shared point of perspective you and your clients need to succeed in the ever-evolving financial environment.

• Established: 1970
• Headquarters: Phoenix, AZ
  
• President & CEO: Jeff Auld
  
• Total Assets Under Administration: $45 billion
  
• Producing Advisors: 1,433
  
• Advisor Retention Rate: 94%
  
• Average Advisor Tenure: 13 years

Woodbury Financial distinguishes itself by providing personalized support through its system of Regional Vice Presidents who work closely with you to help you define and achieve success.

• Established: 1968
• Headquarters: Oakdale, MN
  
• President & CEO: Rick Fergesen
  
• Total Assets Under Administration: $60.1 billion
  
• Producing Advisors: 1,600
  
• Advisor Retention Rate: 97%
  
• Average Advisor Tenure: 8 years