Xcout IntelAdvisor Group Holdings, Inc.
Advisor Group Holdings, Inc. is the parent company of Advisor Group, a network of independent broker-dealers and registered investment adviser firms in the United States. It provides financial professionals with brokerage, advisory, technology, compliance, practice-management, and other support services for serving individual and institutional clients.
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Advisor Group Holdings, Inc. at a glance
Advisor Group Holdings, Inc. is a company headquartered in United States. Its most recent funding round raised $9.2M in October 2016.
Advisor Group Holdings, Inc. funding rounds
Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| SEC Form D filing | $9.2M | — |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Advisor Group Holdings, Inc. competitors
A few of Advisor Group Holdings, Inc.'s closest competitors — see the full list of competitors and alternatives →
Kestra Financial Holdings GP LLC operates as an independent broker-dealer and registered investment advisor (RIA) platform. It provides practice enrichment, service, and technology solutions to support financial professionals and wealth management practices.
Cetera Financial Group is an independent wealth hub and financial services provider comprising, among other companies, one of the largest families of independent registered investment advisers and broker-dealers in the United States. As such, Cetera provides financial advisors, tax professionals, and financial institutions with market and investment research, client-service platforms and technologies, trade execution and portfolio management services, and back-office support.
H.D. Vest is a U.S. financial-services company that supports tax professionals who offer investment, wealth-management, and financial-planning services to their clients. It provides affiliated advisors with brokerage, advisory, technology, compliance, and practice-support services.
Carson Group Holdings, LLC is the parent company associated with Carson Group, a U.S. financial-services organization headquartered in Omaha, Nebraska. Through its affiliated businesses, it provides wealth-management and investment-advisory services to individual and family clients and offers technology, investment-management, and practice-support services to independent financial advisors.
Australian Finance Group (AFG) operates as a mortgage broker aggregator, providing independent brokers with technology platforms, software, marketing tools, compliance support, and access to a diverse panel of lenders. The company serves mortgage brokers and financial professionals by helping them manage, grow, and operate their businesses efficiently.
Alera Group Ultimate Holdings, LLC is the ultimate holding company associated with Alera Group, a U.S. insurance brokerage and wealth-management organization. Through Alera Group and its operating firms, it serves businesses, individuals, and institutions with commercial and personal insurance, employee benefits, risk-management, and wealth-management services.
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More on Advisor Group Holdings, Inc. in Xcout Intel
- 1 funding round with the investors in each, and who they co-invest with
- The full competitor set, tracking, exports and API access