Xcout IntelAdvisor Group Holdings, Inc. competitors & alternatives
The 12 closest competitors and alternatives to Advisor Group Holdings, Inc. — ranked by similarity to what Advisor Group Holdings, Inc. actually does, not by market-cap band.
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About Advisor 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.
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 →
Top 12 Advisor Group Holdings, Inc. competitors
Ranked by semantic similarity — how close each company is to Advisor Group Holdings, Inc. by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Financial Services
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.
Asset Management
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.
Close match by what they do
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.
Close match by what they do
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.
Not Applic
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.
Close match by what they do
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.
Financial Services
Hightower Advisors operates as a wealth management platform and registered investment advisor that partners with independent financial advisory practices. The company provides growth-oriented advisors with operational scale, resources, and investment solutions to help them serve their clients. Additionally, it connects individual investors with fiduciary financial advisors.
Asset Management
Affiliated Managers Group, Inc. (AMG) functions as an asset management firm, leveraging its network of affiliates to provide comprehensive investment management solutions. Its primary clientele in the United States includes mutual funds, institutional investors, and high-net-worth individuals. AMG additionally offers advisory and subadvisory services to mutual funds, which are distributed to retail and institutional clients through direct channels and a wide range of intermediaries. These intermediaries encompass independent financial advisors, retirement plan sponsors, broker-dealers, major fund marketplaces, and bank trust departments. The company delivers a diverse portfolio of investment products to its institutional clients, covering various styles such as equity strategies focused on small, small-to-mid, mid, and large-capitalization value and growth, as well as emerging markets. AMG's offerings further extend to quantitative, alternative, and fixed-income products. The firm also manages assets for charitable foundations, endowments, and both corporate and municipal defined benefit and defined contribution plans. Beyond general investment management, AMG provides customized investment counseling and robust fiduciary services. Founded in 1993, Affiliated Managers Group, Inc. is headquartered in West Palm Beach, Florida, with additional global offices located in Prides Crossing, Massachusetts; Stamford, Connecticut; London, United Kingdom; Dubai, United Arab Emirates; Sydney, Australia; Hong Kong; Tokyo, Japan; Zurich, Switzerland; and Delaware.
Financial Services
Dynasty Financial Partners provides technology, investment-management, and operational support to independent wealth-management firms and registered investment advisors (RIAs). Its platform helps advisors launch, manage, and scale independent practices while serving high-net-worth and affluent clients.
Asset Management
Focus Financial Partners is a wealth-management partnership that provides capital, operational support, and business resources to independent registered investment advisors and other financial advisory firms. Its partner firms serve individuals, families, institutions, and businesses with investment management, financial planning, and related advisory services.
Financial Services
Victory Financial Group operates an advisor-owned Registered Investment Advisor (RIA) platform that supports independent financial advisors with practice management, compliance, technology, and wealth management infrastructure. The company serves independent financial advisors by helping them build practices, as well as individual clients seeking financial planning, investment management, and insurance solutions.
Close match by what they do
National Planning Corporation was a California-based independent broker-dealer and registered investment adviser that supported financial professionals with brokerage, investment, and advisory services. It served independent financial advisors and their individual and institutional clients.
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