Advisor Group, one of the nation’s largest independent wealth management firms, is planning to consolidate the eight firms in its network during the next 18 to 24 months.
The firm said it is moving its multi-brand network to a single, rebranded entity to reduce complexity for financial professionals and allow them to take full advantage of the scale Advisor Group offers.
The eight independent firms in the network include American Portfolios, FSC Securities, Infinex Investments, Royal Alliance Associates, SagePoint Financial, Securities America, Triad Advisors and Woodbury Financial Services.
Later this year, Advisor Group plans to announce a new name and brand for the unified firm.
“Combining our multiple firms under a single brand will allow us to better serve our financial professionals by offering them access to the full breadth of community and expertise our scale provides without the complexities that multiple legal entities can impose,” said J
