Advisor Group

Advisor Group

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Total AUM: $296,699,451,869

Total revenues: $2,265,233,071

Total commission revenues: $1,065,931,817

Total fee revenues: $776,952,912

Total other revenues: $422,348,341

Total No. reps: 11,941

Total No. producing reps: 6,793

Total No. reps producing $100k-$499k/year: 3,217

Total No. reps producing $500k+/year: 945

Total No. CFPS: 101

Total No. of full-time employees: 65

Total No. of fee-based advisers served: 4,429

For More Information

CEOJamie Price
Recruiting ContactKristen Kimmell
(651) 702-1540
E-mail
Compliance ContactLeslie Ayers
(602) 744-3054
E-mail
Marketing ContactJen Roche
(602) 262-3496
E-mail
Technology Operations ContactEd Obuchowski
(602) 262-3304
E-mail

Recruitment & Staffing

2020 2019 2018
No. of reps14,513
No. of reps, male9,306
No. of reps, female5,207
No. of producing reps10,064
No. of producing reps, male8,176
No. of producing reps, female1,888
No. of reps producing $100K-$499K /year4,362
No. of reps producing $500K+ /year1,411
No. of CFPs0
No. of full-time employees1,743
No. of fee-based advisers served7,343
Average payout per rep, per year$253,382
Avg. annual production of top 20% reps$2,371,039
Total payout, per year$2,550,036,973
Cost of E&O insurance per rep, per year
Affiliation fees charged per rep, per year
Affiliation fee coverage
2020 2019 2018
Total revenues$3,260,912,873
Commission revenues$1,409,888,399
Securities revenues$55,565,919
Securities revenues: Stocks
Securities revenues: Bonds
Securities revenues: ETFs
Securities revenues: Other
Mutual fund revenues$577,186,368
Annuities revenues$678,895,526
Annuities revenues: Fixed$26,702,804
Annuities revenues: Variable$575,951,583
Annuities revenues: Other$77,241,138
Insurance revenue$75,744,457
Insurance revenues: Life$72,765,288
Insurance revenues: Disabilities$632,387
Insurance revenues: LTC$657,763
Insurance revenues: Other$1,689,019
Alternative revenues$12,795,932
Alternative revenues: Hedge funds$1,152,014
Alternative revenues: Managed futures0
Alternative revenues: Private placements$4,253,628
Alternative revenues: REITs$6,457,182
Alternative revenues: Other
Other commission revenues$8,700,197
Fee revenues$1,383,569,043
Fee revenues: Rep-managed accounts$896,445,089
Fee revenues: Firm-managed accounts$49,253,152
Fee revenues: Outside-managed accounts$432,546,834
Fee revenues: Other$5,323,968
Total revenues: Other$467,455,432
2020 2019 2018
Total account assets$490,198,640,124
Fee-based assets$203,255,234,720
Fee-based assets: Clearing firm
Fee-based assets: Advisory firm platforms$134,305,567,450
Fee-based assets: Third-party money managers$46,555,139,593
Fee-based assets: Other
Total account assets: Other$286,943,405,404
Average assets per rep$33,776,520
    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

All 2011-2016 recruitment and staffing data is as of Dec. 31 in the calendar year displayed. Prior year recruitment and staffing data is as of Sept. 30. All financial figures are for firms' year end, unless noted.

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