Leaders Group

Leaders Group

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26 W. Dry Creek Circle, Suite 800

Littleton, CO 80120

(303) 797-9080

Leadersgroup.net/about-us/

No. advisers: 777

AUM: $1,294,463,799

Year founded: 1994

Year end: Dec. 31

No. of retail offices: 143

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Additional data available to subscribers:
  • No. of reps, male
  • No. of reps, female
  • No. of producing reps, male
  • No. of producing reps, female
  • No. of reps producing $500K+ /year
  • No. of CFPs
  • No. of full-time employees
  • No. of fee-based advisers served
  • Average payout per rep, per year
  • Avg. annual production of top 20% reps
  • Total payout, per year
  • Cost of E&O insurance per rep, per year
  • Affiliation fees charged per rep, per year
  • Affiliation fee coverage
  • Securities revenues
  • Securities revenues: Stocks
  • Securities revenues: Bonds
  • Securities revenues: ETFs
  • Securities revenues: Other
  • Mutual fund revenues
  • Annuities revenues
  • Annuities revenues: Fixed
  • Annuities revenues: Variable
  • Annuities revenues: Other
  • Insurance revenue
  • Insurance revenues: Life
  • Insurance revenues: Disabilities
  • Insurance revenues: LTC
  • Insurance revenues: Other
  • Alternative revenues
  • Alternative revenues: Hedge funds
  • Alternative revenues: Managed futures
  • Alternative revenues: Private placements
  • Alternative revenues: REITs
  • Alternative revenues: Other
  • Other commission revenues
  • Fee revenues: Rep-managed accounts
  • Fee revenues: Firm-managed accounts
  • Fee revenues: Outside-managed accounts
  • Fee revenues: Other
  • Fee-based assets: Clearing firm
  • Fee-based assets: Advisory firm platforms
  • Fee-based assets: Third-party money managers
  • Fee-based assets: Other
  • Is the firm, or an affiliate of the firm, registered as an investment adviser with the SEC?
  • Allows an adviser to have his/her own RIA
  • RIA platform AUM
  • Offers robo-advisory platform?
  • If not, when plans to offer a robo-platform
  • Robo-advice services offered
  • How robo-platform developed
  • Charge for robo-advisory services?

For More Information

CEODavid R. Wickersham
Recruiting ContactMicah Hesting
(303)797-9080 x 113
E-mail
Compliance ContactJane Riley
(303)797-9080 x 101
E-mail
Marketing ContactSean Wickersham
(303)797-9080 x 103
E-mail
Technology Operations ContactDaylan Simkavitz
303-797-9080 x 111
E-mail

Recruitment & Staffing

2018 2017 2016
No. of reps777689649
No. of producing reps310202191
No. of reps producing $100K-$499K /year453928
2018 2017 2016
Total revenues$72,532,054$52,919,921$46,518,187
Commission revenues$61,039,052$46,980,426$40,920,950
Fee revenues000
Total revenues: Other000
2018 2017 2016
Total account assets$1,294,463,799$1,295,218,609$1,114,462,917
Fee-based assets$39,817,39300
Total account assets: Other$1,254,646,40600
Average assets per rep$1,665,977$1,879,853$1,717,200

2019 top independent broker-dealers ranked by revenue

April 24, 2019 - Firm 2018 revenue ($M) % change vs. 2017 2018 commission revenue ($M) % change vs. 2017 2018 fee revenue ($M) % change vs. 2017 2018 other revenue ($M) % change vs. 2017 1 LPL Financial LLC 5188.4 21.2 1919.7 14.9 1793.5 27.3 1475.2 22.8 2 Ameriprise...

Veteran Wells Fargo team managing $505 million leaves for Raymond James

May 31, 2018 - Mark Griffin and Mark Liley, who managed $505 million at Wells Fargo Advisors in Denver, Colo., have moved to the employee unit of Raymond James. The two join Robert Campbell and Jarrod Biebel, who left Wells Fargo for Raymond James in 2016. Mr. Griffin...

    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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