Advisor Group, Inc. is the nation's largest network of independent wealth management firms, serving approximately 10,100 financial professionals and overseeing over $475 billion in client assets. The firm is mission-driven to support the strategic role that financial professionals can play in the lives of their clients. Cultivating a spirit of entrepreneurship and independence, Advisor Group champions the enduring value of financial advisors and is committed to being in their corner every step of the way. The independent wealth management firms that comprise the Advisor Group network are FSC Securities, Royal Alliance Associates, SagePoint Financial, Securities America, Triad Advisors and Woodbury Financial Services.
Business Valuation and Analytics Assessment
Advisor Group’s Business Valuation & Analytics Assessment uses a market-based valuation approach to produce the most up-to-date and accurate valuation in the industry. In addition, it uses prescriptive analytics to assist financial professionals grow their businesses, while making them more efficient, marketable and valuable. Advisor Group’s proprietary data base uses both internal and external data inputs to ensure that valuations are consistent with the current market. This allows the Succession and Acquisition Team to create the most accurate assessments possible for financial advisors looking to buy, sell or value businesses. Using prescriptive analytics and over 60 data points, the valuation algorithm also assesses financial professionals’ strengths and weakness, providing specific actions to help grow their business, make them more profitable and increase their ultimate value.