Advisor Group: Detailed Company Information & Corporate Profile
Summary
Advisor Group, founded in 1988 and headquartered in Phoenix, Arizona, operates within the finance sector. With a workforce of 1,000 to 5,000 employees and revenue ranging from $25 million to $100 million, the firm functions as a subsidiary. Its classification includes SIC codes 6199 and 6411, and it serves the Phoenix Metropolitan Area (DMA code).
Leadership spans multiple functional areas: Cindy Roberson leads Sales Supervision; Sarah coordinates sales activities; Anthony Notermann II oversees corporate finance as Senior Vice President; Eric Waller holds a Senior Vice President role; Margaret Free acts as Vice President of HR Business Partnership; Liz Jenkins serves as Vice President and Deputy Head of Internal Audit. Digital communications are directed by Geoff Severson, UI development by Mounika Annarapu, AML analysis by Kerian Campbell, graphic design by Chris Floyd, and sales marketing by zain abbas. Support functions include Derek Hill (Advisor Support), Muhammad Junaid (SEO Specialist), Alicia Vera as Chief Executive Officer, Terica Wicker handling operations processing, and Prof Sudip Mukherjee working as an Independent Consultant.
The company integrates finance expertise with internal audit, HR partnership, and digital communications to support corporate clients across the Phoenix region.
| Advisor Group Website | osaic.com |
| Social Links |    |
| Phone Number | (800)821-5100 |
| Industries | |
| Advisor Group Headquarters Address | 20 E Thomas Rd, Phoenix, Arizona, US |
| Company Size | 1000-5000 employees |
| SIC Code | 6199, 6411 |
| NAICS Code | 524210 Insurance Agencies and Brokerages, 524291 Claims Adjusting, 524292 Third Party Administration of Insurance and Pension Funds, 524298 All Other Insurance Related Activities |
| DMA Code | Phoenix Metropolitan Area |
| Founded | 1988 |
| Estimated Annual Revenue | $25M - 100M |
| Operating Status | Subsidiary |
| Updated: | 2026-09-24 |
Competitors
Name | Founded | Type | Employees |
|---|---|---|---|
| 1933 | Privately Held | 500 - 1.0K | |
| 1910 | Nonprofit | 1.0K - 5.0K | |
| 1882 | Nonprofit | 100 - 250 | |
| 1905 | Public Company | 10000+ |
Subsidiaries and Affiliated Companies
Estimated Website Traffic
The chart shows a decline in traffic to the osaic.com website. In August, traffic decreased to 79823, compared to 115466 in the previous month. The highest traffic in 2026 was recorded in March, reaching 157340 visits.
Workforce Turnover
Number of employees switched from or switched to
Length of Employment
Advisor Group's workforce includes employees across a wide range of tenure levels.
15% have been with the company for 3 to 4 years16% have been with the company for 5 to 7 years9% have been with the company for 8 to 10 years60% have been with the company for more than 11 years
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Advisor Group Corporate Information: FAQ
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