Independent Advisor Group

Founded in 1993, Independent Advisor Group offers the critical OSJ support and supervisory services that enable independent Financial Advisors to focus on their businesses. And, as a full-service OSJ, we offer a unique package of additional services such as training, succession planning, and Financial Institution programs. We're located in Horsham, Pa., with Non-OSJ branch offices in Eastern Pennsylvania and Southern New Jersey. Led by four FINRA Series 24 General Securities Principals*, we currently support approximately 25 Financial Advisors and their related staff-and enjoy an Advisor retention rate of over 90%. For more than two decades, we've been affiliated with LPL Financial, the nation's largest independent broker-dealer.** As one of the top 1% of all LPL Financial firms,*** we enjoy their strong support and attention. In fact, we offer the best of both worlds: The economies of scale that enable our special relationships with LPL Financial and our wholesalers, our competitive pricing, and our network of fellow advisors who possess a wide range of expertise in areas including accounting, financial markets, insurance & group health, 401(k), fiduciary standards, bank programs, and more. The engaged support of a smaller firm. We get to know your business and offer hands-on assistance as needed. We host quarterly meetings to help you network with other advisors, keep you up to date on important developments, and hear from industry experts about what's on the horizon. *Securities registrations are held through LPL Financial. **As reported by Financial Planning magazine, June 1996-2015, based on total revenue.