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The Advisor Placement Group (APG) specializes in helping financial advisors looking to make a broker/dealer change. We assume the due diligence and negotiations on behalf of the advisor (so they can focus on managing their clients and business) and are independent; we are not tied to any particular story or firm. We represent the advisor's best interest... always.

Advisor Placement Group Questions

The Advisor Placement Group annual revenue was $4 million in 2026.

Advisor Placement Group is based in Fredericksburg, Texas.

The NAICS codes for Advisor Placement Group are [52393, 523, 52, 5239].

The SIC codes for Advisor Placement Group are [62, 628].

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