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  2. Osaic - Wikipedia

    en.wikipedia.org/wiki/Osaic

    Osaic, formerly known as Advisor Group, is an American wealth management firm. [1] The firm serves approximately 11,600 financial professionals managing more than $653 billion in assets. [ 2 ] While Osaic was initially a network of independent broker-dealers, in 2023, the company began the process to integrate all the firms under the Osaic ...

  3. Lone Star Funds - Wikipedia

    en.wikipedia.org/wiki/Lone_Star_Funds

    Lone Star was founded by John Grayken. [6] From 1993 to 1995, Mr. Grayken was chairman and CEO of Brazos Partners L.P., a joint venture between the Robert M. Bass Group and the Federal Deposit Insurance Corporation, [7] that resolved approximately 1,300 “bad bank” assets resulting from the U.S. savings and loan crisis in the early ‘90s. [8]

  4. Sycamore Partners - Wikipedia

    en.wikipedia.org/wiki/Sycamore_Partners

    Leveraged buyouts, special situations, distressed buyouts. Number of employees. 11–50 [1] Website. sycamorepartners.com. Sycamore Partners is an American private equity firm based in New York specializing in retail and consumer investments. The firm has approximately $10 billion in aggregate committed capital.

  5. American Advisors Group - Wikipedia

    en.wikipedia.org/wiki/American_Advisors_Group

    Irvine, California 92612. United States. Key people. Reza Jahangiri, CEO/Founder. Employees. 1000+ (2015) URL. www.aag.com. American Advisors Group (AAG) is an American reverse mortgage lender. [1][2] It provides government-insured Home Equity Conversion Mortgage (HECM) loans and has 81 geographical areas approved for business by HUD.

  6. Dana Telsey - Wikipedia

    en.wikipedia.org/wiki/Dana_Telsey

    Dana Telsey (born 1962, in New York City, New York [2]) is the CEO and chief research officer of Telsey Advisory Group. She is an American consultant and top-ranked equity research analyst covering the retail industry. Telsey has been ranked for 13 years and was the number-one ranked analyst by Institutional Investor Magazine for seven years.

  7. Wells Fargo Advisors - Wikipedia

    en.wikipedia.org/wiki/Wells_Fargo_Advisors

    Private Client Group (PCG), Wealth Brokerage Services (WBS) – (Bank Brokerage), FiNet, RIA Custody. Website. www.wellsfargoadvisors.com. Wells Fargo Advisors is a subsidiary of Wells Fargo, located in St Louis, Missouri. It is the third largest brokerage firm in the United States as of June 30, 2021 with $1.9 trillion retail client assets ...

  8. Cetera Financial Group - Wikipedia

    en.wikipedia.org/wiki/Cetera_Financial_Group

    www.cetera.com. Cetera Financial Group (commonly referred to as Cetera) is an independent wealth hub and financial services provider comprising, among other companies, one of the largest families of independent registered investment advisers and broker-dealers in the United States. As such, Cetera provides financial advisors, tax professionals ...

  9. Kohlberg Kravis Roberts - Wikipedia

    en.wikipedia.org/wiki/Kohlberg_Kravis_Roberts

    The name had been going to be Kohlberg Roberts Kravis, but public relations advisors preferred the sound of KKR. [18] The new KKR completed its first buyout, of manufacturer A.J. Industries, in 1976. [19] KKR raised capital from a small group of investors including the Hillman Company and First Chicago Bank.