Investment Center Advisor Group

Better Together.

Build your independent business with an OSJ that truly cares and is dedicated to your success.  Our experienced team of financial professionals can help you achieve your business objectives, and gain a clear vision of startup, growth or transition for you and your advisory business. 

An Advisor Network that Truly Cares

We're On a Mission

The Investment Center Advisor Group OSJ has been built with a clear focus on each advisor and their growth by incorporating and leveraging the successes of advisors within the OSJ through multiple forms of idea sharing, collaboration, and value-add components, beneficial to the ICA Group…Better Together.

ICA Group

Investment Center Advisor Group

Dedicated to your Success.

Your personal goals, business objectives, and definitions of success are as unique as your advisory business. We value your independence, and believe our role is to work with you to support your business vision. Our team provides a collaborative environment geared toward your business growth and practice success.

Empowering your business

How We Help YOU

Compliance and Operations

Gain greater confidence with our comprehensive compliance and operations support. Our dedicated team is here to help keep your office running smoothly and efficiently.

Compliance and Operations

Gain greater confidence with our comprehensive compliance and operations support. Our dedicated team is here to help keep your office running smoothly and efficiently.
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Technology Consulting

We connect our advisors with state-of-the-art technology consulting services to help ensure your offices are setup to meet today’s rapidly changing industry.

Technology Consulting

We connect our advisors with state-of-the-art technology consulting services to help ensure your offices are setup to meet today’s rapidly changing industry.
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Growth and Transitions

Through our network of independent advisors, you can be part of a wealth of industry knowledge, transition services, and new business opportunities.

Growth and Transitions

Through our network of independent advisors, you can be part of a wealth of industry knowledge, transition services, and new business opportunities.
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Marketing and Creative

We can help drive your business farther with access to quality marketing design and print services. In addition, you can order promotional gear using our proprietary Marketplace.

Marketing and Creative

We can help drive your business farther with access to quality marketing design and print services. In addition, you can order promotional gear using our proprietary Marketplace.
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Wealth Management RIA

Build and manage your own practice tailored for your clients and their goals. Capitalize on the opportunity to build long-term enterprise value.

Wealth Management RIA

Build and manage your own practice tailored for your clients and their goals. Capitalize on the opportunity to build long-term enterprise value.
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Insurance Services

Connecting financial professionals and agents to strategic partnerships with carriers who focus on support, service, education and expertise as it relates to overall insurance business.

Insurance Services

Connecting financial professionals and agents to strategic partnerships with carriers who focus on support, service, education and expertise as it relates to overall insurance business.
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1

financial advisors, assistants and home office team members

1 STATES

offices across the U.S.

$ 1 BILLION

brokerage & advisory assets under management (as of 11/2021)

We’re a united group together – a force. What we have is powerful in the industry and invaluable to your practice!

“I was able to grow my business by the sharing of ideas from everyone who is part of this group!”

Ready to Get Started?

Join the Group

Please complete the following signup form to get started.  A member of the ICA Group team will be in touch to walk you through the transition process.

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