Advisor Group Holdings Data Breach Investigation

Turke & Strauss LLP, a leading data breach law firm, is investigating Advisor Group Holdings, Inc. regarding its recent data breach. The Advisor Group Holdings data breach involved sensitive personal identifiable information belonging to an undetermined number of individuals.


Advisor Group Holdings is a network of independent wealth management firms offering a variety of financial services. Accordingly, Advisor Group Holdings provides wealth management solutions, brokerage tools, internal sales consultants, marketing support, business development tools, succession and acquisition services, communications efforts, operational and technology support, and compliance and supervision solutions. As a holding company, Advisor Group Holdings is comprised of 8 entities, including American Portfolios Financial Services, FSC Securities, Infinex Financial Group, Royal Alliance, SagePoint Financial, Securities America, Triad Advisors, and Woodbury Financial. Headquartered in Phoenix, Arizona, Advisor Group Holdings employs over 11,000 financial experts and oversees $450 billion in client assets.


Recently, Advisor Group Holdings discovered that it had experienced a data breach in which the sensitive personal identifiable information in its systems may have been accessed. Through its investigation, Advisor Group Holdings determined that an unauthorized actor may have accessed this sensitive information. On May 19, 2023, Advisor Group Holdings began contacting individuals whose information may have been impacted. The type of information exposed includes:

  • Name
  • Social Security number
  • Financial information (e.g., account number, credit or debit card number)

If you received a breach notification letter from Advisor Group Holdings:

We would like to speak with you about your rights and potential legal remedies in response to this data breach. Please fill out the form, below, or contact us at (608) 237-1775 or

If you were impacted by the Advisor Group Holdings data breach, you may consider taking the following steps to protect your personal information.

  1. Carefully review the breach notice and retain a copy;
  2. Enroll in any free credit monitoring services provided by Advisor Group Holdings, Inc.;
  3. Change passwords and security questions for online accounts;
  4. Regularly review account statements for signs of fraud or unauthorized activity;
  5. Monitor credit reports for signs of identity theft; and
  6. Contact a credit bureau(s) to request a temporary fraud alert.

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