NEW YORK--(BUSINESS WIRE)--Advisor Group, one of the largest independent broker-dealer networks in the nation, celebrates the one year anniversary of its acquisition of Woodbury Financial Services, Inc. With over 1,200 financial advisors and nearly $26 billion in client assets, Woodbury Financial continues to maintain its strong presence in the independent broker-dealer space.

“We developed and executed on a comprehensive transition plan to bring Woodbury Financial into Advisor Group. These advisors now have access to our industry-leading technology and open architecture platform,” said Erica McGinnis, President and CEO, Advisor Group. “Woodbury Financial and our other broker-dealers – FSC Securities, Royal Alliance and SagePoint Financial – are in growth mode and we expect 2014 to be another strong year.”

“Our advisors are very pleased to be part of the Advisor Group network,” said Patrick McEvoy, President and CEO, Woodbury Financial. “We kept our promises to them by providing best-of-breed technology, while maintaining the Woodbury Financial brand, culture, and regional sales support structure. Our advisors especially appreciated our ability to keep client paperwork to a minimum during the transition. Being part of Advisor Group has afforded our advisors new avenues for growth and development, allowing them to take their practices to the next level. We are having another solid year at Woodbury Financial, as our advisors continue to emphasize the need for comprehensive financial planning, retirement income, and insurance protection with their clients.” McEvoy added, “I’m also proud of the work done by the Woodbury Financial and Advisor Group staffs over the past year. Their dedication and enthusiasm have really made this transition successful.”

Since joining Advisor Group in December 2012, Woodbury Financial advisors have gained access to Advisor Group’s VISION2020 Advisor Portal, a dynamic, customizable, intuitive web portal that integrates resources and aggregates information, allowing advisors to conduct business quickly and efficiently. Advisor Portal boasts sophisticated wealth management software for fee-based advisors, easy access to product and client information, and an integrated CRM system with Salesforce.com to help them deepen client relationships and improve client prospecting. Additionally, Woodbury Financial advisors have benefited from Advisor Group’s major investments in office automation. Advisor Group’s technology efforts have resulted in the firm being named to InformationWeek’s Top 500 Technology Innovators in 2011, 2012, and 2013.

Through Advisor Group, Woodbury Financial advisors can also take advantage of in-depth investment research, comprehensive marketing resources, coaching programs, succession planning consulting, social media strategies, and an expanded list of investment solutions to help their clients seek their financial goals.

Located in Oakdale, MN, Woodbury Financial Services has more than 1,200 independent representatives throughout the United States. The roots of Woodbury Financial date back to 1910 with Montana Life.

Advisor Group is one of the largest independent broker-dealer networks in the United States and consists of FSC Securities Corporation, Royal Alliance Associates, SagePoint Financial and Woodbury Financial. These independent broker-dealers, with more than 6,000 independent financial advisors, are all wholly-owned subsidiaries of Advisor Group and Members FINRA/SIPC.