Ladenburg Thalmann & Co, Inc. was established in 1876 and joined the New York Stock Exchange in 1879. Ladenburg Thalmann quickly became an influential, private merchant banking firm, serving as a financial intermediary between America, Great Britain, and the European continent. Ladenburg had a notable role in financing the growth of American industry throughout the early twentieth century and was among the few investment banks to prosper during the Depression. Since the beginning, Ladenburg has provided significant value to investors, corporate managers, and directors while raising capital for emerging industries. Ladenburg offers a full suite of investment banking and capital markets products and services, including proprietary equity research.

Established in 1982, LTAM manages more than $4B in AUM and specializes in market analysis, due diligence, fund selection, asset allocation, and diversification strategies. LTAM’s staff boast more than 100 years of combined professional experience delivering personalized strategies and a broad range of investment solutions for individuals, families, foundations, endowments, retirement plans, and profit-sharing plans.

Founded in 1991 and headquartered in Birmingham, Alabama, HCB was purchased by Ladenburg Thalmann in 2014 and acquired by Advisor Group in 2020. HCB is a national life insurance and annuity distribution company providing point-of-sale support, advanced marketing, and creative estate and business planning techniques to financial advisors and insurance professionals. HCB partners with financial professionals who want to provide their clients with best-in-class life insurance, annuities, longevity planning, and disability insurance. Its core competencies include life insurance, annuities, and longevity planning. It delivers these services in an efficient, client-focused environment that extends to carrier and product expertise, underwriting negotiation, and complete back-office processing. Highland delivers objective access to major insurance carriers, advanced planning support, expertise in risk underwriting, and back-office processing to insurance brokers, financial planners, and various institutions such as banks, wirehouses, and certified public accountant firms.

Founded in 2001 and headquartered in Nevada, Premier Trust was purchased by Ladenburg Thalmann in 2010 and acquired by Advisor Group in 2020. Premier Trust helps clients take advantage of the state’s favorable trusts, corporate, and tax laws. Reside anywhere in the U.S. and still benefit from access to Premier’s 45+ trust professionals who oversee more than 5,000 Nevada trusts and $1.5B in assets under administration. The firm’s niche sets them apart: Premier administrates trusts only, allowing clients to retain the relationships they have with their existing investment and financial professionals. Premier matches each client with the trust officer and administrative team most suited to a client’s unique needs. With more than 150 years combined experience dealing with estates and trusts of all types and sizes, Premier is committed to administrative excellence from the dedicated, experienced operations and compliance personnel to the professional administrators they support.