Case Study: Advisor Group achieves branded workplace transformation and relocation to a 65,805 sq. ft. Phoenix office with Cresa

Advisor Group - Customer Case Study

Advisor Group, an independent private-equity broker-dealer headquartered in Phoenix with more than 6,000 registered representatives, needed new office space after its 2016 sale from AIG. The transaction created relocation needs across multiple markets and an opportunity to expand into a larger, branded workplace that would support a refreshed culture. Advisor Group engaged Cresa for project management support.

Cresa, led by Jason Wery, delivered project management services to guide Advisor Group into a new 65,805 sq. ft. Phoenix office, coordinating design and workplace-environment decisions to align with the firm’s rebranding and cultural objectives. The engagement resulted in a larger, modernized workspace that supported the company’s market transitions and strategic focus on brand and workplace culture.

Advisor Group