Osaic
Osaic, formerly known as Advisor Group, is one of the largest independent wealth management firms in the United States, providing comprehensive financial solutions to both advisors and their clients. The firm is dedicated to empowering financial professionals with the tools, resources, and support needed to deliver personalized financial planning and investment management. Osaic’s platform includes a wide range of services, from investment strategies and retirement planning to business growth solutions that help advisors better serve their clients. Headquartered across seven states with a nationwide presence of affiliated wealth management professionals in all 50 states, Osaic combines scale with accessibility. In 2023, Advisor Group rebranded as Osaic to unify its eight broker-dealers under one brand, streamlining operations, strengthening advisor support, and enhancing the overall client experience.
ABOUT OSAIC
Osaic is one of the largest independent wealth management firms in the United States, providing financial advisors with advanced tools, innovative technology, and business resources to grow their practices and better serve clients.
As a leading independent broker-dealer and RIA platform, Osaic delivers comprehensive solutions in financial planning, investment management, practice management, and compliance support.
In 2023, Advisor Group rebranded as Osaic, uniting its eight broker-dealers under a single brand to streamline operations, strengthen its advisor network, and enhance service offerings for clients nationwide.
KEY ACQUISITIONS
Ladenburg Thalmann Financial Services – Acquired in 2019 for $1.3 billion, adding multiple broker-dealers and expanding Osaic’s presence in the independent wealth management sector.
American Portfolios Financial Services – Strengthened Osaic’s advisor network with over 850 financial professionals across nearly 400 branches, overseeing approximately $40 billion in client assets.
Lincoln Financial’s Wealth Management Business – Added 1,400 financial advisors and approximately $115 billion in assets under management, positioning Osaic among the top wealth management networks in the U.S.