Osaic (formerly Advisor Group)
About Osaic (formerly Advisor Group)
Osaic is a leading provider of wealth management solutions and home to a service-driven community of financial professionals. The company serves financial professionals, financial institutions, and broker-dealers across the United States, empowering client-advisor relationships and striving to turn client moments into meaningful financial outcomes. It emphasizes a comprehensive approach to wealth management through collaboration among its network of advisors, institutions, and advisory programs. Osaic highlights its role as a national provider with a focus on empowering advisors to support clients nationwide.
Recent News
Reverence Capital Partners Closes $2B Osaic Recapitalization
Zocks, Jump Expand Advisor Reach with New Enterprise Integrations
FINNY Launches Enterprise AI Growth Platform with Mercer Advisors
Coastline Wealth Adds 18 Advisory Teams, Boosts Assets by $1.7 Billion
Kevin Warsh Is Expected to Be Confirmed as Fed Chair This Week. This Is What It Means for Advisors
Former Osaic B-D on the Hook for $2.5 Million After Losing Employment Retaliation Case
Post-Integration and Reverence Recap, Osaic Targets Organic Growth