Empowering you
to thrive
Osaic is one of the nation’s largest providers of wealth management solutions and home to a diverse, service-driven community of professionals who believe that planning for the future should be transformative, not transactional.
11,600+
financial professionals
270+
financial institutions
$653B+
assets under administration
PARTNERSHIP
The power of our scale allows us to give you more. More support. More resources. More time in your day to focus on what matters.
GROWTH
Enhance your profitability and achieve the business goals that are important to you — because success looks different for everyone.
COMMUNITY
There is a place for everyone here. We foster communities that embrace diversity and celebrate differences.
There is value in partnership.
My ongoing partnership allows me to experience continued success and growth daily. There is value in partnership. More specifically, there is value in partnership with Osaic.
Brandon Dixon-JamesResilient Wealth ManagementWith Osaic since 2013
A rising tide lifts all boats.
Community is partnering with a firm that wants to understand what advisors need, will invest to make it happen, and has a persistent belief that a rising tide lifts all boats.
Cammie Sorensen BanksLegacy Advisor NetworkWith Osaic since 2016There is value in partnership.
My ongoing partnership allows me to experience continued success and growth daily. There is value in partnership. More specifically, there is value in partnership with Osaic.
Brandon Dixon-JamesResilient Wealth ManagementWith Osaic since 2013We need a strong partner.
Each of us is on our own journey, and it’s complex, and it’s unique to us . . . we need a strong partner. A partner like Osaic.
Tom EndersbeSignature Wealth ManagementWith Osaic since 2009