When Osaic transitioned out of AIG in 2016, the wealth manager serviced approximately $150 billion in assets under administration (AUA) across four separate brands, with just 27 percent of those assets being fee-based. Fast forward to today and Osaic serves approximately $700 billion in AUA under a single unified brand, with fee-based assets approaching 50 percent – and rapidly growing.
That explosive expansion in the past 10 years has vaulted Osaic into one of the nation’s largest wealth management platforms, complete with a multi-affiliation model designed to support independent, entrepreneurial advisors.
Read the cover story from the June 9 issue of InvestmentNews where Osaic CEO Jamie Price recounts his firm's meteoric rise and looks ahead to further expansion in a rapidly changing industry.
Father-son led firm affiliates with New York Financial Partners, drawn by Osaic’s community-driven approach and commitment to advisor success SCOTTSDALE, AZ – June 26th, 2025 —Osaic, Inc.(“Osaic”), one of the nation’s largest providers of wealth managemen
Osaic’s project of unifying eight broker-dealer firms under one brand has been a gargantuan one, but it’s full of little stories that show its value, says Jamie Price, president and CEO of the Scottsdale, Ariz.-based business. “We had an advisor on one of
Acquisition strengthens Osaic Advisor’s signature employee model, provides Boston-based RIA with increased access to long-term capital and comprehensive wealth solutions SCOTTSDALE, AZ – June 17, 2025 – Osaic, Inc. (“Osaic”), one of the nation’s largest
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