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.
Family-led advisory team joins Osaic from LPL Financial, citing shared values, technology support and growth opportunities with new affiliation SCOTTSDALE, AZ – August 07, 2025 –Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth mana
Multi-generational $120M team departs LPL to affiliate via Alpha Omega Wealth Partners, citing cultural fit and high-touch client service model SCOTTSDALE, AZ – AUGUST 5, 2025 – Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth manage
Former LPL North Carolina-based team partners with Osaic OSJ Alpha Omega Wealth Partners to enhance client service and operational support SCOTTSDALE, AZ – AUGUST 5, 2025 – Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management
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