Founded in 2016. Reimagined in 2023.

Meet Osaic

With a history rich in growth and innovation, Osaic has always had one primary goal: to provide the best technology, resources, and services to our financial professionals so they can focus on their clients.


One of the largest networks in America

Osaic has headquarters in seven states, and affiliated wealth management professionals in all 50.

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Future-focused leaders

Our executive and senior leadership teams bring strong functional expertise and diverse perspectives to set strategic direction and support our Osaic communities.

Diversity, Equity, & Inclusion

Commitment to parity

Our firm is proud to have taken a corporate ParityPLEDGE®, publicly committing to interview at least one qualified woman candidate and/or one woman of color for every open position, vice president and above. With women already occupying 50 percent of our executive leadership positions, we are determined to continue growing our workforce diversity.

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Osaic Institutions, Inc., Osaic FA, Inc., Osaic FS, Inc., and Triad Advisors, LLC, broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through American Portfolios Financial Services, Inc., Osaic Services Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., and Osaic Advisory Services, LLC, registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. and Triad Advisors, LLC., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser. 6192409

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