Osaic Advisory Services

Experience the best features of an independent advice model, plus expert consultative and operational support, and advanced technology tools to improve efficiencies and foster growth.

Financial Planning
Variable Annuity Management
Retirement Plan Advice
Support
Compliance
Technology
Custodial Partners
Sustainable, enjoyable business

Understanding your vision

We believe developing a strong relationship with advisors, one that gives us a true understanding of their vision, is the best way to build a sustainable and enjoyable business.

If you are considering the outsourcing of compliance and technology support of your current RIA, especially if you are operating a state, or multi-state, registered RIA, Osaic Advisory Services can help.

Similarly, if you're looking to make a move from a bank, wirehouse, or existing RIA, but you're unsure of the pros and cons of establishing and running your own RIA, we can guide you on your journey.

Investment management

Osaic relieves the expense and headache of regulatory navigation by offering a flexible RIA structure that allows you to provide advice in your unique way.

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial 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., Securities America Advisors, Inc., and Osaic Advisory Services, LLC, registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., and Triad Advisors, LLC., are sponsored by Vision2020 Wealth Management Corp., an affiliated registered investment adviser. 6192409

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