Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions and a portfolio company of Reverence Capital Partners, today announced the official close of the transaction to acquire of CW Advisors, LLC (“CW Advisors”), the Bos

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions, today announced that Blaze Credit Union (“Blaze”) has joined its Osaic Institutions channel, further expanding Osaic’s presence in the financial institution market

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

New relationship brings $127 million from LPL to Osaic’s network, provides Union Bank clients access to expanded financial planning and investment services SCOTTSDALE, AZ – July 30, 2025 – Osaic, Inc. (“Osaic”), one of the nation’s largest providers