Reach your full potential

Find expertise, resources, tools — and, yes, even capital solutions — to help you and your team achieve goals and solve challenges. No matter how you choose to run your business, Osaic can help you reach your fullest potential.


We collaborate with individuals, RIAs, OSJs, and institutions to attract new clients, maximize profits, and preserve what you’ve built. Our mission is to help you reach your fullest potential as financial professionals, partners to your clients, and members of your community.

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Personalized marketing support
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Unique acquisition services
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Business development consulting
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Innovative technology

Growth on your terms


Succession & acquisition support

Our award-winning matchmaking platform and our extensive expertise offers personalized assistance, financing resources, and hands-on transition support to help you make the right decision when it comes to the future of your business.

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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