Empowering Wealth
Osaic is one of the nation's largest independent financial advisor support platforms, providing financial professionals with the infrastructure, technology, and community you need to deliver life-changing advice
Grow your financial advisory business faster
Osaic helps independent financial advisors streamline daily operations, save time, and focus on what matters most – building strong client relationships. You can strengthen retention, increase referrals, and boost long-term growth while delivering exceptional client experiences.
We are having fun at NXT
After just one meeting, she knew she met “the one” to make her retirement dreams come true.
Three states, 110 miles, one inspiring ride: Face of America
News from Osaic's NXT Conference
Innovation at your fingertips
Osaic delivers broker-dealer services, RIA support, compliance, and practice management tools to help financial advisors grow smarter. Access advanced technology and resources to streamline operations, stay compliant, and scale your practice.
Compliance and regulatory support
Navigate the complexity of SEC and FINRA regulation with a dedicated compliance team, automated surveillance tools, and exam support. We handle the complexity so you can focus on clients.
Technology and Practice Management
Access a fully integrated technology stack: CRM, financial planning software, portfolio management, and client portal tools, all connected and supported by our advisor success team.
Investment solutions
Choose from an open-architecture investment platform including managed accounts, model portfolios, alternative investments, and direct indexing. Built for both advisory and brokerage business models.
High-Net-Worth and Family-Office Services
we are family
Business Development
Grow your practice with Osaic’s BD resources, including client acquisition tools and succession planning support. Osaic advisors grow their AUM at 2x the industry average.
Marketing and SEO/AEO
We help you reach clients and prospects with a full array of marketing tools. We simplify client emails, blog posts, and social media outreach – giving you more time with clients. We ensure that your communications utilizeAEO/SEO best practices so that your business’s searchability improves.
AI Solutions
At Osaic, our team of experts is on the cutting edge of new AI solutions in finance and marketing so that you don’t have to be preoccupied with new industry developments. We comprehensively vet new AI solutions for our advisors.
Transition Support
Our dedicated transition team has helped hundreds of advisors move their practice to Osaic with minimal disruption. From account transfers to client communications, we manage the transition with you.
