Independent advisors

Osaic fosters the spirit of entrepreneurship and independence that our more than 10,500 financial professionals exemplify.

Making the best use of your time

Our structure allows us to invest significant resources, so our financial professionals can enjoy access to state-of-the-art technologies, personalized service, and broad-based operational support to better serve their clients.

Cybersecurity

Technology

Compliance

Marketing support

Freedom & flexibility

Osaic offers financial professionals the hard-won experience earned from decades of industry leadership and the personal relationships based on the trust that comes from making and keeping promises.

Genuine independence

We deliver genuine independence by creating an environment that is carefully crafted to be flexible enough to address your needs, yet powerful enough to take you to the next level of success in your business.

You define your business

You decide exactly what independence means to you. As an independent financial professional or OSJ, receive the level of service and support you require to run a thriving business. You may also choose to join an established office, or affiliate as a registered investment adviser.

Open architecture

Open architecture is more than a platform — it's a philosophy. It means you have access to the systems you prefer and the confidence that they will integrate with ours. While many firms offer narrow definitions of what open architecture means to them, Osaic is focused on what it means to you.

Independent, not alone

Partnership means backing you up with the tools, platforms, and strategies to build your business and serve your clients. It also means always striving to get better at what we do.

Financial professionals are front and center to everything we do.
Our role is to take a business-model-driven approach to providing you the support you need to deliver the best possible experience for your clients.
Erinn Ford
EVP of Advisor EngagementHead of Independent Channel

Financial professionals are front and center to everything we do.
Our role is to take a business-model-driven approach to providing you the support you need to deliver the best possible experience for your clients.
Erinn Ford
EVP of Advisor EngagementHead of Independent Channel