When Osaic transitioned out of AIG in 2016, the wealth manager serviced approximately $150 billion in assets under administration (AUA) across four separate brands, with just 27 percent of those assets being fee-based. Fast forward to today and Osaic serves approximately $700 billion in AUA under a single unified brand, with fee-based assets approaching 50 percent – and rapidly growing.
That explosive expansion in the past 10 years has vaulted Osaic into one of the nation’s largest wealth management platforms, complete with a multi-affiliation model designed to support independent, entrepreneurial advisors.
Read the cover story from the June 9 issue of InvestmentNews where Osaic CEO Jamie Price recounts his firm's meteoric rise and looks ahead to further expansion in a rapidly changing industry.
After 16 years at a legacy firm, Jason Oestreicher launches independent firm backed by Osaic’s tech-forward platform SCOTTSDALE, AZ – July 24, 2025 – Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today annou
Expanded partnership marks major step in Osaic’s plan to offer succession planning solutions to advisors approaching retirement SCOTTSDALE, AZ – July 23, 2025 – Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions,
Daniel Leugers selects Osaic for empowered support, scalability and custom solutions, brings focus on personalized portfolio construction SCOTTSDALE, Ariz. — July 10th, 2025 —Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth managemen
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