The latest from Osaic

JUNE 9, 2025

Going for Growth

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.

Recent news
Dan Leugers, BlueHaven Wealth Management

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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