SUPPORTING YOU, YOUR WAY

The power of partnership

Osaic provides frictionless back-office support, ensuring your business runs smoothly, your technology works seamlessly, and your data is secure, so you can spend more time with your clients.

BUSINESS YOUR WAY

Custom-fit affiliation

Osaic’s affiliation architecture flexes to the nuanced needs of your business. We serve financial professionals across the spectrum of wealth management — from independents to RIAs to institutions. Enjoy doing business your way while benefiting from the security of our scale, efficiency of our solutions, and a robust suite of resources.

ENDLESS OPTIONS

Innovative wealth solutions

Access best-in-class products, platforms, and intuitive money management tools to personally manage your clients’ advisory assets or outsource from a selection of more than a thousand well-known institutional money managers.

Benefits of scale

As part of one of the largest networks of wealth management professionals, you get access to the industry's best resources.

Clearing partners & subsidiaries

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Current broker-dealer

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial 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., Securities America Advisors, Inc., and Triad Hybrid Solutions, LLC, registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., and Triad Advisors, LLC., are sponsored by Vision2020 Wealth Management Corp., an affiliated registered investment adviser. 6192409

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