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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