investment advisors

Our goal is to ensure that you grow your enterprise value by accessing our technology, our expertise, and our scale – no matter how you choose to affiliate with us.

Services & solutions


Our team is committed to timely, accurate and warm responses to your inquiries. We host training on a regular basis so your staff can stay up-to-date on procedures and best practices.

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Retirement plan advice
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Alternative investments
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Investment management
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Financial planning

Best-in-class technology

Leveraging our scale and dedicating resources to continuous industry evaluation, we are able to bring our financial professionals a technology powerhouse.

  • Adaptable CRM system
  • Comprehensive portfolio analytics
  • Consolidated & performance reporting
  • Block and model trading

Flexible structure

Osaic relieves the expense and headache of regulatory navigation by offering a flexible RIA structure that allows you to provide advice in your unique way.

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Osaic Institutions, Inc., Osaic FA, Inc., Osaic FS, Inc., and Triad Advisors, LLC, broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through American Portfolios Financial Services, Inc., Osaic 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., and Osaic Advisory Services, LLC, registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. and Triad Advisors, LLC., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser. 6192409

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