Osaic

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Osaic provides the support, resources, and community designed for the future of wealth management. 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 Securities America, Inc., 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., Osaic Advisory Services, LLC, and Securities America Advisors, Inc., 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.

Company Details

Employees
2.40K
Address
18700 N Hayden Rd, Scottsdale,arizona 85255,united States
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords
Scottsdale.
HQ
Scottsdale, Arizona
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Gallagher Financial Joins Osaic, Bringing $194M in Client Assets - FinancialContent

Gallagher Financial Joins Osaic, Bringing $194M in Client Assets FinancialContent

Primerica Sues Osaic for Alleged Advisor Poaching - wealthmanagement.com

Primerica Sues Osaic for Alleged Advisor Poaching wealthmanagement.com

REVUP Private Wealth Chooses New York Financial Partners, Osaic - Yahoo Finance

REVUP Private Wealth Chooses New York Financial Partners, Osaic Yahoo Finance

Osaic Teams Up with PATH; Jackson Debuts Digital Platform - 401k Specialist

Osaic Teams Up with PATH; Jackson Debuts Digital Platform 401k Specialist

Insurance biz sues Osaic over alleged cash bounties for client theft - Citywire

Insurance biz sues Osaic over alleged cash bounties for client theft Citywire

Advisor moves: Raymond James loses $1.3B advisor team to Concurrent - InvestmentNews

Advisor moves: Raymond James loses $1.3B advisor team to Concurrent InvestmentNews

Why This Commonwealth Team Decided to Move to Osaic - The Daily Upside

Why This Commonwealth Team Decided to Move to Osaic The Daily Upside

AmeriFlex Welcomes $354 Million Team From Osaic - Wealth Solutions Report

AmeriFlex Welcomes $354 Million Team From Osaic Wealth Solutions Report

$453 Million Pilot Rock Financial Advisors Joins Osaic from Ameriprise - Business Wire

$453 Million Pilot Rock Financial Advisors Joins Osaic from Ameriprise Business Wire

$453 Million Pilot Rock Financial Advisors Joins Osaic from Ameriprise - Yahoo Finance

$453 Million Pilot Rock Financial Advisors Joins Osaic from Ameriprise Yahoo Finance

VestGen Launches Retirement Division With Osaic Team - wealthmanagement.com

VestGen Launches Retirement Division With Osaic Team wealthmanagement.com

Vanilla Approved by Osaic as a Comprehensive Estate Planning Solutions Provider to Over 11,000 Advisors - Business Wire

Vanilla Approved by Osaic as a Comprehensive Estate Planning Solutions Provider to Over 11,000 Advisors Business Wire

$315 Million Simplified Wealth Management Moves to Osaic from LPL - Yahoo Finance

$315 Million Simplified Wealth Management Moves to Osaic from LPL Yahoo Finance

AFC Planning Group Joins Osaic From LPL Financial With $110 Million in Client Assets - Yahoo Finance

AFC Planning Group Joins Osaic From LPL Financial With $110 Million in Client Assets Yahoo Finance

Osaic Welcomes $177 Million Team from TrustFirst to Establish New Knoxville-Based Firm - Business Wire

Osaic Welcomes $177 Million Team from TrustFirst to Establish New Knoxville-Based Firm Business Wire

Veteran Financial Advisor Launches Rightside Financial with Osaic - Yahoo Finance

Veteran Financial Advisor Launches Rightside Financial with Osaic Yahoo Finance

PATH Financial Partners Launches with Osaic, Bringing Client-Centered Wealth Planning to Florida’s Public Sector - Yahoo Finance

PATH Financial Partners Launches with Osaic, Bringing Client-Centered Wealth Planning to Florida’s Public Sector Yahoo Finance

Women-Led ArrowPoint Wealth Advisors Launches with Osaic - Yahoo Finance

Women-Led ArrowPoint Wealth Advisors Launches with Osaic Yahoo Finance

Payne Financial Consultants Moves to Osaic - Yahoo Finance

Payne Financial Consultants Moves to Osaic Yahoo Finance

Osaic Adds Former Commonwealth Advisor Managing $90 Million in Assets - Yahoo Finance

Osaic Adds Former Commonwealth Advisor Managing $90 Million in Assets Yahoo Finance

$275 Million Providence Wealth Planning Chooses Osaic - Yahoo Finance

$275 Million Providence Wealth Planning Chooses Osaic Yahoo Finance

GReminders Integrates with Osaic Institutions, Bringing AI Scheduling and Notetaking to Banks and Credit Unions - Business Wire

GReminders Integrates with Osaic Institutions, Bringing AI Scheduling and Notetaking to Banks and Credit Unions Business Wire

Veteran Financial Advisor Launches Rightside Financial with Osaic - Business Wire

Veteran Financial Advisor Launches Rightside Financial with Osaic Business Wire

Massachusetts-Based Advisor Joelle Spear Launches Independent Firm with Osaic - Yahoo Finance

Massachusetts-Based Advisor Joelle Spear Launches Independent Firm with Osaic Yahoo Finance

Osaic Unveils Vision for the Future of Wealth Management at NXT 2025 - The Digital Banker

Osaic Unveils Vision for the Future of Wealth Management at NXT 2025 The Digital Banker

Advisor moves: Osaic, IFG pick up advisor teams to boost growing networks - InvestmentNews

Advisor moves: Osaic, IFG pick up advisor teams to boost growing networks InvestmentNews

Credit Union Sues LPL, Osaic Over Client Data Theft - wealthmanagement.com

Credit Union Sues LPL, Osaic Over Client Data Theft wealthmanagement.com

Osaic Makes Strategic Majority Investment in Succession-Focused $700m Innovative Wealth Team - Business Wire

Osaic Makes Strategic Majority Investment in Succession-Focused $700m Innovative Wealth Team Business Wire

Osaic adds $453m Oregon-based advice firm to its network - International Adviser

Osaic adds $453m Oregon-based advice firm to its network International Adviser

$400 Million BlueHaven Wealth Management Launches with Osaic - Yahoo Finance

$400 Million BlueHaven Wealth Management Launches with Osaic Yahoo Finance

Osaic Announces Official Close of CW Advisors Acquisition - Business Wire

Osaic Announces Official Close of CW Advisors Acquisition Business Wire

Osaic Acquires $13.5 Billion CW Advisors - Yahoo Finance

Osaic Acquires $13.5 Billion CW Advisors Yahoo Finance

First Tech Sues LPL, Osaic Over ‘Data Heist’ By Ex-Advisors - CUToday

First Tech Sues LPL, Osaic Over ‘Data Heist’ By Ex-Advisors CUToday

$840 Million Blaze Wealth Management Affiliates with Osaic - Business Wire

$840 Million Blaze Wealth Management Affiliates with Osaic Business Wire

Osaic Raises Curtain on ConnectED 2025, Flagship Conference for Advisors, featuring Keynote Chip and Joanna Gaines - Business Wire

Osaic Raises Curtain on ConnectED 2025, Flagship Conference for Advisors, featuring Keynote Chip and Joanna Gaines Business Wire

Osaic Expands Supported Independence Channel With $460 Million Virtus Wealth Solutions - Business Wire

Osaic Expands Supported Independence Channel With $460 Million Virtus Wealth Solutions Business Wire

Bowman Financial Solutions Joins Osaic’s Advisor Network - Business Wire

Bowman Financial Solutions Joins Osaic’s Advisor Network Business Wire

Osaic adds $453m Oregon team from Ameriprise - Citywire

Osaic adds $453m Oregon team from Ameriprise Citywire

Former Osaic CCO launches law firm for RIAs - Citywire

Former Osaic CCO launches law firm for RIAs Citywire

Osaic's Greg Cornick: 'I know what we can do next' - InvestmentNews

Osaic's Greg Cornick: 'I know what we can do next' InvestmentNews

$315M Firm Leaves LPL for Osaic, TRA Leader to Oversee MYCTSavings - 401k Specialist

$315M Firm Leaves LPL for Osaic, TRA Leader to Oversee MYCTSavings 401k Specialist

Strategic Financial Management Affiliates with Osaic, Joining Undefined Gridlines, Inc. - Business Wire

Strategic Financial Management Affiliates with Osaic, Joining Undefined Gridlines, Inc. Business Wire

Osaic picks up around $800M AUM through veteran advisor, female-led firm - InvestmentNews

Osaic picks up around $800M AUM through veteran advisor, female-led firm InvestmentNews

Advisors Focused on AI, Financing at Osaic's Annual Conference - wealthmanagement.com

Advisors Focused on AI, Financing at Osaic's Annual Conference wealthmanagement.com

Osaic Adds $840 Million Credit Union To Its Institutions Channel - Wealth Solutions Report

Osaic Adds $840 Million Credit Union To Its Institutions Channel Wealth Solutions Report

Osaic CEO Jamie Price: Scale, technology, and generational shifts will define wealth management - InvestmentNews

Osaic CEO Jamie Price: Scale, technology, and generational shifts will define wealth management InvestmentNews

Blaze Credit Union Joins Osaic - 401k Specialist

Blaze Credit Union Joins Osaic 401k Specialist

Osaic Unveils Vision for the Future of Wealth Management at NXT 2025 - Business Wire

Osaic Unveils Vision for the Future of Wealth Management at NXT 2025 Business Wire

$37bn Stratos hires advisory compliance director from Osaic - Citywire

$37bn Stratos hires advisory compliance director from Osaic Citywire

Latham Advises on Osaic’s US$4 Billion Credit Facilities - Latham & Watkins LLP

Latham Advises on Osaic’s US$4 Billion Credit Facilities Latham & Watkins LLP

AmeriFlex Group adds $354M Capital Insight team from Osaic - InvestmentNews

AmeriFlex Group adds $354M Capital Insight team from Osaic InvestmentNews

Latham Advises on Osaic Holdings, Inc.’s Senior Secured Notes Offerings Totaling Nearly US$1 Billion - Latham & Watkins LLP

Latham Advises on Osaic Holdings, Inc.’s Senior Secured Notes Offerings Totaling Nearly US$1 Billion Latham & Watkins LLP

Osaic ponies up $9.8M to settle clients' lawsuit involving real estate, alternatives - InvestmentNews

Osaic ponies up $9.8M to settle clients' lawsuit involving real estate, alternatives InvestmentNews

Osaic Acquires $13.5 Billion CW Advisors - Business Wire

Osaic Acquires $13.5 Billion CW Advisors Business Wire

Advisor moves: Osaic, Raymond James acquire more Commonwealth advisors - InvestmentNews

Advisor moves: Osaic, Raymond James acquire more Commonwealth advisors InvestmentNews

Osaic's W-2 Channel Nears $80B - wealthmanagement.com

Osaic's W-2 Channel Nears $80B wealthmanagement.com

Osaic Rolls Out Capital Options for Advisors - wealthmanagement.com

Osaic Rolls Out Capital Options for Advisors wealthmanagement.com

Osaic CEO Jamie Price: Speed of tech integration will disrupt wealth management industry - InvestmentNews

Osaic CEO Jamie Price: Speed of tech integration will disrupt wealth management industry InvestmentNews

Osaic Adds Five Former Atria-Affiliated Credit Unions to Expanding Institutions Channel - Business Wire

Osaic Adds Five Former Atria-Affiliated Credit Unions to Expanding Institutions Channel Business Wire

Advisor moves: Osaic, RJA, Kestra add new recruits, former $1B team launch new firm - InvestmentNews

Advisor moves: Osaic, RJA, Kestra add new recruits, former $1B team launch new firm InvestmentNews

Schaible Russo Financial Joins Osaic’s Supported Independence Model with $450 Million in Client Assets - Business Wire

Schaible Russo Financial Joins Osaic’s Supported Independence Model with $450 Million in Client Assets Business Wire

Women-Led ArrowPoint Wealth Advisors Launches With Osaic - Family Wealth Report

Women-Led ArrowPoint Wealth Advisors Launches With Osaic Family Wealth Report

Osaic ConnectED 2025 conference coverage - InvestmentNews

Osaic ConnectED 2025 conference coverage InvestmentNews

Osaic Secures 'Exclusive License' for Wealth.com's Family Office Suite - ThinkAdvisor

Osaic Secures 'Exclusive License' for Wealth.com's Family Office Suite ThinkAdvisor

Advisor moves: LPL Financial, Osaic, Raymond James all welcome new teams - InvestmentNews

Advisor moves: LPL Financial, Osaic, Raymond James all welcome new teams InvestmentNews

Raymond James, Osaic laud new bank partnerships - InvestmentNews

Raymond James, Osaic laud new bank partnerships InvestmentNews

Latham & Watkins Advises on Osaic’s US$13.5 Billion Acquisition of CW Advisors - Latham & Watkins LLP

Latham & Watkins Advises on Osaic’s US$13.5 Billion Acquisition of CW Advisors Latham & Watkins LLP

Osaic nabs two advisor teams from LPL in North Carolina - InvestmentNews

Osaic nabs two advisor teams from LPL in North Carolina InvestmentNews

Osaic adds USD315 million Simplified Wealth Management team from LPL - The Digital Banker

Osaic adds USD315 million Simplified Wealth Management team from LPL The Digital Banker

Advisor moves: $275M family practice leaves LPL for Osaic, LPL attracts Osaic team in Mississippi - InvestmentNews

Advisor moves: $275M family practice leaves LPL for Osaic, LPL attracts Osaic team in Mississippi InvestmentNews

Who's Moving Where In Wealth Management? – UBS, Envestnet, Osaic, Others - Family Wealth Report

Who's Moving Where In Wealth Management? – UBS, Envestnet, Osaic, Others Family Wealth Report

Osaic To Add $13.5 Billion In AUM With CW Advisors Acquisition - Wealth Solutions Report

Osaic To Add $13.5 Billion In AUM With CW Advisors Acquisition Wealth Solutions Report

SEC spanks closed Osaic RIA for conflicts, over-charging clients on alternatives - InvestmentNews

SEC spanks closed Osaic RIA for conflicts, over-charging clients on alternatives InvestmentNews

Greg Cornick, former number two at Osaic, slides down the management pole. - InvestmentNews

Greg Cornick, former number two at Osaic, slides down the management pole. InvestmentNews

Allworth scoops Osaic's Jeffrey Green as new chief people officer - InvestmentNews

Allworth scoops Osaic's Jeffrey Green as new chief people officer InvestmentNews

Osaic Expands its W2 Employee Affiliation Channel with Payant Wealth Management Group - PR Newswire

Osaic Expands its W2 Employee Affiliation Channel with Payant Wealth Management Group PR Newswire

Osaic Adds $460M Commonwealth Team to W-2 Channel - wealthmanagement.com

Osaic Adds $460M Commonwealth Team to W-2 Channel wealthmanagement.com

Advisor moves: Osaic welcomes Valic veteran in Arizona, Janney hails $3.3B recruiting haul - InvestmentNews

Advisor moves: Osaic welcomes Valic veteran in Arizona, Janney hails $3.3B recruiting haul InvestmentNews

Wealth.com joins Osaic to power estate planning - FinTech Global

Wealth.com joins Osaic to power estate planning FinTech Global

Advisor moves: LPL adds ex-Osaic advisor in Fresno, RBC plants a new stake in Nashville - InvestmentNews

Advisor moves: LPL adds ex-Osaic advisor in Fresno, RBC plants a new stake in Nashville InvestmentNews

Kansas-based Wealth Management Firm NoxNumis Chooses Osaic - Business Wire

Kansas-based Wealth Management Firm NoxNumis Chooses Osaic Business Wire

Who's Moving Where In Wealth Management? – Osaic, Paynet Financial Consultants, Others - Family Wealth Report

Who's Moving Where In Wealth Management? – Osaic, Paynet Financial Consultants, Others Family Wealth Report

Who's Moving Where In Wealth Management? – Osaic, True North Advisory Group, DeVoe - Family Wealth Report

Who's Moving Where In Wealth Management? – Osaic, True North Advisory Group, DeVoe Family Wealth Report

Osaic snaps up $13.5B CW Advisors - InvestmentNews

Osaic snaps up $13.5B CW Advisors InvestmentNews

Who's Moving Where In Wealth Management? – William Blair, Osaic, Bridenback, Others - Family Wealth Report

Who's Moving Where In Wealth Management? – William Blair, Osaic, Bridenback, Others Family Wealth Report

RIA moves: Osaic takes majority stake in $700M Innovative Wealth, NewEdge makes dealmaking debut in Nebraska - InvestmentNews

RIA moves: Osaic takes majority stake in $700M Innovative Wealth, NewEdge makes dealmaking debut in Nebraska InvestmentNews

CW Advisors Adds Two Pennsylvania RIAs - Business Wire

CW Advisors Adds Two Pennsylvania RIAs Business Wire

Osaic Acquires $13.5 Billion Boston-Based Wealth Manager - Family Wealth Report

Osaic Acquires $13.5 Billion Boston-Based Wealth Manager Family Wealth Report

Ex-Osaic advisor fined over failure to declare $1M bequest - InvestmentNews

Ex-Osaic advisor fined over failure to declare $1M bequest InvestmentNews

Osaic Advice and Wealth Head Greg Cornick Shifts to New Wealth Solutions Role - wealthmanagement.com

Osaic Advice and Wealth Head Greg Cornick Shifts to New Wealth Solutions Role wealthmanagement.com

Ever Wealth Joins Osaic’s Expanding Network of Financial Professionals - Business Wire

Ever Wealth Joins Osaic’s Expanding Network of Financial Professionals Business Wire

Osaic Announces Official Close of CW Advisors Acquisition - FinancialContent

Osaic Announces Official Close of CW Advisors Acquisition FinancialContent

Osaic loses $1.5B superteam to Commonwealth in New York - InvestmentNews

Osaic loses $1.5B superteam to Commonwealth in New York InvestmentNews

Osaic executive Greg Cornick shuffled to new role - Citywire

Osaic executive Greg Cornick shuffled to new role Citywire

Jamie Price and Osaic's Big Bet on RIAs - wealthmanagement.com

Jamie Price and Osaic's Big Bet on RIAs wealthmanagement.com

Wells Fargo's indy channel recruits from UBS, Osaic, Merrill - financial-planning.com

Wells Fargo's indy channel recruits from UBS, Osaic, Merrill financial-planning.com

Osaic CEO Jamie Price: Going for growth - InvestmentNews

Osaic CEO Jamie Price: Going for growth InvestmentNews

Osaic Nabs Commonwealth Team Managing $460 Million in West Virginia - AdvisorHub

Osaic Nabs Commonwealth Team Managing $460 Million in West Virginia AdvisorHub

Deals & Moves: AmeriFlex Adds $280M California Team From Osaic - wealthmanagement.com

Deals & Moves: AmeriFlex Adds $280M California Team From Osaic wealthmanagement.com

Hightower taps Osaic alum Scott Hadley as first chief advisory officer, expands C-suite - InvestmentNews

Hightower taps Osaic alum Scott Hadley as first chief advisory officer, expands C-suite InvestmentNews

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