Osaic

Highly Engaged Employees

Osaic is a leading national wealth management platform, headquartered in Scottsdale, Arizona, with a significant operational footprint across the United States. Established in 1993 and formerly known as Advisor Group, the company has expanded through strategic acquisitions into a comprehensive support and advisory ecosystem. It is dedicated to empowering independent financial professionals and financial institutions by providing essential resources, advanced technology, robust infrastructure, and rigorous compliance support. This integrated approach enables financial professionals to deliver highly tailored wealth management strategies to their clients, fostering long-term relationships and impactful outcomes across generations.

Serving a broad community, Osaic's core service offerings include investment management, detailed financial planning, securities brokerage, diverse advisory programs, fixed income services, insurance brokerage, and trust services. The company operates with an employee range of 1,000 - 5,000 individuals, all focused on enhancing the capabilities of financial advisors. Through its affiliated broker-dealers and registered investment advisers, Osaic ensures that its partners have the tools and support necessary to navigate complex financial landscapes and meet client needs effectively. Meet Osaic's team to understand the expertise driving these operations.

Osaic also extends its services to the financial institution market via Osaic Institutions, a specialized platform designed for banks, credit unions, and other financial entities. Its portfolio of affiliated entities includes prominent names such as Osaic Wealth, Securities America, and Woodbury Financial Services, among others. As a portfolio company of Reverence Capital Partners, Osaic maintains a commitment to operational excellence and innovation within the financial services sector, positioning itself as a key player inView more...