Osaic

Osaic is one of the nation's largest wealth management platforms, headquartered in Scottsdale, Arizona, with offices across the United States. Formerly known as Advisor Group, the company traces its roots to 1988 and has grown through a series of strategic acquisitions into a comprehensive wealth management support and advisory platform serving a b... road community of independent financial professionals and financial institutions. Through its affiliated broker-dealers and registered investment advisers, Osaic provides financial professionals with a full suite of resources, technology, infrastructure, and compliance support designed to enable them to deliver tailored wealth management strategies to their clients. Core service offerings include investment management, financial planning, securities brokerage, advisory programs, fixed income services, insurance brokerage, and trust services. The company also serves the financial institution market through Osaic Institutions, a dedicated platform providing banks, credit unions, and other financial institutions with the tools, resources, and support needed to operate investment programs effectively. Osaic's portfolio of affiliated entities includes Osaic Wealth, Osaic Institutions, Securities America, Woodbury Financial Services, American Portfolios Financial Services, and several Advantage Companies including Highland Capital Brokerage, Ladenburg Thalmann and Co., Ladenburg Thalmann Asset Management, and Premier Trust. The company is a portfolio company of Reverence Capital Partners and is committed to empowering financial professionals with the technology, community, and operational infrastructure needed to build meaningful, long-term client relationships and deliver impactful wealth management outcomes across generations.Read More