Osaic

Overview

Osaic is a prominent American wealth management firm that supports over 11,000 financial professionals managing more than $700 billion in assets. Formerly known as Advisor Group, it operates as one of the largest independent wealth management platforms in the U.S., with a network of affiliated financial professionals across all 50 states. The company has headquarters in several states, including Arizona, Minnesota, New York, New Jersey, and Georgia.

Founded in 2002, Osaic has undergone significant changes, including acquisitions and a rebranding in 2023. The firm offers a comprehensive wealth management platform that empowers financial advisors with advanced technology, resources, and support services. Its offerings include access to a wide range of financial products, operational support, and specialized services through its Advantage Companies, which focus on capital markets, asset management, and trust services. Osaic is dedicated to fostering a diverse and inclusive community, ensuring that its advisors can effectively serve their clients.

Basic Information

Contact Details

• Phone: +1 877-310-4977
• Website: osaic.com
• LinkedIn: linkedin.com/company/osaicinc
• Twitter: twitter.com/osaic_inc
• Facebook: facebook.com/OsaicInc/

Key Focus Areas & Initiatives

• Support staff
• Financial advisor productivity tools
• Financial advisor community
• Advisor-client digital tools
• Financial innovation
• Wealth management strategic partnerships
• Wealth management succession planning
• Growth strategy
• Independent advisors
• Diversity and inclusion
• Assets under management
• Wealth management innovation
• Advisory services
• Client relationship management
• Wealth management digital transformation
• Wealth management industry leadership
• Financial product distribution
• Financial data security
• Investment management
• Independent financial advisors
• Regulatory oversight
• Investment advisory
• Financial networks
• Client onboarding
• Digital client portals
• Broker-dealer
• Wealth management network
• Asset management
• Financial institutions
• Client account management
• Financial industry regulation
• Financial planning software
• Wealth management industry trends
• Financial advisor support
• Digital wealth tools
• Investment research
• Regulatory compliance
• Financial services unification
• Client engagement
• Financial advisor recruiting
• Investment platform
• Strategic partnerships
• Financial technology platforms
• Financial advisor support services
• Digital platforms
• Retirement planning
• Wealth management rebranding
• Financial consulting
• Wealth solutions
• Financial advisor training
• Investment products
• Financial services
• Wealth management technology
• Wealth management consolidation
• Regulation and compliance
• Client data management
• Wealth planning
• Financial advisor marketing
• Technology platforms
• Wealth management platform
• Advisory platform integration
• Client solutions
• Wealth management
• Financial industry partnerships
• Financial industry evolution
• Wealth advisory
• Asset allocation
• Retirement account management
• Brokerage services
• Financial technology
• Investment solutions
• Financial professionals
• Financial compliance systems
• Securities brokerage
• Financial planning
• Asset growth
• Financial industry
• Financial advisor network
• Advisory platform
• Wealth management growth strategies
• Wealth management compliance
• Asset management services
• B2B
• Consulting
• Services
• Retail
• Other financial investment activities
• Life insurance
• Alternative investments
• Coaching
• Cybersecurity
• Client acquisition
• Risk management
• Human resources
• Data analytics
• Management consulting
• Finance technology
• Information technology & services

Technologies Used

• Amazon AWS
• Constant Contact
• Microsoft Office 365
• Outlook
• Phoenix

Affiliated Organizations & Regional Branches

• ESSEX NATIONAL SECURITIES, INC.
• Agili
• American Portfolios
• Ladenburg Thalmann
• Physicians Private Client Group
• INFINEX INVESTMENTS, INC.