Osaic | Company Profile - Revenue, Headcount, Tech Stack, Contacts

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.