Founded in 2016, reimagined in 2023. Osaic is driven by a strong philosophy that independence is key to fulfilling sound investment decisions. This philosophy brings strength, stability and security to our strategies that are designed to work with your success in mind. Osaic is not in the business of creating and marketing its own investment products — its only “products” are service and support. Therefore, Osaic advisors can offer objective, independent investment advice, with no obligation to promote any particular investment.

Osaic is one of the largest networks of independent wealth management firms in the country serving over 11,000 advisors, 33.4% women financial professionals and overseeing approximately $700 billion in total client assets with the support of over 2,500 home office staff members. With a history rich in growth and innovation, Osaic has always had one primary goal: to provide the best technology, resources, and services to our financial professional so they can focus on their clients. 

Our partnership with Osaic gives us access to the resources and financial stability of a large firm, while providing the personalized service usually found in much smaller firms. This approach allows us not only the flexibility to understand your needs and concerns, but also the wherewithal to address them.

Learn more about Osaic's history here.