Osaic is a leading independent wealth management platform in the United States, supporting over 11,000 financial professionals who manage more than $700 billion in assets for approximately 4 million clients. The company is headquartered across seven states and has a presence in all 50 states. Osaic empowers independent advisors by providing technology, resources, and comprehensive middle- and back-office support, following its rebranding from Advisor Group in June 2023.
Founded in 1988, Osaic has a rich history that includes significant acquisitions and a commitment to growth through mergers and acquisitions. The company emphasizes diversity, with a workforce that includes 33.4% women financial professionals and 50% women in executive roles. Osaic offers a robust platform that includes a wide range of financial products and services, enabling advisors to focus on client relationships while reducing operational complexity. The firm is dedicated to supporting independent advisors and enhancing their entrepreneurial efforts.