Osaic
Osaic is the behind-the-scenes partner for your financial professional. We’re home to a diverse, service-driven community that believes planning for the future should be transformative, not transactional. Our rich history and continual focus on growth and innovation means your financial professional has access to premier investment and advisory planning services, high-net-worth solutions, insurance protection products, and more.
Osaic believes wealth management is for everyone. That’s why we’re committed to ensuring your financial professional is equipped with everything they need to target your specific objectives and help you feel more financially confident. Osaic is one of the nation’s largest independent wealth management firms, and we believe strongly in our primary goal of empowering your financial professional to provide objective, non-propriety counsel and recommendations, placing your unique needs above all else.
Where you’ll find us.
Roots dating back to 1958. Reimagined in 2023.
Strength & stability behind your financial plan and future retirement.
Maximum choice when selecting investments and financial solutions for your needs.
Flexibility to manage your portfolio efficiently and aligned with your plan.
Ability to borrow against your investments when life’s unexpected needs occur without affecting your portfolio’s future.
Secure 24/7 access to your portfolio through innovative technology & cutting-edge cybersecurity.
Access to valuable in-house financial services when you need them during life: tax and estate planning; retirement planning; trusts, family, and business planning; wealth transfers, deferred compensation, charitable giving, and pension maximizations.
2,700+
Employees
11,600+
Financial Professionals
$700B+
In Client Assets
4M+
Clients Nationwide