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Osaic Wealth, Inc.

EST. AUM
$234,858,518,740

CONTACTS
126

CLIENT ACCOUNTS
850,797

Firm Details

Metro area Phoenix
CRD Number 23131
Website osaic.com
Client types

Overview

Osaic Wealth, Inc. is a leading independent broker-dealer and RIA platform, formed from the rebranding and consolidation of Advisor Group in 2023. Backed by private equity firm Reverence Capital Partners, Osaic supports a vast nationwide network of financial professionals, offering integrated wealth management, advisory, retirement, and brokerage solutions. The firm leverages scale, shared technology, and deep resources to empower advisors delivering fiduciary and flexible guidance across client segments

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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