Osaic, Inc.

Osaic, Inc. is a prominent American wealth management firm that provides comprehensive solutions to financial professionals. Formerly known as Advisor Group, the company rebranded to Osaic in 2023 and completed the integration of its various firms under a unified brand and service platform by early 2025. Headquartered in Scottsdale, Arizona, Osaic's mission is to empower entrepreneurial advisors to build thriving businesses and fulfill their clients' financial aspirations by offering robust technology, resources, and support.

The firm's core business revolves around supporting independent financial advisors, registered investment advisors (RIAs), and financial institutions. Osaic offers a wide array of services, including broker-dealer and RIA services, a comprehensive technology platform, compliance support, and professional asset allocation tools. Its integrated wealth management solutions encompass retirement income planning, investment management, financial planning, as well as insurance and trust services. Osaic caters to various market segments, including financial services, information technology, software, cybersecurity, manufacturing, and private equity industries.

Osaic is currently one of the nation's largest providers of wealth management solutions, supporting approximately 11,000 financial professionals and managing over $700 billion in assets. Jamie Price serves as the CEO, with Shannon Reid appointed as President and Head of Advisor Growth & Engagement in January 2026. The company has been actively expanding through strategic acquisitions, including CW Advisors, LLC in June 2025 and Lincoln National Corporation's wealth management business in December 2023. In April 2026, Osaic, Inc. underwent a recapitalization of USD 2 billion by a consortium led by Ares Management, Lexington Partners, and Bain Capital.