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Osaic
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<p>Osaic, formerly known as Advisor Group, is an American wealth management firm. The firm serves approximately 11,600 financial professionals managing more than $653 billion in assets. While Osaic was initially a network of independent broker-dealers, in 2023, the company began the process to integrate all the firms under the Osaic brand and service platform. The remaining broker-dealers that will be integrated in 2024 include American Portfolios, Lincoln Financial Advisors, and Triad Advisors. Osaic also has four Advantage Companies: Highland Capital Brokerage, Ladenberg Thalmann & Co., Inc., Ladenberg Thalmann Asset Management, and Premier Trust. </p><p>Though its headquarters is in Scottsdale, AZ, the firm has locations across the U.S. including Oakdale, MN; New York, NY; Jersey City, NJ; and Atlanta, GA. Osaic is a portfolio company of Reverence Capital Partners. </p><p>The CEO of Osaic is Jamie Price. </p>