Wealth Manager
    SEC Registered
    Manages Private Funds

    Osaic Advisory Services, LLC

    Registered investment advisor · Atlanta, Georgia · CRD #171070

    Assets Under Management
    $15.5B
    Client Accounts
    50,459
    Employees
    2,180
    CRD Number
    171070
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Fidelity Brokerage Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Osaic Advisory Services, LLC

    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 h

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Osaic Advisory Services, LLC

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    Frequently Asked Questions

    What is Osaic Advisory Services, LLC's AUM?

    Osaic Advisory Services, LLC reports approximately $15.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Osaic Advisory Services, LLC headquartered?

    Osaic Advisory Services, LLC is headquartered in Atlanta, Georgia.

    What is Osaic Advisory Services, LLC's CRD number?

    Osaic Advisory Services, LLC's CRD number is 171070. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Osaic Advisory Services, LLC manage?

    Osaic Advisory Services, LLC manages approximately 50,459 client accounts according to its latest SEC filing.

    Is Osaic Advisory Services, LLC SEC registered?

    Yes, Osaic Advisory Services, LLC is registered with the SEC as an investment adviser with an approved registration status.

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