Osaic Wealth, Inc.

Registered investment advisor · Scottsdale, Arizona · CRD #23131

Assets Under Management

$234.9B

Client Accounts

850,797

Employees

8,979

CRD Number

23131

Registration

SEC Registered

Custodian

Pershing Llc, National Financial Services Llc

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

About Osaic Wealth, Inc.

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 Wealth, Inc.

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Frequently Asked Questions

What is Osaic Wealth, Inc.'s AUM?

Osaic Wealth, Inc. reports approximately $234.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Osaic Wealth, Inc. headquartered?

Osaic Wealth, Inc. is headquartered in Scottsdale, Arizona.

What is Osaic Wealth, Inc.'s CRD number?

Osaic Wealth, Inc.'s CRD number is 23131. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.