# Osaic Advisory Services

Osaic Advisory Services is a Bank / Wealth / Trust based in Atlanta, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Atlanta, United States
- **Region:** North America
- **Address:** Atlanta, GA, United States
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** osaic.com

## Regulatory record

- **CRD number:** 171070
- **SEC file number:** 801-80075
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/171070

## About

Osaic Advisory Services is an SEC-registered investment adviser in Atlanta, GA, registered since 2014. The firm manages $15.5 billion in assets, with $15.2 billion on a discretionary basis. It has 2180 employees and 344 investment advisers.

## Questions

### How did Osaic Advisory Services come into existence?

Osaic was formed in 2023 when Advisor Group, a holding company for several independent broker-dealers, consolidated its eight legacy firms under a single brand. The legacy firms — including Royal Alliance, SagePoint Financial, and FSC Securities — had operated under separate identities for decades. The rebranding was designed to simplify the firm's go-to-market strategy and unify technology platforms for its affiliated advisors.

### Who owns Osaic Advisory Services?

Osaic is backed by Reverence Capital Partners, a private equity firm that acquired a majority stake in Advisor Group in 2019 alongside existing management and other institutional investors. Reverence Capital focuses on financial-services investments and has a history of scaling distribution platforms before exiting via sale or public listing.

### Does Osaic manage its own investment funds or direct deals?

Osaic does not operate as a traditional asset manager running proprietary commingled funds or direct private investments. Instead, it provides a platform that gives affiliated independent financial advisors access to third-party investment products, model portfolios, and advisory programs. The firm's role is primarily regulatory oversight, clearing, technology, and product due diligence.

### What type of financial professionals affiliate with Osaic?

Osaic's network consists of independent financial advisors who operate their own practices. Many are dually registered as both registered representatives of the broker-dealer and investment adviser representatives of the RIA. The firm targets advisors who want infrastructure support — compliance, clearing, practice management — without being employees of a wirehouse.

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Last updated: 2026-06-03T20:00:00.000Z

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