Stronger communities.
Greater possibilities.
Founded in 1958, Osaic has evolved alongside generations of financial professionals, adapting to a changing industry while remaining focused on one core belief: success is personal.
That's why Osaic combines personal partnership, expert guidance and insights, and meaningful choice to help financial professionals lead with confidence and pursue success on their own terms.
Across the country. Close to home.
From coast to coast, Osaic financial professionals are building businesses, serving clients, and strengthening the communities that count on them.
Osaic has hubs in seven states, with affiliated financial professionals in all 50.
Across the country. Close to home.
From coast to coast, Osaic financial professionals are building businesses, serving clients, and strengthening the communities that count on them.
Osaic has hubs in seven states, with affiliated financial professionals in all 50.
CORE to who we are
Curiosity. Ownership. Relationships. Excellence.
These CORE values shape how we work, how we make decisions, and how we show up for financial professionals, their clients, and one another.
Leadership with an eye on the future
United by a shared vision, our leadership team is committed to helping financial professionals build businesses that are aligned with their ambitions and achieve success on their own terms.
Moments That Matter
Empowering wealth isn’t just about numbers. It’s about turning decimal points into defining moments.
Meet the financial professionals helping clients turn plans into possibilities and navigate moments that can change lives.
The Osaic Foundation
Our 501(c)(3) private charitable foundation, The Osaic Foundation, allows our financial professionals and employees to join forces to volunteer, support meaningful causes, and make a positive difference in the communities where we live and work.
Bring your talents to Osaic
Whether you're building technology, supporting financial professionals, developing investment solutions, or helping the business grow, your work contributes to something larger: helping financial professionals better serve the people who count on them.