Osaic
Wealth Management
Osaic, formerly known as Advisor Group, is an American wealth management firm. The firm serves approximately 11,000 financial professionals and over 250 financial institutions managing more than $700 billion in assets.
Nº Q4686817 ★
Comum · Organizações
Osaic
Wealth Management
Osaic, formerly known as Advisor Group, is an American wealth management firm. The firm serves approximately 11,000 financial professionals and over 250 financial institutions managing more than $700 billion in assets.
Na Wikipédia
Texto em inglês Ainda não há artigo no seu idioma: trecho em inglês.
Osaic, formerly known as Advisor Group, is an American wealth management firm. The firm serves approximately 11,000 financial professionals and over 250 financial institutions managing more than $700 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, which it completed in early 2025. Osaic also has four Advantage Companies: Highland Capital Brokerage, Ladenberg Thalmann & Co., Inc., Ladenberg Thalmann Asset Management, and Premier Trust. Though its headquarters is in Scottsdale, AZ, the firm has locations across the U.S. including Oakdale, MN; La Vista, NE; New York, NY; Jersey City, NJ; and Atlanta, GA. Osaic is a portfolio company of Reverence Capital Partners.
Texto: Wikipédia em inglês, CC BY-SA 4.0. · Imagem: Osaic (CC0) ·
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