Osaic, formerly known as Advisor Group, is one of the nation’s largest providers of wealth management solutions, headquartered in Scottsdale, AZ. The firm supports over 11,000 financial professionals and more than 270 financial institutions, collectively managing assets exceeding $700 billion.

In 2023, Advisor Group rebranded as Osaic, initiating a strategy to unify its network of independent broker-dealers under a single brand and service platform. This consolidation aims to streamline operations and enhance service delivery to its advisors and clients.

Attached is the results of the unification of eight brands — Advisor Group, FSC, Ladenburg, Lincoln Financial, Royal Alliance, SagePoint Financial, Securities America, and Woodbury Financial — under the Osaic umbrella.

Visionary but not over-promising / Approachable but not patronizing / Confident but not cocky / Smart but not exclusionary / Spirited but not too casual