Quick Facts
Revenue, growth and (for ranks 1–15) rep and asset figures: Financial Planning IBD Elite 2026, self-reported by firms. Other figures as noted.
About Osaic
Osaic, formerly Advisor Group, consolidated several broker-dealer brands into a single platform and is the third-largest independent brokerage by revenue. The private equity-backed firm is focused on succession capital and a supported-independence model for advisors approaching retirement.
Services Offered
Osaic provides brokerage and advisory services through Osaic Wealth and affiliated broker-dealers, the VISION2020 advisory platform, a financial institutions channel, the Osaic Advisors supported-independence model, and RIA ownership through CW Advisors. The firm also invests capital in advisor practices for succession and continuity.
Leadership
Jamie Price, CEO; majority owner Reverence Capital Partners (since 2019).
Osaic in the News
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Aug. 11, 2026
A continuation vehicle for Osaic raised more than $2 billion in fresh capital. Lexington Partners and Ares Secondaries led the deal, which was structured by owner Reverence Capital Partners.
Source: Moonfare -
July 31, 2026
Omaha-based Pearce Financial, with about $143 million in client assets, joined Osaic from Integrity Alliance.
Source: Family Wealth Report -
March 19, 2026
The Finance Couple, a Greenville, S.C. practice with $204 million in client assets, joined Osaic from LPL through the Innovative Financial Group OSJ.
Source: CB Insights
Verify Osaic on FINRA BrokerCheck
Before working with any advisor affiliated with Osaic, review the firm's and the individual advisor's registration history and disclosures on FINRA BrokerCheck.