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Why Osaic?

Osaic is the nation's second largest independent wealth management firm, with over 11,000 Financial Professionals, $653 Billion in managed assets, and over 4 million clients in their ecosystem. Osaic is dedicated to empowering financial advisors with the resources and support they need to deliver exceptional service to their clients. They act as the behind-the-scenes structure, with some of the best technology in the industry and a strong support team spanning all areas of the business. With a commitment to innovation and integrity, Osaic provides a wide range of services, including investment management, retirement planning, and comprehensive financial advice.

One of the largest strengths of Osaic is that as the financial professional, you have full freedom to run your business how you want, with some of the highest payouts in the entire industry. With Osaic, you'll get access to tons of support, ranging from marketing, transition support, training, business development, compliance help, succession planning, continuity planning, 24/7 backend support, and superior technology, if you choose to use them.

Osaic’s reputation is built on a foundation of trust and expertise, ensuring that clients receive personalized solutions tailored to their unique financial needs.

Osaic Northwest
Unlock Industry-Leading Technology with Osaic

Unlock Industry-Leading Technology with Osaic

Partnering with Osaic provides you with access to cutting-edge technology, empowering your business to thrive.

Our proprietary platform, OneHub, offers a suite of 52 integrated applications designed to enhance various aspects of your business, including:

► Client Account Management
► Marketing Tools
► Document Creation
► Market Insights
► Financial Tools
► Coaching and Training
► Comprehensive Support
► Compliance Assistance
► Backend Operations
► Cybersecurity
► And much more

With Osaic, you gain the tools and resources needed to optimize your business operations and drive success.


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