Registered
investment advisors
Our goal is to ensure that you grow your enterprise value by accessing our technology, our expertise, and our scale – no matter how you choose to affiliate with us.
Confidence wherever you go
In addition to a flexible and proven back office RIA platform, we also offer consulting, operational support, and advanced technology tools. But most importantly, we believe developing a strong relationship with advisors, one that gives us a true understanding of their vision, is the best way to build a sustainable and enjoyable business.
Services & solutions
Our team is committed to timely, accurate and warm responses to your inquiries. We host training on a regular basis so your staff can stay up-to-date on procedures and best practices.
Best-in-class technology
Leveraging our scale and dedicating resources to continuous industry evaluation, we are able to bring our financial professionals a technology powerhouse.
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Adaptable CRM system
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Comprehensive portfolio analytics
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Consolidated & performance reporting
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Block and model trading
Flexible structure
Osaic relieves the expense and headache of regulatory navigation by offering a flexible RIA structure that allows you to provide advice in your unique way.
Corporate RIA
Reinforce your strategic plan with indispensable assets and reduce your exposure to risk.
Independent RIA
Maintain total freedom in your business, while Osaic bolsters your firm with essential resources.
Employee advisor
Seamlessly unite with the foremost financial advisory network while maintaining your entrepreneurial spirit.