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Osaic Wealth, INC.

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Assets Under Management

$200.3B

Number of Clients

574,829

Number of Advisors

9179

Average Client AUM

$348K

AUM per Advisor

$21.8M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Osaic Wealth, Inc. provides investment advisory products and services through financial advisors. Services include advisor-managed portfolios, unified managed accounts, and third-party advisory services. They also offer financial planning and consulting services tailored to client needs, ranging from comprehensive plans to specific topics like retirement and education planning.

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Location

18700 N. Hayden Road, Suite 255, Scottsdale, AZ, 85255

9179 Advisors at this firm

Rick Scott Shapiro
RS
Rick Scott Shapiro
AZ
Aadil Haroon Zaman
AB
Aaron Bishop
AJ
Aaron Daniel Jones
AJ
CFP
Aaron David Jensen
AS
CFP
Aaron D Schindler
AA
Aaron Eugene Adams
AH
Aaron Hesselink
AS
Aaron Keith Schneider
AS
Aaron Lee Smith
AC
Aaron Michael Cooperband
AO
Aaron Michael Oudbier
AJ
Aaron Nazar Johnson
AH
Aaron Neil Harkavy
AT
CFP
Aaron Paul Titze
AP
Aaron Plaskas
AS
Aaron Schrader
AF
CFP · ChFC
Aaron Stephen Farnsley
AR
Aaron Theo Reyer
AN
Aaron Timothy Nelson
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