Osaic

Osaic is one of the largest independent broker-dealer networks in the United States, built through a series of acquisitions that consolidated firms including Securities America, Woodbury Financial Services, American Portfolios, and Infinex Financial Group under a single brand. The network traces its lineage to 1988 and operates today under private equity ownership via Reverence Capital Partners. Its primary offering is a supported independence model: financial professionals and advisory teams affiliate with Osaic to access its platform, technology, and back-office infrastructure while retaining their own client relationships and practice identity.

For advisory teams that serve high-net-worth and private wealth clients, Osaic offers an open-architecture wealth management platform powered by Envestnet technology. The platform supports four distinct advisory program types:

• Unified Managed Accounts for multi-strategy consolidation within a single account
• Genesis Model Portfolios using a curated lineup of third-party strategists
• Separately Managed Accounts for clients with complex investment needs
• Advisor Managed Portfolios for full rep-directed portfolio construction

Subsidiaries including Ladenburg Thalmann Asset Management (over $4 billion AUM) and Premier Trust (a Nevada trust company administering more than 5,000 trusts and $1.5 billion in assets) extend the platform into asset management and trust administration. Highland Capital Brokerage adds life insurance and annuity distribution capacity.

Osaic is not a family office service provider in the traditional sense and does not appear to offer dedicated family office reporting, multi-entity accounting, or consolidated alternative asset tracking. Its relevance to the family office market is indirect: advisory teams serving family clients operate under its infrastructure, and the platform’s appeal rests on scale and practice management support rather than bespoke private wealth tooling. Pricing is not publicly disclosed.