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.

• Supporting independent advisory practice operations through affiliated broker-dealer infrastructure
• Delivering managed account programs via an open-architecture investment platform
• Providing trust administration through Premier Trust subsidiary
• Facilitating succession planning and advisory team transitions
• Distributing life insurance and annuity products through Highland Capital Brokerage

• Unified Managed Accounts combining multiple advisory programs in a single account
• Genesis Model Portfolios with third-party strategist lineup
• Separately Managed Accounts for complex client needs
• Advisor Managed Portfolios for rep-directed portfolio construction
• Open-architecture technology integration via Envestnet
• Nevada trust administration via Premier Trust
• Life insurance and annuity distribution via Highland Capital Brokerage
• Office of Supervisory Jurisdiction (OSJ) support model
• Business development and succession planning resources
• Financial planning tools and educational resources for affiliated advisors

Built for Advisors / Wealth Advisors (RIA), Private Wealth Owners / Principals.

Advisor portal access, dedicated client services phone lines, email for prospective advisors and institutions