Osaic, formerly known as Advisor Group, is an American wealth management firm. The firm serves approximately 11,600 financial professionals, managing over $653 billion in assets. While Osaic was initially a network of independent broker-dealers, in 2023, the company began the process of integrating all the firms under the Osaic brand and service platform. Osaic Wealth helps us serve your financial needs by providing us with tools and resources to manage your account and develop appropriate investment solutions based on your goals. For more information visit https://osaic.com/.
Orion Portfolio Solutions’ goal is to provide advisors more time to offer better quality service and financial guidance, ultimately helping you realize your investment goals. They are committed to high standards of personal service and investment options. As a national provider of investment, reporting and service solutions, we believe everything we do and offer must benefit advisors and their clients.
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Our independent third-party custodian, Charles Schwab, is responsible for safekeeping your assets. Schwab provides us with custodial, trading, and business consulting services.