Osaic Wealth, originally Advisor Group, stands as a prominent network of independent wealth management firms. Based in Phoenix, Arizona, it is distinguished as one of the largest networks of independent broker-dealers in the United States. Boasting a formidable presence, Osaic Wealth comprises over 10,000 registered representatives, many of whom also serve as investment advisors. This vast network includes several broker-dealers, all unified under the Osaic brand.
The strength of Osaic Wealth lies in its collective capabilities, merging the resources and technology of multiple broker-dealers into a single, powerful entity. This consolidation amplifies our ability to support the financial aspirations of Americans, aiming to secure their financial futures and achieve prosperity. With cutting-edge technology, experienced support, and top-tier service, Osaic Wealth is uniquely equipped to guide advisors through the evolving challenges and opportunities in the wealth management sector.
Osaic Wealth respects and nurtures the distinct cultures and identities within its network. By maintaining the unique qualities that have driven the success of its constituent firms, Osaic ensures a harmonious fit for every advisor’s style, passion, and business approach. Advisors at Osaic Wealth enjoy the best of both worlds: the robust resources of a large firm and the personalized touch of a smaller organization. Our comprehensive support system, powered by a flexible open-architecture model, provides customized solutions, allowing advisors to operate their businesses in the most effective and comfortable manner.
Osaic Wealth, building on the legacy of Advisor Group, oversees an impressive portfolio, indicative of its significant market presence and stability. This is further exemplified by a high advisor retention rate and the long tenure of our advisors, reflecting our commitment to fostering lasting relationships and continual growth within our network. As a collective of dedicated financial advisors and a leader in financial services, Osaic Wealth is at the forefront of industry innovation and plays a pivotal role in shaping the financial landscape of America.
* The Retirement Group® is not affiliated or endorsed by any company or employer which includes, but is not limited to:
*AT&T, *Apache Corporation, *Altria, *Avaya, *Baker Hughes, *Bayer, *Boeing, *BP, *Bristol Myers Squibb, *Chevron, *Concho Resources, *Hughes, *fidelity.com, *Wyeth, *Northrop Grumman, *Merck, *Raytheon, *Coca-Cola ,*Qwest, *Pfizer, *Caterpillar, *ConocoPhillips, *ExxonMobil, *Sempra Energy, *San Diego Gas & Electric Company, *Southern California Gas Company, *Ameren, *Anheuser-Busch, *APL, *Bank of America, *Blackhawk Networks, *Caterpillar, *CenturyLink, *Chevron, *Citigroup, *Clorox, *Coca-Cola, *Colgate, *Con Edison, *ConocoPhillips, *Dexone, *ExxonMobil, *GlaxoSmithKline, *Halliburton, Hewlett Packard *Home Depot, *Honeywell, *HP, *IBD, Johnson Controls *Kaiser Permanente, *Kimberly-Clark, *Kinder Morgan, *Lockheed Martin, McCormick Spice, *Merck, *Monsanto, *Northrop Grumman, *Occidental Petroleum, *Pepsi, *Pfizer, *PG&E, *Phillips 66* *Phillip Morris, *Qwest, *Raytheon, *Royal Dutch Shell, *Safeway, *San Diego Gas & Electric, *Schlumberger, *Scotts Miracle Gro, *Sempra, *Siemens, *SoCal Edison, *Sony, *Southern California Edison, *Teradata, *Toyota Motor Corporation, *Tropicana, *United Parcel Service, *Verizon, *We Energies Group, *Wisconsin Energy, *Wyeth and *Verizon
Office Locations
South-West Regional Office
Austin, TX
Phone: 1-281-766-0747
Mid-West Regional Office
St Louis, MO
Phone: 1-314-858-9090
Southern California Regional Office
San Diego, CA
Phone: 1-858-404-8900.
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Securities offered through Osaic Wealth, Inc, member FINRA/SIPC. Investment advisory services offered through The Retirement Group, LLC. a registered investment advisor not affiliated with Osaic Wealth, Inc. *We are not affiliated with or endorsed by your company. This message and any attachments contain information, which may be confidential and/or privileged, and is intended for use only by the intended recipient. Any review, copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately and (ii) destroy all copies of this message. The Retirement Group, LLC is registered to conduct advisory business in the following states: AZ, CA, CO, FL, ID, IL, IN, LA, MI, MS, MO, NE, NV, NJ, NY, NC, OK, OR, SD, TX, UT, VA, WA. Through Osaic Wealth, Inc, we have advisors securities licensed in the following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, ME, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY.
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