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OSAIC ADVISORY SERVICES, LLC
CRD 171070 · SEC 801-80075
2300 WINDY RIDGE PARKWAY, SUITE 750, ATLANTA, GA, 30339, United States
Phone
866-580-8219
Fax
678-291-9706
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$15.48B
Discretionary AUM
$15.15B
Team
2180 total employees; 344 advisory reps; 170 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-07
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 25761 | $6.12B |
| High net worth individuals | 3755 | $8.89B |
| Pension/profit sharing plans | 70 | $21.6M |
| Charitable organizations | 38 | $63.2M |
| Corporations/business entities | 274 | $386.6M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.aharris.yournextphase.com/
- https://www.kampstra-wm.com/
- https://www.proplanwealth.com/
- https://www.bloomfieldhillsadvisory.com/
- https://www.bluewaterswealth.com/
- https://www.johnkoyle.com
- https://www.myargam.com
- https://www.plan.johnkoyle.com
- https://www.wiswellfinancial.com
- https://www.seabreezewealthmanagement.com
- https://www.mwmadvisors.com/
- https://www.northriverfinancial.net/
- https://www.headinvestmentpartners.com/
- https://www.rightfinancialadvisor.com/
- https://www.gandpfinancial.com/
- https://www.76wealth.com/
- https://www.wmsgrandcounty.com
- https://www.oceancrestwm.com
- https://www.esparzagroup.com
- https://www.advicepoint.com/
- https://www.scm-wealth.com
- https://www.emicoadvisory.com/
- https://www.parsonsinvestments.splashthat.com.
- https://www.papawealthmgt.com
- https://www.emfinancial.com
- https://www.bycoffgroup.com/
- https://www.servetwealth.com/
- https://www.robare-jones.com/
- https://www.friersoncapital.com/
- https://www.justaboutretirement.com/
- https://www.thewealthplancompany.com/
- https://www.upstatefinancialnetwork.com/
- https://www.rhamm.yournextphase.com/
- https://www.justaboutwealth.com/
- https://www.sw-advisors.com/
- https://www.glcapitaladvisors.com/
- https://www.whitecliffwealthmanagement.com/
- https://www.investmentdesigners.com
- https://www.indiconinc.com/
- https://www.empowerwealthmgmt.com/
- https://www.platinumbridgewealth.com/
- https://www.sorensenwealth.com/
- https://www.fcmfinancial.com
- https://www.morgancapitalsolutions.com/
- https://www.baronsfinancialstrategies.com/
- https://www.jobinfinancial.com/
- https://www.dgmcmillin.com/
- https://www.gvfinancial.biz/
- https://www.tribefinancialgroup.com/
- https://www.toddlarmer.com/
- https://www.hersheywealth.com/
- https://www.ascentfinancialgroup.com/
- https://www.robertswealthmgmt.com/
- https://www.nsadvisors.com
- https://www.lifsg.com
Official SEC filing: View on IAPD