OSAIC is one of the leading independent wealth management and brokerage service platforms in the United States. The company is dedicated to supporting independent financial advisors, registered investment advisors (RIAs), and financial institutions by providing a comprehensive technology platform, compliance support, and product resources. Leveraging professional asset allocation tools and research systems, OSAIC assists advisors in developing personalized wealth management strategies for their clients. Currently serving over 10,000 independent advisors with assets under management reaching hundreds of billions of dollars, OSAIC holds a leading position in the industry. With its scale and innovative capabilities, OSAIC is driving continuous development and advancement in the independent wealth management sector.
OSAIC’s core business model focuses on offering holistic support services to independent financial advisors and enterprises. These services are designed to help advisors better operate their businesses and serve their clients, primarily including:
- Broker-Dealer and RIA Services: Providing securities trading, investment product access, and compliance support.
- Integrated Wealth Management Solutions: Including retirement income planning, investment management, and financial planning.
For years, OSAIC has been committed to fostering a corporate culture rooted in its core values:
Entrepreneurship, Innovation, Self-Discipline, Collaboration, and Integrity.
Disclaimer: The information provided in this press release does not constitute an investment invitation, nor does it constitute investment advice, financial advice or trading advice. You are strongly advised to conduct due diligence before investing, including consulting a professional financial advisor.