firm
Osaic Wealth, Inc.
SCOTTSDALE, AZ
CRD: 23131
In network coverage since August 27, 2026 · 1 story
$235BRegulatory AUMSEC Form ADV · Oct 17
8,979EmployeesForm ADV
Network coverage
The Wrap
Liftouts Turn Inward as Independents Raid Their Own
The same day brought a $1.6 billion Cambridge-to-LPL move, two four-advisor teams to Osaic, and a $1 billion Citizens grab — evidence that independent platforms now compete on capital, not just independence.