ICG next

What changed

Managing partner of Wall Township, N.J.-based ICG next, which moved roughly $2.3B in client assets and about 21 financial advisers from LPL Financial to Osaic, with an additional office in Melville, N.Y.

Reported / discovered

Oct 21, 2026

Effective

Not reported

New role

Managing Partner

Previous role

Not reported

Market

Wall Township, NJ

Reported book

$2.3B

Reported team size

22 people

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

1 observations consolidated into one event.