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| Osaic Advisory Services LLC
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|---|---|
| CRD # | 171070 |
| SEC # | 801-80075 |
| CIK # | 0001682267 |
| AUM | 15.48 B (2026-06-07) |
| Employees | 2,180 (16% Investors, 38% Brokers) |
| Phone | 866-580-8219 |
| Address | 2300 Windy Ridge Parkway Atlanta, GA 30339 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Apple Inc | 2.0 | |
| Nvidia Corp | 1.5 | |
| Microsoft Corp | 1.0 | |
| Amazon Com Inc | 0.8 | |
| Alphabet Inc | 0.6 | |
| Alphabet Inc | 0.4 | |
| Broadcom Inc | 0.4 | |
| Facebook Inc | 0.4 | |
| J P Morgan Chase & Co | 0.4 | |
| SPDR Gold Trust | 0.4 |
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 25,761 | 6.1 |
| (b) Individuals (high net worth individuals) | 3,755 | 8.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 70 | 0.0 |
| (h) Charitable organizations | 38 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 274 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 50,459 | 15.5 |
| By Discretionary | ||
| Discretionary | 49,560 | 15.2 |
| Non-Discretionary | 899 | 0.3 |
| Total | 50,459 | 15.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 15.5 | |
| Total | 50,459 | 15.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001682267] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 170 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
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IA | 17.02 B |
|
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Bleakley Financial Group LLC
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CliftonLarsonAllen Wealth Advisors LLC
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Congress Asset Management Company LLP
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MA | 14.20 B |
|
Federated Global Investment Management Corp
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Goldman Sachs Asset Management Singapore PTE Ltd
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13.78 B |