Osaic Advisory Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 31, 2026, reports $15.5B in regulatory assets under management, 2,180 employees, 200 offices, and 50,459 accounts.
Assets Under Management
$15.5B
Employees
2,180
Offices
200 offices
Total Clients
29,898
Primary office
ATLANTA, GA
2300 WINDY RIDGE PARKWAY, SUITE 750, ATLANTA, GA, United States
Top client segmentIndividuals represent 86.2% of total clients.
Top client categories% of clientsClients
1
Individuals
86.2%
25,761
2
HNWI
12.6%
3,755
3
Corporations
0.9%
274
4
Pension Plans
0.2%
70
5
Charitable
0.1%
38
Categories with <5 clients
Banking or thrift institutions<5 clients
Insurance companies<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$15.5Bas of March 31, 2026
Discretionary97.9%
$15.2B
98% of total RAUM97.9%
Non-discretionary2.1%
$327M
2% of total RAUM2.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$15.5B
Total Accounts50,459
10Y AUM Change+$14.9B (+2756.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2,180
Clients per Employee14:1
10Y Employee Change+2,156 (+8983.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.