Advisor Group

Osaic, formerly known as Advisor Group, is a leading network of independent wealth management firms in the United States. Following its acquisition by Reverence Capital Partners, the company consolidated its multiple broker-dealer firms (including American Portfolios, FSC Securities, Infinex Investments, Royal Alliance Associates, SagePoint Financial, Securities America, Triad Advisors, and Woodbury Financial Services) under the single brand name "Osaic" in 2023. The company's mission is to provide its affiliated financial professionals with the tools, technology, and support necessary to offer comprehensive financial advice and wealth management solutions to their clients, fostering a culture of independence and entrepreneurial growth.