Osaic Wealth is one of the nation’s largest independent wealth management firms, with a history rich in growth and innovation. Osaic has always had one primary goal: to provide the best technology, resources, and services us so we can focus on providing objective investment solutions to you.Our business is built on a foundation of thoughtful client relationships.
Our Strategic Relationship: Osaic Wealth
We are proud to align with Osaic Wealth, one of the largest and most respected independent wealth management firms in the United States. Formerly known as Advisor Group, Osaic serves thousands of independent financial professionals and provides the robust infrastructure, compliance support, and technology needed to serve clients at the highest level.
Osaic Wealth empowers us to remain fully independent—free to act solely in your best interest—while benefiting from the scale, stability, and resources of a national firm. Their deep industry expertise and commitment to innovation allow us to deliver a seamless client experience backed by a powerful support system.
Through our partnership with Osaic, we are able to offer:
Independent, personalized advice backed by institutional strength
Access to a broad array of investment solutions and financial tools
Rigorous compliance oversight and fiduciary support
Cutting-edge technology to manage and monitor your financial life
This relationship strengthens our ability to serve you with the personalized attention of a boutique firm and the infrastructure of a leading financial institution—all designed to help you achieve your long-term goals with confidence and clarity.
Many of the world’s most sophisticated and successful financial services firms have relied on BNY Pershing as the leader in clearing and custody services for 85 years. As the industry's largest provider of clearing and settlement solutions, it allows them to facilitate dialogue and bring the best solutions to all clients.
$2.5+ trillion in global client assets*
*As of March 31, 2025
Our Custodian Relationship: Pershing LLC
To ensure our clients receive the highest standard of asset protection, operational efficiency, and service, we custody client assets with Pershing LLC, a BNY Mellon company.
Pershing is one of the industry’s most established and respected clearing and custody firms, with over 85 years of experience serving financial professionals and institutions. As a wholly owned subsidiary of BNY Mellon—one of the world’s largest and most trusted financial institutions—Pershing combines strength, stability, and cutting-edge technology to safeguard your investments.
Our relationship with Pershing empowers us to maintain our independence while providing you with:
Secure and transparent custody of assets
Reliable trade execution and settlement
Comprehensive account access and reporting
Advanced cybersecurity and compliance infrastructure
With Pershing as our custodian, your assets are held by a firm known for financial strength, global reach, and a deep commitment to investor protection. This strategic partnership supports our mission to deliver clarity, confidence, and continuity in every aspect of your financial life.
Today's firms need the right tools, resources, and support to drive future results. With Fidelity Institutional℠
As part of our commitment to providing our clients with security, transparency, and industry-leading service, we have chosen to custody client assets with National Financial Services LLC (NFS), a Fidelity Investments company.
NFS is one of the largest and most trusted clearing and custody firms in the financial services industry, supporting thousands of financial advisors and institutions nationwide. As a wholly owned subsidiary of Fidelity Investments—one of the most respected financial services providers in the world—NFS brings decades of experience, robust technology, and institutional-grade safeguards to the management and protection of your assets.
This strategic relationship allows us to maintain our independence while giving you access to:
Secure custody of assets
Clear, timely trade execution
Comprehensive account reporting
Industry-leading cybersecurity protocols
By partnering with NFS, we ensure that your investments are held with a reputable, financially strong institution that shares our commitment to integrity and long-term client success.
Our Wealth Management Platform (WMP), powered by Envestnet, is an integrated delivery of the research and investment products
Our Technology & Investment Platform: Envestnet
To provide our clients with a sophisticated, transparent, and personalized investment experience, we leverage the power of Envestnet—a leading wealth management platform used by top financial professionals across the country.
Envestnet is a premier provider of integrated portfolio, practice management, and reporting solutions, trusted by thousands of advisors and institutions to help deliver better financial outcomes. Their technology allows us to build customized investment strategies, access institutional-level research, and manage portfolios with precision and efficiency.
Our relationship with Envestnet gives you access to:
Comprehensive, goals-based investment solutions
Streamlined performance reporting and account visibility
Robust risk management and oversight tools
Cutting-edge financial technology for a seamless client experience
By integrating Envestnet into our process, we combine personalized financial planning with the scale and intelligence of one of the industry’s most advanced platforms—empowering us to deliver advice that is both tailored and data-driven.