Osaic Advisory Services, LLC
Atlanta, GA·SEC-registered · CRD #171070
Osaic Advisory Services, LLC is an SEC-registered investment advisory firm in Atlanta, GA managing $15B across 51k client accounts, with 344 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$15B
Client accounts
51k
Advisory staff
344
Fee model
Fee-based
How Osaic Advisory Services, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
BEFORE YOU CALL OSAIC ADVISORY SERVICES, LLC
See how Osaic compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Osaic Advisory Services, LLC. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Osaic Advisory Services, LLC? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Osaic Advisory Services, LLC
How much does Osaic Advisory Services, LLC manage?
Per its most recent SEC Form ADV filing (06/07/2026), Osaic Advisory Services, LLC reports $15B in regulatory assets under management across roughly 51k client accounts.
How does Osaic Advisory Services, LLC charge?
Osaic Advisory Services, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Osaic Advisory Services, LLC a fiduciary?
Yes. Osaic Advisory Services, LLC is registered with the U.S. Securities and Exchange Commission (CRD #171070), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Osaic Advisory Services, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Osaic Advisory Services, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Atlanta, GA
Profile compiled from Osaic Advisory Services, LLC's public SEC Form ADV filing (CRD #171070, filed 06/07/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Osaic Advisory Services, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Osaic Advisory Services, LLC? Claim this profile.