Osaic Adds True Wealth Advisors and Soundview Financial Group to Advisor Network
December 7, 2025
Osaic has expanded its national advisor platform by adding True Wealth Advisors (approximately $705 million in client assets) and Soundview Financial Group (approximately $104 million in client assets). Both independent advisory firms joined Osaic from prior affiliations (True Wealth from LPL Financial; Soundview from Commonwealth) to access Osaic's technology, operational support, and succession/capital solutions, strengthening Osaic's presence — particularly in the Mountain West and Pacific Northwest.
- Buyers
- Osaic
- Targets
- True Wealth Advisors, Soundview Financial Group
- Sellers
- LPL Financial, Commonwealth
- Industry
- Financial Services
- Location
- United States
- Transaction Type
- Buyout
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