Operating Company Financial Services

Osaic

Scottsdale, Arizona, United States

Osaic provides the support, resources, and community designed for the future of wealth management. Securities and investment advisory services are offered through affiliated broker-dealers, registered investment advisers, and other member firms (including Osaic Wealth, Osaic Institutions, Osaic Services, and Osaic Advisory Services).

Focus Areas
Wealth Management, Registered Investment Advisor (RIA), Broker-Dealer
Website
osaic.com

Tracked deals

6

6 tracked deals across 2024-2026.

Recent pace

4

4 tracked deals announced in the last 12 months.

Deal mix

Buyout

4 buyout · 2 addon

Osaic Acquisition Volume by Year

Last 3 years

Acquisition volume by year Annual acquisition counts for the last 3 years for Osaic. 1 2024 2 2025 ~4 est. 3 2026
Actual Full-year estimate

Supporting Data

Recent Transactions

  • Osaic Acquires IronGate Services (via Carlson Advisor Networks)
    August 20, 2026
    Buyer
    Osaic
    Target
    IronGate Services
    Seller
    Ameriprise Financial Services
    Industry
    Wealth Management
    Location
    Iowa, United States
    Type
    Buyout

    Osaic added Cedar Rapids, Iowa-based IronGate Services to its wealth management advisor platform, bringing approximately $367 million in client assets. IronGate affiliates through Carlson Advisor Networks, an Osaic office of supervisory jurisdiction, to gain technology, investment products, and back-office support while preserving its independent structure.

  • Osaic Affiliation Adds O'Reilly LLC via Millenia Investments Platform
    August 18, 2026
    Buyer
    Osaic, Inc., Millenia Investments LLC
    Target
    O'Reilly LLC
    Industry
    Financial Services
    Location
    Missouri, United States
    Type
    Addon

    Osaic, through its Millenia Investments platform, announced that O'Reilly LLC has joined Millenia Investments and affiliated with Osaic. The Chesterfield, Missouri-based firm led by Patrick O'Reilly brings about $250 million in client assets and will gain access to Osaic technology and investment/planning resources.

  • Osaic Acquires Du Lac Wealth Services from LPL Financial
    May 12, 2026
    Buyer
    Osaic, Inc., Reverence Capital Partners
    Target
    Du Lac Wealth Services
    Seller
    LPL Financial
    Industry
    Financial Services
    Location
    North Carolina, United States
    Type
    Addon

    Osaic, a wealth management platform backed by Reverence Capital Partners, announced that Du Lac Wealth Services has joined the firm after transitioning from LPL Financial. The Cary, North Carolina-based advisory team brings approximately $200 million in client assets and will continue serving clients under Osaic’s resources and acquisition-focused platform.

  • Osaic Adds True Wealth Advisors and Soundview Financial Group to Advisor Network
    December 7, 2025
    Buyer
    Osaic
    Target
    True Wealth Advisors, Soundview Financial Group
    Seller
    LPL Financial, Commonwealth
    Industry
    Financial Services
    Location
    United States
    Type
    Buyout

    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.

  • Osaic Acquires CW Advisors
    June 17, 2025
    Buyer
    Osaic, Inc., Reverence Capital Partners
    Target
    CW Advisors, LLC
    Seller
    Audax Private Equity
    Industry
    Financial Services
    Location
    Massachusetts, United States
    Type
    Buyout

    Osaic, a portfolio company of Reverence Capital Partners, has acquired Boston-based CW Advisors, a registered investment advisor managing roughly $13.5–14.5 billion in fee-only client assets. The deal (purchased from Audax Private Equity) expands Osaic’s scale and capabilities in the fee-only channel and high-net-worth / ultra-high-net-worth wealth management market while allowing CW Advisors to remain operationally independent.

  • Osaic Acquires Lincoln Wealth (Lincoln Financial Advisors & Lincoln Financial Securities)
    May 6, 2024
    Buyer
    Osaic, Inc., Reverence Capital Partners
    Target
    Lincoln Financial Advisors Corporation, Lincoln Financial Securities Corporation
    Seller
    Lincoln National Corporation, Lincoln Financial Group
    Industry
    Wealth Management
    Location
    Pennsylvania, United States
    Type
    Buyout

    Osaic, a portfolio company of Reverence Capital Partners, has completed the acquisition of Lincoln Wealth — Lincoln Financial Advisors Corporation and Lincoln Financial Securities Corporation — from Lincoln National Corporation / Lincoln Financial Group. The deal transfers roughly 1,400–1,450 financial professionals and about $115 billion in assets under management to Osaic and was reported to provide Lincoln with approximately $650 million of capital benefit.

Related Acquisition Pages

Financial Services Buyers & Acquisitions 4 tracked deals by Osaic. Wealth Management Buyers & Acquisitions 2 tracked deals by Osaic. Acquisitions in Iowa 1 tracked deal by Osaic. Acquisitions in Massachusetts 1 tracked deal by Osaic. Acquisitions in Missouri 1 tracked deal by Osaic. Acquisitions in North Carolina 1 tracked deal by Osaic.

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