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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-17-2014
- Office Locations
- 171
Office Locations
About Osaic Advisory Services, LLC
Osaic Advisory Services, LLC (Osaic) is an Atlanta-based wealth management solutions provider supporting a large network of financial professionals and institutions. The firm offers financial planning, portfolio construction and asset management, with access to ETFs, mutual funds, fixed income and alternatives (including private credit/equity). Operates across retail and institutional channels and supports custody at Schwab and Fidelity.
Reported data analysis
What the numbers show
Between December 10, 2025 and August 28, 2026, reported AUM increased 24.1%, from $12.5B to $15.5B.
Across 5 reported observations, AUM increased 199.1% between December 20, 2022 and August 28, 2026, from $5.2B to $15.5B.
Of the latest reported AUM, 97.9% is discretionary and 2.1% is non-discretionary.
The firm reports 344 advisory representatives and 30,068 clients, or 87.4 clients per representative. That equates to $514.8K in reported AUM per client.
The profile lists 171 reported office locations and 12 years in operation. The source data was last updated on August 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- CRM
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Osaic Advisory Services, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CYNTHIA ANN HAMEL
Advisor, President
- CRD
- #3014361
- Ownership
- Less than 5%
SHAWN MICHAEL MIHAL
Chief Compliance Officer
- CRD
- #3262384
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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CHAD ALLEN ABEL
Private Wealth Advisor
- CRD
- #2692648
NASSER AHMAD
Certified Financial Planner
- CRD
- #5526341
Showing 2 of 350 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,152,871,464 | $305,748 |
| Non-Discretionary | $326,954,918 | $363,687 |
| Total | $15,479,826,382 | $306,780 |
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Separately Managed Accounts
SMA allocation detail is available
Osaic Advisory Services, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Osaic Advisory Services, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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