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- Custodian
- Assetmark · Broadridge · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-07-1952
- Office Locations
- 395
Office Locations
About Osaic Institutions, Inc.
Osaic Institutions partners with financial professionals and institutions, providing advisory services that extend an advisor’s investment team alongside fee-based portfolios. Teams support equity and fixed income trading (including institutional portfolio assistance), insurance case design, and trust/estate planning solutions. The platform also offers compliance and relationship management support, plus on-demand training and a proprietary lead-generation program. Unique: direct access between portfolio managers and end-clients during reviews.
Reported data analysis
What the numbers show
Between October 21, 2025 and July 30, 2026, reported AUM increased 61.4%, from $4.0B to $6.5B.
Across 5 reported observations, AUM increased 129.1% between November 1, 2022 and July 30, 2026, from $2.8B to $6.5B.
Of the latest reported AUM, 63.2% is discretionary and 36.8% is non-discretionary.
The firm reports 478 advisory representatives and 16,319 clients, or 34.1 clients per representative. That equates to $397.9K in reported AUM per client.
The profile lists 395 reported office locations and 74 years in operation. The source data was last updated on August 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
STEPHEN PAUL AMARANTE
Chief Executive Officer, DIRECTOR, President
- CRD
- #3165067
- Ownership
- Less than 5%
GREGORY ALLEN CORNICK
Chief Executive Officer, DIRECTOR, President
- CRD
- #3132991
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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KEVIN JAMES ABRAMS
Accountant
- CRD
- #6427448
ROSEMARY CAROLINA ABREU
--
- CRD
- #4868136
Showing 2 of 729 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,105,335,254 | $486,645 |
| Non-Discretionary | $2,388,666,624 | $691,165 |
| Total | $6,494,001,878 | $546,082 |
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Separately Managed Accounts
SMA allocation detail is available
Osaic Institutions, Inc. has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Osaic Institutions, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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