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- Custodian
- Altruist · Assetmark · Charles Schwab & Company · Fidelity/NFS · LPL Financial · Pershing · SEI · TD Ameritrade · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-24-1984
- Office Locations
- 4,553
Office Locations
About Osaic Wealth, Inc.
Osaic Wealth, Inc. is a large U.S. provider of wealth management solutions supporting a service-driven network of 11,000+ financial professionals across 270+ financial institutions. The firm helps advisors deliver financial planning and portfolio construction, including ETFs, mutual funds, alternatives, and insurance/annuity solutions. Distribution teams get reach into both retail and institutional channels, with workflows tied to platforms such as Envestnet and Black Diamond.
Reported data analysis
What the numbers show
Between December 10, 2025 and August 28, 2026, reported AUM increased 17.3%, from $200.3B to $234.9B.
Across 5 reported observations, AUM increased 731.4% between December 5, 2022 and August 28, 2026, from $28.2B to $234.9B.
Of the latest reported AUM, 68.6% is discretionary and 31.4% is non-discretionary.
The firm reports 7,143 advisory representatives and 632,172 clients, or 88.5 clients per representative. That equates to $371.5K in reported AUM per client.
The profile lists 4,553 reported office locations and 42 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
- Asset Classes
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full Osaic Wealth, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
GREGORY ALLEN CORNICK
Chief Executive Officer, DIRECTOR, President
- CRD
- #3132991
- Ownership
- Less than 5%
ERINN JUNE FORD
Chairman, DIRECTOR, Executive Vice President
- CRD
- #2176816
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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MARK JAY AASEN
Compliance Officer
- CRD
- #4343046
TZVI ABARANOK
Financial Advisor
- CRD
- #1747595
Showing 2 of 11570 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $161,043,781,269 | $279,609 |
| Non-Discretionary | $73,814,737,471 | $268,576 |
| Total | $234,858,518,740 | $276,045 |
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Separately Managed Accounts
SMA allocation detail is available
Osaic Wealth, Inc. 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
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Osaic Wealth, 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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