RIA Intel›Advisers›Georgia›OSAIC ADVISORY SERVICES, LLC

OSAIC ADVISORY SERVICES, LLC

Advisory

N·ATLANTA, GA

Data as of Jan 6, 2026 · Source: SEC Form ADV

Total AUM

$12.5B

1-Year AUM Growth

0.0%

3-Year CAGR

-1.6%

Employees

389

Assets Under Management

Total AUM$12.5B

Discretionary AUM$12.0B

Non-Discretionary AUM$426M

Discretionary %96.6%

Total Clients28,410

Team

Total Employees389

Investment Advisers2,594

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record130

First FilingJul 3, 2014

Latest FilingJan 6, 2026

🔒 Full AUM trend chart and 130 historical filings spanning 12+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on OSAIC ADVISORY SERVICES, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.