Osaic Holdings:

One of the Largest Independent Broker/Dealers

Recently Released!!!
Date Published: Jannuary 17, 2024
Summary PowerPoint Deck: 26 Slides
Reference PowerPoint Deck: 637 Slides


Osaic Holdings was founded as AIG Financial Advisors by American International Group (AIG) in 2004. The firm is based in Phoenix, AZ. Osaic Holdings has 2,300 employees, 11,950 financial advisors, $545 billion assets under management & administration, and $4.2 billion gross revenues. Osaic Holdings is led by its CEO Jamie Price. Osaic Holdings is privately owned. Its web site can be found at www.osaic.com

This research addresses the key historical phases of Osaic Holdings, including:

  • AIG Financial Advisors Phase
  • Advisor Group Phase
  • Osaic Holdings Phase
Its profile includes the key statistics of Osaic Holdings, including its number of employees, financial advisors, assets under management & administration, and gross revenues.

Its profile includes detailed outlines of its core businesses, including:

  • Independent Channel
  • RIA Solutions Channel
  • Institutions Channel

And its profile concludes with the highlights of its organizational structure & ownership.





































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