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Scottsdale platform providing broker-dealer, RIA, technology and compliance support to independent financial advisors.
Osaic, Inc., formerly Advisor Group, Inc., is a support platform that provides broker-dealer and RIA services, technology, compliance and advisory solutions to independent financial advisors serving individual and institutional clients. Founded in 2016 and based in Scottsdale, US, the company operates through subsidiaries including FSC Securities, Sagepoint Financial and Woodbury Financial Services. CEO Jeff Sills leads the company, which was recapitalized for USD 2 billion in April 2026 by a consortium co-led by Ares Management and Lexington Partners, with Bain Capital.
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