Osaic Wealth, Inc.

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

See the firm's brochure (dated August 28, 2026) for its fees and any account minimum, on the SEC's IAPD site.

$234,858,518,740 as of October 2026, filing dated September 29, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Portfolio management for businesses (other than small businesses) or institutional clients
• Pension consulting services
• Selection of other advisers (including private fund managers)
• Educational seminars/workshops

Also doing business as

1752 FINANCIAL SOLUTIONS, LLC, 1865 WEALTH ADVISORS AT BANK ON BUFFALO, 1865 WEALTH ADVISORS AT CNB BANK, 1865 WEALTH ADVISORS AT ERIEBANK, 1865 WEALTH ADVISORS AT FC BANK, 1865 WEALTH ADVISORS AT IMPRESSIA BANK, 1ST FINANCIAL SERVICES, 1ST STEP FINANCIAL, 2 SISTERS FINANCIAL, 20/20 FINANCIAL GROUP, 20/20 WEALTH MANAGEMENT GROUP, 21ST CENTURY FINANCIAL SERVICES, 21ST CENTURY SECURITIES, 2ND OPINION PARTNERS, 3G FINANCIAL, 3RD COAST FINANCIAL, 401KCONCEPTS, 435 FINANCIAL, 457 PLAN SERVICE GROUP, 88 PROSPERITY WEALTH MANAGEMENT, A LIFE WELL SPENT, A&M FINANCIAL, A&M FINANCIAL SERVICES, A. GEOFFREY WADE FINANCIAL SERVICES LLC, A. GRAY FINANCIAL, A.B. CAMPBELL & ASSOCIATES, A.M. GINSBERG ADVISORY GROUP, A2Z WEALTH MANAGEMENT, A3 FINANCIAL PLANNING, ABD INSURANCE AND FINANCIAL SERVICES, ABELS FINANCIAL SERVICES LTD, ABSOLUTE FINANCIAL PLANNING, ACACIA WEALTH MANAGEMENT, ACADEMY FINANCIAL, INC, ACERRA & ASSOCIATES, ACORD & FONG WEALTH STRATEGIES, ACORN CONSULTING SERVICES INC, ACORN TAX AND WEALTH ADVISORS, ACOSTA WEALTH MANAGEMENT, ACRE EQUITY ADVISORS, ACT FINANCIAL SERVICES, INC, ACTUARIAL WEALTH MANAGEMENT, ADG FINANCIAL SERVICES, ADMIRAL FINANCIAL, ADV, ADVANCE FINANCIAL GROUP, ADVANCED BUSINESS PARTNERS CASCADE, ADVANCED CAPITAL STRATEGIES, ADVANCED FINANCIAL CONSULTANTS, ADVANTAGE FINANCIAL GROUP, ADVANTAGE FINANCIAL SERVICES, ADVANTAGE WEALTH MANAGEMENT, ADVENT FINANCIAL SERVICES, ADVISOR SERVICE GROUP LLC WEALTH MANAGEMENT, ADVISOR SERVICES GROUP LLC, ADVISORS FINANCIAL GROUP, AEGIS CONSULTING, AEGIS FINANCIAL PARTNERS, AERA ADVISORY AND WEALTH MANAGEMENT, AFC PLANNING GROUP, AFR FINANCIAL GROUP, AGARWOOD WEALTH, AGGREGATE WEALTH MANAGEMENT, AGP FINANCIAL, AGRIBUSINESS SUCCESSION ADVISORS, LLC, AGRIFAMILY FINANCIAL SOLUTIONS, AIELLO WEALTH MANAGEMENT, AINLEY FINANCIAL GROUP, ALABAMA RURAL ELECTRIC WEALTH ADVISORY, ALL AMERICAN WEALTH, ALL IN FINANCIAL, ALLAIRE FINANCIAL STRATEGIES, ALLEGIANCE FINANCIAL ADVISORS, INC., ALLEGIANCE FINANCIAL PARTNERS, ALLEGIANT INVESTMENTS AND INSURANCE, ALLEN WEALTH STRATEGEIS, ALLIANCE FINANCIAL SERVICES, ALLIANCE WEALTH MANAGEMENT, ALLIANT FINANCIAL SOLUTINOS, ALLIANT FINANCIAL SOLUTIONS, ALLIED ASSET MANAGEMENT, ALLIED FINANCIAL PARTNERS, ALLIED FINANCIAL SERVICES, ALLIED WEALTH MANAGEMENT LLC, ALLISON WEALTH MANAGEMENT, ALLLISON WEALTH MANAGEMENT, ALPHA OMEGA WEALTH PARTNERS, ALPINE PLANNING GROUP, ALTA FINANCIAL, ALTER RETIREMENT PLANNING, AMANDA M. BONOMI, E.A., CFP, AMERICAN BENEFIT CONSULTANTS, INC., AMERICAN BENEFIT FINANCIAL SERVICES, INC., AMERICAN FINANCIAL SERVICES, AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC, AMERICAN PREMIER FINANCIAL GROUP, AMERICAN WEALTH MANAGEMENT, AMERICAN WEALTH PARTNERS, AMERICAN WEALTH STRATEGY GROUP, AMERIFLEX, AMERIFLEX FINANCIAL SERVICES, AMERIWEALTH RETIREMENT SERVICES, AMES FINANCIAL & RETIREMENT SOLUTIONS, AMON & ASSOCIATES, AMP CONSULTING GROUP, ANCHOR WEALTH MANAGEMENT INC., ANDERSON FINANCIAL SERVICES, ANDERSON WEALTH ADVISORS, LLC, ANDERSON WEALTH MANAGEMENT, ANDERSON-HANSEN TEAM, ANDERSON-VANHORNE ASSOCIATES, ANDERSON-VANHORNE INSURANCE & FINANCIAL, ANDSTEAD ADVISORS, ANGELA MARTIN FINANCIAL, ANGELA MILLER FINANCIAL & INSURANCE SERVICES, ANN M. 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WENDT FINANCIAL PLANNING AND WEALTH MANAGEMENT, BEVERLY CURMANSKIE FINANCIAL LLC, BEVERLY HILLS FINANCIAL PLANNERS, BEYOND ASSET MANAGEMENT, BGA FINANCIAL, BGA RETIREMENT ADVISORS, BHL FINANCIAL SERVICES, BHT WEALTH MANAGEMENT, LLC, BIERALS WEALTH MANAGEMENT, LLC, BIERMAIER FINANCIAL MANAGEMENT, BIG SKY FINANCIAL PLANNING GROUP, BIRNBAUM ADVISORY, BIXBY FINANCIAL SERVICES, BJFS, LLC, BJURSTROM WEALTH MANAGEMENT, BLACK RIVER ASSOCIATES, BLADE FINANCIAL SERVICES, BLAKENEY FINANCIAL GROUP, BLANCHARD WEALTH SOLUTIONS, BLANK FINANCIAL GROUP, BLISS FINANCIAL SERVICES, BLOCK CAPITAL ADVISORS SERVICES, BLOOMFIELD HILLS ADVISORY, BLOSSER FINANCIAL SERVICES, BLUE WATER ADVISORS, BLUEBIRD WEALTH PARTNERS, BLUEMARK ADVISORS, BLUEPRINT FINANCIAL AND INSURANCE SERVICES, LLC, BLUESTONE FINANCIAL, BOB MORALES, CHFC? , CLU?, AIF, BOEDEKER INSURANCE SERVICES, BOLD VALUE, BOLIVAR INVESTMENT SERVICES, BONCZEK FINANCIAL SERVICES, BONNIE LAFFIE FINANCIAL SERVICES, BOOK & CO., BOOTH FINANCIAL GROUP, BOSTON BAY ADVISORS TEAM, BOSTON PARTNERS INSURANCE AGENCY, LLC, BOSTON STREET PRIVATE, BOTTOMS FINANCIAL, BOVEE WEALTH MANAGEMENT, BOWLIN FINANCIAL, LLC, BOYD INVESTMENT SERVICES, BOYER FINANCIAL GROUP, BOZEMAN FINANCIAL ADVISORS, BPA FINANCIAL ADVISORS, BPG WEALTH MANAGEMENT LLC POWERED BY BUSINESS PLANNING GROUP, BR WEALTH ADVISOR, BRACKER WEALTH MANAGEMENT, BRAD WERNER & COMPANY, BRADY FINANCIAL, BRANCH DEVELOPMENT PARTNERS, BRAND & COMPANY 401(K) ADVISORS AND PRIVATE WEALTH MANAGEMENT, BRANDYWINE FINANCIAL ADVISORS, BRANSTROM FINANCIAL, BRASS CITY FINANCIAL, BRECEK AND YOUNG FINANCIAL SERVICES, BRENDA CATUGNO, BRENKOVICH FINANCIAL MANAGEMENT, BRENNAN FINANCIAL GROUP, BRIDGEHEAD FINANCIAL GROUP, LLC, BRIDGES WEALTH STRATEGIES, BRIMLEY FRISCH WEALTH MANAGEMENT, BROOKSTONE WEALTH STRATEGIES, BROOM FINANCIAL SERVICES LLC, BROWN & ASSOCIATES INVESTMENT SERVICES, BROWN AND BROWN, BROWNING ADVISORY GROUP, BRUNO ASSET MANAGEMENT, BSCC FINANCIAL, BTA FINANCIAL GROUP, BTC FINANCIAL SERVICES, BUCHANAN WEALTH MANAGEMENT, BUCKLEY FINANCIAL GROUP, BULMAN FINANCIAL, BULMER FINANCIAL GROUP, BURCHAM BENEFITS, BURCHAM CAPITAL PARTNERS, BURRIS INVESTMENTS, BURROUGHS/BRALEY/ALIBRANDI WEALTH MGMT, BUSSA FINANCIAL PARTNERS, BYRON YOUNG & ASSOCIATES, LLC, C F G WEALTH MANAGEMENT, C F S WEALTH ADVISORS, C SOLUTIONS, C.B. FINANCIAL INSURANCE SERVICES,, C2FA - CHRISTOPHER CONTI FINANCIAL ADVISOR, CAL401K, CALAPOOYA CREEK, CALDERWOOD FINANCIAL STRATEGIES, CALKINS WEALTH STRATEGIES, CALLAHAN FINANCIAL STRATEGIES, CALMWEALTH PARTNERS, CAMBRIDGE FINANCIAL CONSULTANTS, CAMBRIDGE FINANCIAL SERVICES, CAMPBELL INSURANCE & FINANCIAL SERVICES, CAMPER FINANCIAL GROUP, CAMPISI FINANCIAL NETWORK, CAMPOS FINANCIAL GROUP, CANYON WEALTH MANAGEMENT AND INSURANCE SOLUTIONS, CAPE COD WEALTH STRATEGIES & INSURANCE SERVICES, LLC., CAPELLA FINANCIAL GROUP, CAPITAL ACCOUNTS, CAPITAL ACCUMULATION GROUP, CAPITAL BENEFITS, CAPITAL BUSINESS STRATEGIES, CAPITAL CONFIDENCE ADVISORS, CAPITAL HARVEST WEALTH PARTNERS, CAPITAL INSIGHT FINANCIAL GROUP, CAPITAL RESOURCE MANAGEMENT, CAPITAL STRATEGIES & INVESTMENTS ., CAPITAL WEALTH MANAGEMENT, LLC, CAPITOL CITY WEALTH, CARING FINANCIAL SERVICES LLC, CARLOZZI FINANCIAL SERVICES, CARLSON FINANCIAL GROUP, CARLTON FINANCIAL SERVICES, CARLTON PARTNERS, CAROLINA WEALTH STEWARDSHIP GROUP, CARRIAGE TRADE FINANCIAL SERVICES, CARROLL ENTERPRISES LLC, CASCADE FINANCIAL, CASCADIA WEALTH ADVISORS, CASTER FINANCIAL SERVICE, CATHLEEN PETERSEN, CAVU WEALTH ADVISORS, LLC, CAWLEY WEALTH MANAGEMENT, CEDAR BROOK GROUP, CENTERPOINTE ADVISERS, CENTINEL FINANCIAL GROUP, LLC, CENTRAL FINANICAL GROUP, CENTRUY FINANCIAL ADVISORS, CERTIFIED CONSULTING SERVICES, CF PROFESSIONAL, INC, CFA INSURANCE, CFG WEALTH MANAGEMENT, CFR CAPITAL GROUP, CFS INTEGRATED FINANCIAL SERVICES, CFS OF PUERTO RICO, CHAMPLAIN WEALTH MANAGEMENT, CHANDLER FINANCIAL GROUP, CHANNEL INVESTMENTS, CHARLETON FINANCIAL, CHARLOTTE HARBOR TRUST WEALTH MANAGEMENT, CHARPENTIER WEALTH STRATEGIES, CHARTER FINANCIAL GROUP, CHARTER OAK WEALTH PARTNERS, CHARTERED FINANCIAL PLANNING ASSOCIATES LTD, CHECKI FINANCIAL, CHEESEMAN FINANCIAL, CHEROKEE INVESTMENT SERVICES, CHERRINGTON BROTSKY CONSCIOUS CAPITAL, CHESTNUT FINANCIAL GROUP LLC, CHESTNUT STREET ADVISORS, CHISHOLM TRAIL FINANCIAL GROUP, CHOICE ADVISORS, CHOP HOUSE, CHRIS RHYNE FINANCIAL MANAGEMENT, CHRISTO FINANCIAL PLANNING, CIA COMPANIES, CITY OF OAKS WEALTH MANAGEMENT, CLARIFIED PLANNING, CLARITY CAPITAL MANAGEMENT, CLARITY FINANCIAL PLANNING, CLARK & ASSOCIATES, CLARK & COMPANY, CLARK AND ASSOCIATES, CLAUSING FINANCIAL GROUP, CLAY FINANCIAL, CLEARVIEW FINANCIAL ADVISORS, CLEARVIEW FINANCIAL SERVICES, CLEARVIEW WEALTH MANAGEMENT, CLEARVISION WEALTH MANAGEMENT, CLEMENTS GROUP, CLEVELAND FINANCIAL GROUP, CLIENT 1ST FINANCIAL LLC., CLIENT FOCUSED ADVISORS, LLC, CLINE FINANCIAL PARTNERS, CLIVE FINANCIAL SERVICES, CLODFELTER FINANCIAL SERVICES, CML WEALTH MANAGEMENT, CMR ASSOCIATES, COACH FOR RETIREES, COACTIVE WEALTH STRATEGISTS, LLC, COASTAL FINANCIAL SERVICES, COASTAL WEALTH MANAGEMENT GROUP, COBRITY FINANCIAL, COCO FINANCIAL, CODA FINANCIAL GROUP, COFFIELD CAPITAL MANAGEMENT, COFFMAN WEALTH MANAGEMENT, COGHLAN FINANCIAL GROUP, COGNITIO CAPITAL, COHEN WEALTH STRATEGIES, COLLABORATIVE WEALTH STRATEGIES, COLLINS WEALTH MANAGEMENT, COLUMBIA GROUP WEALTH MANAGEMENT, COLUMBUS ADVISORS, COMER & GREAK FINANCIAL CONSULTANTS, COMMON GOAL FINANCIAL, COMMUNITY INSURANCE & FINANCIAL SERVICES, COMPASS CONSULTING, COMPASS FINANCIAL, COMPASS FINANCIAL BY ALTMEYER, COMPASS FINANCIAL GROUP, COMPASS FINANCIAL PARTNERS, COMPASS STRATEGIC PLANNING, COMPREHENSIVE FINANCIAL ADVISORS, LLC, COMPREHENSIVE WEALTH SOLUTIONS, CONCIERGE FINANCIAL ORGANIZATION, CONFIDENTIAL BROKERAGE SERVICES, INC., CONLON FINANCIAL PLANNING, CONSCIOUS CAPITAL LLC, CONSTRUCTION PLANNING GROUP, CONSULTANTS IN WEALTH MANAGEMENT, CONSUS WEALTH MANAGEMENT, LLC, CONTINUUM CONSULTING GROUP, CONWAY FINANCIAL, COOPER INVESTMENT COMPANY, COPPER BEECH FINANCIAL GROUP, LLC, COPPER STATE WEALTH MANAGEMENT, CORBIN FINANCIAL INC., CORDELL WEALTH MANAGEMENT, CORE FINANCIAL, CORE FINANCIAL PARTNERS, CORNELL FINANCIAL, CORNERSTONE CONSULTING, CORNERSTONE FINANCIAL, CORNERSTONE FINANCIAL GROUP, CORNERSTONE FINANCIAL GROUP, INC., CORNERSTONE FINANCIAL PARTNERS, CORNERSTONE INVESTMENT GROUP, CORNERSTONE WEALTH ADVISORS, CORNERSTONE WEALTH ADVISORY & INSURANCE SERVICES, LLC, CORNERSTONE WEALTH MANAGEMENT, CORPORATE FINANCIAL ADVISORS, CORUJO ADVISORY GROUP, LLC, COSTANZO FINANCIAL SERVICES, COSTELLO AND COMPANY CPA, COTTON MILL ADVISORS, COVENANT CAPITAL ADVISORS, COX WEALTH MANAGEMENT, LLC, COYLE WEALTH MANAGEMENT, CP CAPITAL MANAGEMENT, CRAMER FINANCIAL CONSULTANTS, CREATIVE BENEFIT CONCEPTS LLC, CREATIVE BENEFITS, CREATIVE EDGE PRIVATE CLIENT GROUP, CREATIVE FINANCIAL GROUP, CREATIVE FINANCIAL STRATEGIES, CREATIVE PENSION PLANS, INC., CREATIVE WEALTH STRATEGIES, CREEL FINANCIAL SERVICES, CRESCENDO WEALTH STRATEGIES, CREST FINANCIAL GROUP, CRESTONE WEALTH ADVISORS, LLC, CRF WEALTH ADVISORS, LLC, CROSBY, TREVINO & ASSOCIATES, LLC, CROSS FINANCIAL, CROSSROADS CAPITAL MANAGEMENT, CROWN FINANCIAL PARTNERS, CTM WEALTH ADVISORS, CUE FINANCIAL GROUP, CUE FINANCIAL OF OKLAHOMA, CUI WEALTH MANAGEMENT, CURATOLO WEALTH MANAGEMENT GROUP, CURRAN FINANCIAL SERVICES, CURTIN WEALTH MANAGEMENT, CUSTER BURISH FINANCIAL SERVICES, CYSNER FINANCIAL SERVICES, INC, D&L FINANCIAL ADVISORS, D. BARRY IACONO AND ASSOCIATES, D. DOWNS FINANCE, DAHL FINANCIAL PARTNERS, DAHLMAN GAHAGEN, DAN@LIFETIMERETIREMENTPARTNERS.COM, DANIEL J. 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TRAVIS FREY, STRATEGIC INVESTMENT SERVICES, STRATEGIC LEGACY ADVISORS, STRATEGIC PRIVATE ADVISORY GROUP, STRATEGIC PRIVATE WEALTH ADVISORY, STRATEGIC WEALTH INC, STRATEGIC WEALTH LEGACY ADVISORS, STRATEGIC WEALTH PARTNERS, STRATEGIST WEALTH ADVISORS, STREET WEALTH MANAGEMENT, STRELLNER AGENCY GROUP, STRONG ADVISORY GROUP, STROYNE FINANCIAL, STRUCTURED WEALTH ADVISORS, SUCCESS EDUCATION CONSULTANTS, SUCCESSFUL FINANCIAL MANAGEMENT, SUERTH FINANCIAL SERVICES, SUMMIT EDGE ADVISORS, SUMMIT FINANCIAL ADVISORS, SUMMIT FINANCIAL ADVISORS HAWAII, SUMMIT PLANNING GROUP, SUNRISE FINANCIAL, SUNSET WEALTH ADVISORS, SUPERIORLAND FINANCIAL PARTNERS, SUSAN SWINEHART & ASSOCIATES FINANCIAL PLANNING AND INVESTMENTS, SUTTON ASSOCIATES WEALTH MANAGEMENT, SWEENEY RANGER CONSULTING, SWEENEY RANGER FINANCIAL SERVICES, SYFG, SYMMETRY FINANCIAL SOLUTIONS, SYMMETRY WEALTH STRATEGIES, SYNC WEALTH GROUP, SYNERGIA FINANCIAL GROUP, SYNERGY WEALTH PARTNERS, SYNERGY WEALTH STRATEGIES, T D FISCHER, TAG FINANCIAL SOLUTIONS, TAGGART INVESTMENTS, TAMPA BAY WALLSTREET, TAMPA BAY WALLSTREET, INC., TARA FINANCIAL GROUP, TARBET FINANCIAL FOUNDATION, TAURUS WEALTH MANAGEMENT, LLC, TAUZIN FINANCIAL GROUP, TAX AND RELAX INC., TAX LINE CORP, TCFN (THE CAROLINAS FINANCIAL NETWORK), TEACHER BENEFIT STRATEGIES, LLC., TEACHERPROS, TEAGLE FINANCIAL SERVICES, TEIXEIRA FINANCIAL GROUP, TEJEDA FINANCIAL, TELAMON FINANCIAL GROUP, TELERIN FINANCIAL LLC, TELOS FINANCIAL, TELOS WEALTH MANAGEMENT, TELOS WEALTH STRATEGIES, TEN EYCK FINANCIAL SERVICES GROUP, TENACITY ADVISOR GROUP, TENNANT & O'REILLY WEALTH STRATEGIES, TERESA M. HART FINANCIAL SERVICES, TETGMEIER2 STUMPUS, TEWES WEALTH MANAGEMENT, TEXAS WEALTH DESIGN, TH HOTTLEMAN AND ASSOCIATES, THE BARCLAY INVESTMENTS, THE BEANEY GROUP, THE BIG PICTURE FINANCIAL GROUP, THE BIG PICTURE GROUP, THE BRAUNER COMPANY, THE BUSINESS PLANNING GROUP, THE C.O.R.E. GROUP, THE CAPITAL GROUP, THE CAPITAL PLANNING GROUP, THE CHESTNUT STREET GROUP, THE COLLABORATIVE FINANCIAL GROUP, THE CURATOLO GROUP, THE DAVIS FINANCIAL GROUP, THE DEY COMPANY, THE DILWORTH FINANCIAL GROUP, THE ELITE WEALTH MANAGEMENT GROUP, THE FIRM, THE FIRM ADVISORS, THE FMA GROUP, THE FREISLICH GROUP, THE FRIEDEN AGENCY, THE GAP FINANCIAL, THE GATTS GROUP, THE GOTTLIEB ADVISORY GROUP LLC, THE GUIDANCE GROUP, THE HEALEY GROUP, INC., THE HEITKAMP GROUP, THE HOCH FINANCIAL GROUP, THE JORGENSEN GROUP, THE LILLIBRIDGE GROUP, THE LINEAGE GROUP, THE LINSKA GROUP, THE MALERI GROUP, THE MASTER'S FINANCIAL GROUP OF MICHIGAN, THE MASTERS AGENCY DBA THE MASTERS FINAN, THE MCDONALD GROUP, THE MICHAEL CORPORATION, THE MICHAEL CURATOLO GROUP, THE MORAN-HAVANSEK FINANCIAL GROUP, THE NEXT LEVEL PLANNING GROUP, THE NOLES GROUP, THE NORTHEASTERN GROUP, THE PARTNERS ALLIANCE, INC, THE PARTNERS NETWORK, THE PENSION PEOPLE, THE PILLAR FINANCIAL GROUP, THE PREPARED ADVISOR, THE RESOURCE GROUP OF ROCHESTER, THE RESOURCE GROUP OF THE CAROLINAS, THE RETTENMEIR GROUP, THE RILEY COMPANY, THE SHERRY GROUP, THE SIGNATURE GROUP OF COMPANIES REAL ESTATE SPECIALITY GROUP, THE SIMON FINANCIAL GROUP, THE SPECTRUM FINANCIAL GROUP, THE STATE BANK, THE STOCK SISTERS, THE STRATEGIC WEALTH ADVISOR, THE SULLIVAN ADVISORY GROUP, THE VISION FINANCIAL AND INSURANCE GROUP, THE WEALTH ADVISORY FIRM, THE WEALTH PROTECTION ORG., THE WEALTH TECHNOLOGY GROUP, THE WEISS GROUP, THEODORE J METZ & SON, THIRD DAY TRADING, THOMAS MOORE FINANCIAL SERVICES, THOMAS WEST FINANCIAL SERVICES, THOMEY FINANCIAL SERVICES, THOMPSON-BROOKS INSURANCE, THOROUGHBRED FINANCIAL AGENCY, THORSON FINANCIAL, THREE GENERATIONS PLANNING, THREE SIXTY WEALTH & FINANCIAL MANAGEMENT, TIELL FINANCIAL GROUP, TIM ALLEN FINANCIAL ASSOCIATES, TIMBERLINE FINANCIAL PLANNING & WEALTH MANAGEMENT, TIME FINANCIAL SERVICE, TMS FINANCIAL, TOM PERRY FINANCIAL GROUP, TOMORROW'S MONEY, TOMPKINS WEALTH MANAGEMENT, TOSCANO FINANCIAL GROUP, TOTAL RETIREMENT SOLUTIONS (TRS), TRADEWINDS WEALTH MANAGEMENT, LLC, TRAILBLAZER WEALTH, TRAVIS FINANCIAL SERVICES LLC, TRC ADVISORY & WEALTH MANAGEMENT, TRI CITY INVESTMENT SERVICES, TRI CITY INVESTMENTS, TRI-STATE FINANCIAL GROUP, TRIBLE FINANCIAL COMPANY, TRINITY FINANCIAL GROUP, TRINITY FINANCIAL SERVICES, TRIOAK FINANCIAL GROUP, TRIPOINT WEALTH SOLUTIONS, TROJAN WEALTH MGMT BANNER, TRU FINANCIAL, LLC, TRUE NORTH ADVISORY GROUP, TRUE NORTH WEALTH MANAGEMENT LLC, TRUENORTH RETIREMENT | WEALTH, TRUEPEAK FINANCIAL, TRUJILLO PRIVATE WEALTH, TRUNORTH FINANCIAL, TRUSTED ADVISORS WEALTH MANAGEMENT, TRUSTED WEALTH FINANCIAL, TRUSTED WEALTH PARTNERS GROUP, TRUSTED WEATH PLANNING, TULLY FINANCIAL SERVICES, TURK FINANCIAL GROUP, TUTTLE INSURANCE & FINANCIAL SERVICES, TVG ADVISORS, TWO RIVER FINANCIAL SERVICES, LLC, TWOMBLY WEALTH MANAGEMENT, TYKUHN FINANCIAL SERVICES, TYLER SHAMBLIN | WEALTH ADVICE & PLANNING, TYLER WEALTH MANAGEMENT, TYRRELL AGENCY, U.S. ADVISORY, UHY ADVISORS CORPORATE FINANCE, UHY WEALTH MANAGEMENT, UNITED FINANCIAL ADVISORS, UNITED PRAIRIE FINANCIAL NETWORK, UNIVERSAL HEALTHCARE AND WEALTH MANAGEMENT, UPWARD WEALTH GROUP, URSHAN RETIREMENT GROUP, USAN, UTTERLY FINANCIAL, VAILLANCOURT & LEFEBVRE WEALTH MANAGEMENT, LLC, VALERIO FINANCIAL GROUP, VALLEY FINANCIAL SOLUTIONS, VALLEY WEALTH MANAGEMENT, VALLEY WEALTH PARTNERS, VALUED WEALTH MANAGEMENT, VAN HOOF INVESTMENTS, VANDRE FINANCIAL, VANTAGE FINANCIAL SERVICES, VANTAGEPOINT ADVISORY GROUP, VANTAGUS, VANTAGUS WEALTH, VANTORA WEALTH, VARNEY FINANCIAL, VASONA WEALTH MANAGEMENT, VDM WEALTH MANAGEMENT, VECTOR WEALTH MANAGEMENT, VEITH & CO., VERBEEK AND ASSOCIATES, VERITAS ADVISORS, VERITAS WEALTH MANAGEMENT, VICTORY WEALTH MANAGEMENT, VIEIRA FINANCIAL GROUP, VILLAGE PRIVATE WEALTH, VIRIDIAN FINANCIAL, VIRTUS RETIREMENT PLAN SERVICES, VIRTUS WEALTH SOLUTIONS, VISION FINANCIAL SERVICES, VISION INVESTMENT PLANNING GROUP, VISTA PLANNING, INC., VOLUNTEER WEALTH MANAGEMENT & INVESTMENTS, VOYANT WEALTH, VUE FINANCIAL SERVICES, W.J. RAAB AND COMPANY, WAGNER & ASSOCIATES, WAGNER ADVISORY GROUP, WAGNER FINANCIAL SERVICES, INC., WAGNER-BUFFIE WEALTH, WALDRON PARTNERS, WALKER WEALTH MANAGEMENT, WALL STREET ALLIANCE GROUP, WALLER WEALTH MANAGEMENT, WALLINGER FINANCIAL SERVICES, WALSH MAIORANO AND ASSOCIATES, WALTERS FINANCIAL SERVICES, WARDO FINANCIAL SERVICES, WARE FINANCIAL, WARNER FINANCIAL SERVICES, WARREN FINANCIAL, WASATCH CAPITAL RESOURCES, WATERMAN & ASSOCIATES, WATERMAN FINANCIAL SERVICES, WATERS WEALTH CONSULTANTS, WATTERS FINANCIAL, WAYNE R SCHUMAN & ASSOCIATES, WAYPOINT PARTNERS, WAYPOINT WEALTH MANAGEMENT, WAYSIDE FINANCIAL PARTNERS, WCP PRIVATE WEALTH ADVISORS, WD FINANCIAL GROUP, WEALTH ADVISORS, WEALTH ADVISORS LTD., WEALTH ADVISORS OF RALEIGH, INC, WEALTH ANALYTICS RESOURCES, WEALTH BY DESIGN, WEALTH BY DESIGN PACIFIC NORTHWEST, WEALTH INNOVATIONS, WEALTH MANAGEMENT ASSOCIATES, WEALTH MANAGEMENT FOR PHYSICIANS, WEALTH MANAGEMENT OUTFITTERS, WEALTH MANAGEMENT PLUS, WEALTH MANAGEMENT SERVICES, WEALTH NETWORK, WEALTH OPTIMIZATION NETWORK, LLC, WEALTH PRESERVATION GROUP, WEALTH PROTECTION STRATEGIES, LLC, WEALTH SOLUTIONS, WEALTH STRATEGIES, WEALTH STRATEGIES RETIREMENT ASSET MANAGEMENT, WEALTH TREK ADVISORS, WEALTHBRIDGE PARTNERS, WEALTHMECHANIX, WEALTHPLAN PARTNER, WEALTHPLAN PARTNERS, WEALTHPLAN WELLNESS, WEALTHQ?, WEALTHSTONE FINANCIAL, WEALTHSTRONG FINANCIAL, WEALTH|SPOKE, WEBER FINANCIAL, WEBER WEALTH ADVISORS, WEIDNER FINANCIAL GROUP, WEINBERG FINANCIAL GROUP, WEINER FINANCIAL GROUP, LLC, WEINGARTZ FINANCIAL SERVICES, INC., WEISSER FINANCIAL INC., WELD ASSET & RISK MANAGEMENT, WELLER FINANCIAL SERVICES, WEST END WEALTH MANAGEMENT, WETTIG CAPTIAL MANAGEMENT, WFR FINANCIAL PLANNING & INSURANCE, WHELAN ASSET MANAGEMENT, WHITEHOUSE & BLAKELY, WHITESTONE WEALTH MANAGEMENT SERVICES, WHITTENBURG WEALTH MANAGEMENT, WHJR ASSOCIATES, WHOLEHAN WEALTH ADVISORS, WILLAMETTE INVESTMENT ADVISORS, WILLIAM J. STROYNE FINANCIAL SERVICES, WILLIAM R PINTARIC & ASSOCIATES, WILLIAM WARREN ASSOCIATES, LLC., WILLIAMS FINANCIAL, WILLIAMS WEALTH MANAGEMENT GROUP, WILLIAMSON FINANCIAL GROUP, WILLIS FINANCIAL SOLUTIONS, WILLOW TREE WEALTH MANAGEMENT, WIN WEALTH SOLUTIONS, WINCHOCK FINANCIAL PLANNING, WINDWARD FINANCIAL STRATEGIES, WINFIELD & ASSOCIATES, WISDOM WEALTH AND WINNING, WISE AND WORTHY, WISP, WITZ FINANCIAL, WL BECHTOLD & CO, WM PRIVATE WEALTH MANAGEMENT, WOMEN'S RESOURCE GROUP, WOODBURY ADVISOR CENTRAL, WOODLAWN WEALTH, WORKMAN WEALTH, WP FRAILEY WEALTH MANAGEMENT, INC., WSM INVESTMENTS, WU WEALTH MANAGEMENT, X Y Z FINANCIAL SERVICES, YARGER FLEGAL, INC, YOSHIHARA FINANCIAL, YUN CAPITAL ADVISORS, ZARKOWSKI FINANCIAL ADVISORS, ZEDEN FINANCIA, ZENITH FINANCIAL MARKETING NAME, ZEPHYR INVESTMENTS & PLANNING SERVICES, ZIMMER FINANCIAL GROUP, ZITZMANN & ASSOCIATES FINANCIAL PARTNERS, ZURBRIGGEN FINANCIAL, ZYBACH WEALTH MANAGEMENT

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

1997 (29 years)

Employees

Total: 8,979. Performing investment advisory functions: 7,143.

Wrap fee program participation

Yes.

Custodians (Schedule D, Section 5.K(3))

National Financial Services LLCPershing LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

24 other offices, as of the October 2026 filing

Amherst, NYBellevue, WABrookfield, WIChicago, ILFort Lauderdale, FLHonolulu, HIHunt Valley, MDIrvine, CALa Jolla, CALivingston, NJMaumee, OHMelville, NYMilwaukee, WINeedham Heights, MAOakbrook Terrace, ILOrange Village, OHParamus, NJRaleigh, NCRochester, MNSacramento, CASan Ramon, CASt Louis Park, MNVienna, VAWarwick, RI

States registered or notice-filed

53 states or jurisdictions

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SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

13 Reports 13 disclosure items on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Criminal matters Items 11.A and 11.B

• 11.A(1) In the past ten years, has the firm or an advisory affiliate been convicted of, or pleaded guilty or no contest to, a felony?
• 11.B(1) In the past ten years, has the firm or an advisory affiliate been convicted of, or pleaded guilty or no contest to, a misdemeanor involving investments or an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these?
• 11.B(2) In the past ten years, has the firm or an advisory affiliate been charged with one of the misdemeanors listed in 11.B(1)?

Regulatory matters Items 11.C to 11.G

• 11.C(2) Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
• 11.C(4) Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
• 11.C(5) Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?
• 11.D(1) Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?
• 11.D(2) Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
• 11.D(4) In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?
• 11.E(2) Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?
• 11.E(4) Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?
• 11.G Is the firm or an advisory affiliate now the subject of a regulatory proceeding that could result in a yes answer to any part of 11.C, 11.D, or 11.E?

Civil court matters Item 11.H

• 11.H(1)(b) Has a domestic or foreign court ever found that the firm or an advisory affiliate was involved in a violation of investment-related statutes or regulations?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $20,655,365,726 in the October 2021 data and $234,858,518,740 in the October 2026 data, up 1037%.

Total employees: 3,642 in October 2021 and 8,979 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. October 2026
   • Updated its list of owners and control persons (Schedule A).
2. September 2026
   • No longer lists the business name Waterstone Financial Services.
   • No longer lists the business name Untangle Your Finances.
   • No longer lists the business name True Focus Wealth Management Group.
   • No longer lists the business name The Wealth Advantage Group.
   • No longer lists the business name The Sawyer Group.
   • No longer lists the business name Spuhler Wealth Advisors.
   • No longer lists the business name Spuhler Securities.
   • No longer lists the business name Smith Hoffman Financial Associates.
   • No longer lists the business name Smith & Hoffman Financial Associates.
   • No longer lists the business name Service Wealth Advisors.
   • No longer lists the business name Sea Financial Hawaii.
   • No longer lists the business name RPI.
   • No longer lists the business name RMB Financial Planning LLC.
   • No longer lists the business name RJA Wealth.
   • No longer lists the business name Retirement Planners International.
   • No longer lists the business name R. L. Dauterman Wealth Management.
   • No longer lists the business name Personal Pension Pro.
   • No longer lists the business name Pacific Financial Group.
   • No longer lists the business name Luke Ford Financial.
   • No longer lists the business name Lakeman Financial.
   • No longer lists the business name Kalyx Capital Management.
   • No longer lists the business name Integrated Financial Group, Inc.
   • No longer lists the business name Income by Design, LP.
   • No longer lists the business name Hoyt, Jensen, and Associates.
   • No longer lists the business name Homer L. Davis III.
   • No longer lists the business name Hestia Wealth Management.
   • No longer lists the business name Green Light Life.
   • No longer lists the business name Great Lakes 401K.
   • No longer lists the business name Grand Rapids State Investments.
   • No longer lists the business name Gateway Captial Adivsors.
   • No longer lists the business name Forest Financial Advisory.
   • No longer lists the business name Fifield Financial Services.
   • No longer lists the business name EKC Financial Solutions.
   • No longer lists the business name Dauterman Financial.
   • No longer lists the business name Cornerstone Insurance & Financial Group.
   • No longer lists the business name Chaudron Financial Group.
   • No longer lists the business name Charter Financial Planning.
   • No longer lists the business name Cedarbrook Financial.
   • No longer lists the business name Breidenbaugh Financial.
   • No longer lists the business name Bay Area Wealth Management Group.
   • No longer lists the business name Aviso Financial LLC.
   • No longer lists the business name American Securities.
   • No longer lists the business name American Advisors.
   • Added the business name Patriot Wealth Partners.
   • Added the business name Katz Wealth Strategies.
   • Added the business name Integrity Wealth Management.
   • Added the business name Hamilton Retirement Advisors.
   • Added the business name Charlotte Harbor Trust Wealth Management.
3. August 2026
   • Item 11 disclosure answers changed: 13 yes answers, previously 14 (now no: 11.E(1)).
   • Updated its list of owners and control persons (Schedule A).
4. July 2026
   • Added the business name Andstead Advisors.
   • Added the business name Atrium Financial Associates.
   • Added the business name Brown and Brown.
   • Added the business name Calmwealth Partners.
   • Added the business name Cornerstone Financial.
   • Added the business name Danny N Hankins Financial Services.
   • Added the business name EGR Financial.
   • Added the business name F&M Investment Partners.
   • Added the business name Financial Design Group.
   • Added the business name Financial Edge Wealth Management Group.
   • Added the business name Healing Wealth.
   • Added the business name Hoyt, Jensen, and Associates.
   • Added the business name Linder Financial Resources.
   • Added the business name Perpetual Financial.
   • Added the business name ST Croix Wealth Management LLC.
   • Added the business name Sweeney Ranger Consulting.
   • Added the business name Truenorth Retirement | Wealth.
   • No longer lists the business name BEN Cain & Associates.
   • No longer lists the business name Capital Advisory Group, LLC.
   • No longer lists the business name Estate Solution Planners Inc.
   • No longer lists the business name Horizon Financial Group.
   • No longer lists the business name Integrity Wealth Advantage.
   • No longer lists the business name Michael Brown.
   • No longer lists the business name Oster & Fischer.
   • No longer lists the business name Private Wealth Management and Consulting.
   • No longer lists the business name Pro Capital Wealth Management.
   • No longer lists the business name Sasser Wealth Management.
5. April 2026
   • Regulatory assets under management went from $200,266,275,275 to $234,858,518,740 (+17%).
   • Employees performing advisory functions went from 6276 to 7143.
   • Added the business name Vantora Wealth.
   • Added the business name Forest Financial Advisory.
   • Added the business name Garton Financial.
   • Added the business name Green Light Life.
   • Added the business name Sync Wealth Group.
   • Added the business name Viridian Financial.
   • Added the business name Blue Water Advisors.
   • Added the business name Dollars and Divorce.
   • Added the business name Safe Haven Advisors.
   • Added the business name Clark and Associates.
   • Added the business name Coda Financial Group.
   • Added the business name Demore Wealth Management, LLC.
   • Added the business name Heartland Wealth Group.
   • Added the business name Haber Wealth Management.
   • Added the business name Hill Financial Services.
   • Added the business name Shaffer Wealth Advisors.
   • Added the business name Omega Financial Planning.
   • Added the business name Pathmark Wealth Advisors.
   • Added the business name Thomey Financial Services.
   • Added the business name Oakwood Financial Services.
   • Added the business name Retirement Wealth Strategy.
   • Added the business name MJ Peters Wealth Management.
   • Added the business name Steelview Wealth Management.
   • Added the business name Financial Guidance for Women.
   • Added the business name Paradigm Retirement Solutions.
   • Added the business name The Big Picture Financial Group.
   • Added the business name Trusted Advisors Wealth Management.
   • Added the business name Finger Lakes Investments Corporation.
   • No longer lists the business name L&M Wealth Management.
   • No longer lists the business name Onepenn Financial Group.
   • No longer lists the business name Rivco Wealth Management.
   • No longer lists the business name Sabre Financial Services.
   • No longer lists the business name Blue Chip Financial Group.
   • No longer lists the business name Navigation Financial Group.
   • No longer lists the business name Pinnacle First Financial Group.
   • No longer lists the business name Morrison Nordmann and Associates.
   • No longer lists the business name Oram & Kaylor Strategic Asset Management.
   • Added an office in Chicago, IL.
   • Added an office in Hunt Valley, MD.
   • Added an office in Irvine, CA.
   • Added an office in La Jolla, CA.
   • Added an office in Orange Village, OH.
   • Added an office in Paramus, NJ.
   • Added an office in Sacramento, CA.
   • Added an office in San Ramon, CA.
   • Added an office in Vienna, VA.
   • No longer lists an office in Dallas, TX.
   • No longer lists an office in Holbrook, NY.
   • No longer lists an office in Jericho, NY.
   • No longer lists an office in Lafayette, CA.
   • No longer lists an office in Mayfield Hts, OH.
   • No longer lists an office in New Brighton, MN.
   • No longer lists an office in Plymouth, MN.
   • No longer lists an office in Rochester, NY.
   • No longer lists an office in San Antonio, TX.
   • No longer lists an office in Southfield, MI.
6. January 2026
   • Added the business name Advisor Service Group LLC Wealth Management.
   • Added the business name AFC Planning Group.
   • Added the business name Alliant Financial Solutinos.
   • Added the business name American Advisors.
   • Added the business name American Securities.
   • Added the business name Brand & Company 401(K) Advisors and Private Wealth Management.
   • Added the business name Chestnut Financial Group LLC.
   • Added the business name Curatolo Wealth Management Group.
   • Added the business name Diversified Wealth Management.
   • Added the business name Evesham Capital Management.
   • Added the business name Galbraith Financial.
   • Added the business name Jobin Financial, Inc..
   • Added the business name KCL Service Co.
   • Added the business name Lakeview Asset Management, LLC.
   • Added the business name Lawrence E. Emmons, CLU, CHFC, Investment Advisorrepresentative.
   • Added the business name Liberty Capital Strategist.
   • Added the business name Lighthouse Capital Associates.
   • Added the business name Merrimack Valley Wealth Management.
   • Added the business name Papa Wealth Management LLC.
   • Added the business name Pilot Rock Financial Advisors.
   • Added the business name Rossiter Financial Group Inc..
   • Added the business name Sati Wealth.
   • Added the business name Steadwise Wealth Advisors.
   • Added the business name The Sullivan Advisory Group.
   • Added the business name Virtus Wealth Solutions.
   • Added the business name Willow Tree Wealth Management.
   • Added the business name Wisdom Wealth and Winning.
   • Added the business name Workman Wealth.
   • No longer lists the business name Physicians Planning Group.
   • No longer lists the business name Reverb Financial.
   • No longer lists the business name Rothstein Investment Management.
   • No longer lists the business name Rumley Financial Services, LLC.
   • No longer lists the business name Rumley Investment Services.
   • No longer lists the business name Six One Wealth.
   • No longer lists the business name Smith Investment Advisor Group.
   • No longer lists the business name Smoak Financial Solutions.
   • No longer lists the business name The Migliore Group.
   • No longer lists the business name The Wzontek Group.
   • No longer lists the business name Wealth Protection Group.
   • No longer lists the business name Webbert Financial Planning.
7. November 2025
   • Updated its list of owners and control persons (Schedule A).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.