Osaic Advisory Services, LLC
ATLANTA, GA · CIK 1682267 · 13F filing filed 2026-08-14
SEC-registered investment adviser since 2014 · limited liability company
- Assets managed$15.5bn
- Staff2,180 · 344 in investment roles
- Main clients (by assets)High net worth individuals 57%, Individuals 40%, Companies 2%
- Websitebloomfieldhillsadvisory.com
- Form ADV · 2026-08-28SEC adviser record
- Kindprivate equity, wealth
- Others nearbyBoston, MA, New York, NY, Meriden, CT, Scottsdale, AZ, Atlanta, GA, Cleveland, OH
- FamilyOSAIC HOLDINGS, INC. · 6 related pages · largest: OSAIC HOLDINGS, INC.
As an employer
- Offices in1 country
Where they work
Offices
From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.
| City | People |
|---|---|
| Atlanta, GA (main office)United States | |
| Mayfield Hts, OHUnited States | 15 |
| Bloomfield Hills, MIUnited States | 9 |
| Omaha, NE2 officesUnited States | 9 |
| Vienna, VAUnited States | 7 |
| Colorado Springs, CO2 officesUnited States | 6 |
| Houston, TXUnited States | 6 |
| Plantation, FLUnited States | 6 |
| Pocatello, IDUnited States | 5 |
| Appleton, WIUnited States | 4 |
| Englewood, COUnited States | 4 |
| Gettysburg, PAUnited States | 4 |
12 more cities
| Greenville, SCUnited States | 4 |
| Lewiston, IDUnited States | 4 |
| Windsor, CTUnited States | 4 |
| Auburn, ALUnited States | 3 |
| El Paso, TXUnited States | 3 |
| Frankfort, KYUnited States | 3 |
| Greensboro, NCUnited States | 3 |
| Manasquan, NJUnited States | 3 |
| Seneca, SCUnited States | 3 |
| Sterling, VAUnited States | 3 |
| West Bloomfield, MIUnited States | 3 |
| West Melbourne, FLUnited States | 3 |
Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.
For Q2 2026 this manager filed a 13F notice: its holdings were reported by another manager.