Osaic Advisory Services, LLC
● SEC registered since 2014CRD 171070SEC# 801-80075Atlanta, GA
Reg. AUM
$15.48B
Employees
2,180
Accounts
50,459
Location
Atlanta, GA
Osaic Advisory Services, LLC assets under management
Osaic Advisory Services, LLC operates as an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 2014. It reports $15.5 billion in regulatory assets under management and employs 2,180 people.
Osaic Advisory Services, LLC owners & executives
24 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Mills Mitchell | Corporate Treasurer, Financial Principal | Under 5% | 2025 |
| Cynthia Ann Hamel Control | President, Interim Chief Operating Officer | Under 5% | 2025 |
| James Dale Price Control | Chairman | Under 5% | 2020 |
See all 24 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Osaic Advisory Services, LLC manage?
Osaic Advisory Services, LLC reports $15.5 billion in regulatory assets under management on its Form ADV.
How many employees does Osaic Advisory Services, LLC have?
Osaic Advisory Services, LLC reports 2,180 employees.
Where is Osaic Advisory Services, LLC located?
Osaic Advisory Services, LLC is based in Atlanta, GA and has been SEC-registered since 2014.
Does Osaic Advisory Services, LLC disclose fund performance?
Osaic Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2300 Windy Ridge Parkway, Suite 750, Atlanta, GA 30339 |
| Phone | 866-580-8219 |
| Fax | 678-291-9706 |
| Office hours | 9:00 a.m. - 5:00 p.m. Est |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1682267 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$15.48B▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 6%
Larger than 94% of 16,271 advisers
EmployeesTop 1%
More than 99% of 16,825 advisers
Assets under management
$15.48Bregulatory AUM
Discretionary $15.15BNon-discretionary $327M