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IN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders

Financial ADVSR advisor directory · SEC adviser records

Osaic Wealth, Inc. financial advisors in Addison, TX

Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Addison, A to Z.

7 registered advisors work at Osaic Wealth, Inc. in Addison, out of 7,813 at the firm nationwide; it ranks number 8 in the city by advisors. 3 list the CFP designation and 7 are also registered broker representatives.

Osaic Wealth, Inc. advisors in Addison, A to Z

Every Osaic Wealth, Inc. advisor →

Osaic Wealth, Inc. advisors in every city and state →Osaic Wealth, Inc.: assets, clients and custodians →Osaic news and advisor moves →Advisor Moves: who changed firms this week →

Osaic Wealth, Inc. advisors in other cities

Scottsdale, AZ 331Maumee, OH 57Omaha, NE 55Raleigh, NC 53Houston, TX 49San Diego, CA 49Irvine, CA 48Melville, NY 48Honolulu, HI 47Southfield, MI 44Rochester, NY 41Overland Park, KS 40Lincoln, NE 39Wichita, KS 37Amherst, NY 33

Other firms in Addison

All Addison advisors →

Principal Securities, Inc. 15Park Avenue Securities LLC 13Allworth Financial, L.P. 12Equity Services, Inc. 11Valic Financial Advisors, Inc. 11Northwestern Mutual Investment Services, LLC 10Hornor, Townsend & Kent, LLC 9Creative Planning 6Cetera Investment Advisers LLC 4Geneos Wealth Management, Inc. 4Cambridge Investment Research Advisors, Inc. 3Eagle Strategies LLC 3

Questions

How many financial advisors does Osaic Wealth, Inc. have in Addison?

7 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Addison, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 7,813 nationwide. 3 list the CFP designation and 7 are also registered as broker representatives.

Is Osaic Wealth, Inc. one of the largest advisor employers in Addison?

Osaic Wealth, Inc. ranks number 8 in Addison by registered advisors; Principal Securities, Inc. has the most, with 15.

How do I check a Osaic Wealth, Inc. advisor in Addison?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Osaic Wealth, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.