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Est. 2026The front page of wealth managementNew York

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James Costabile

Osaic

At a glance

James Costabile joined Osaic from LPL with $2.3 billion in assets (WealthManagement.com, October 20, 2026). One story in our coverage names them so far.

Firm
Osaic
Team
ICG Next
Assets, as reported
$2.3BWealthManagement.com, Oct 20, 2026
In our coverage
1 story

The record

  1. Joined Osaic from LPL with $2.3 billion in assets

    $2.3B ICG Next Leaves LPL for Osaic with Plans for Acquisition WealthManagement.com

How this page is built

Every line on this page comes from a story that names James Costabile: our own reporting or a news item on our wire, each linked above. Titles, firms, team names and asset figures are shown as those stories reported them on the date shown, and assets are the team’s as reported, not verified figures. We don’t add ages, photos, credentials or anything a cited story doesn’t say. Profiles with fewer than 2 stories aren’t listed in search engines until more coverage builds. This is news coverage, not an endorsement or a recommendation of any advisor.

Last updated October 20, 2026. All people in our coverage →