Thursday, November 5, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
FP How advisors can help clients guard against Medicare fraudIN AI revolution in full swing, but it won’t replace advisors: HSBCIN Fintech bytes: Vestmark, NDEX, and Forms Logic partnerships sharpen RIA toolsIN Schwab's Jon Beatty favors crypto ETFs for advisor portfolios ahead of spot trading launchWM Q&A: $4.5B Kintra Wealth CEO Talks Recruitment Push Seeking Team PlayersWSR Mission Wealth’s John Wernz Discusses The Systems Behind RIA Organic GrowthWSR Trusted Advisor Search’s Dave Porter Discusses Leadership And Advisor FitWM How to Close High-Net-Worth Prospects Without Changing Your ProcessWM Osaic Hires New Head of Employee Channel, CMOWSR Top 5 Most-Read Articles Of October

Tom Metzger

OsaicSan Francisco

At a glance

Tom Metzger joined Osaic from Citizens Financial Group with $25 billion in assets (our reporting, November 5, 2026). One story in our coverage names them so far.

Firm
Osaic
Team
Empowered Independence
Assets, as reported
$25BFinancial ADVSR, Nov 5, 2026
Location
San Francisco
In our coverage
1 story

The record

  1. Joined Osaic from Citizens Financial Group with $25 billion in assets

    Metzger from Citizens to oversee Osaic's Empowered Independence channel Financial ADVSR

How this page is built

Every line on this page comes from a story that names Tom Metzger: 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 November 5, 2026. All people in our coverage →