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RIA comparison · SEC Form ADV

Mycio Wealth Partners, LLC vs Osaic Advisory Services, LLC

Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.

The short answer

Mycio Wealth Partners, LLC is the larger of the two, with $16B in regulatory assets to $15B at Osaic Advisory Services, LLC, 2% more than its rival, by their latest Form ADV filings. Osaic Advisory Services, LLC reports more individual clients (29,516 vs 923), while Mycio Wealth Partners, LLC’s clients hold more on average (about $17 million each against $510,000). Mycio Wealth Partners, LLC is based in Philadelphia, Pennsylvania and Osaic Advisory Services, LLC in Atlanta, Georgia.

FigureMycio Wealth Partners, LLCOsaic Advisory Services, LLC
Regulatory AUM$16B$15B
National rank#59#61
HeadquartersPhiladelphia, PennsylvaniaAtlanta, Georgia
Individual clients92329,516
High-net-worth clients9233,755
Average client assets$17 million$510,000
Accounts8,39150,459
Discretionary4% of AUM98% of AUM
Employees672,180
Advisory staff46344
Clients per advisory employee2086
Offices1201
Form ADV filed2026-07-312026-08-28

Mycio Wealth Partners, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees

Osaic Advisory Services, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers
  • Educational seminars and workshops

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees

Questions

Which is bigger, Mycio Wealth Partners, LLC or Osaic Advisory Services, LLC?

Mycio Wealth Partners, LLC, with $16B in regulatory assets under management against $15B at Osaic Advisory Services, LLC. Nationally they rank #59 and #61 among 5,657 independent wealth management RIAs.

How many clients do Mycio Wealth Partners, LLC and Osaic Advisory Services, LLC have?

Mycio Wealth Partners, LLC reports 923 individual clients (923 high-net-worth) with 46 advisory employees; Osaic Advisory Services, LLC reports 29,516 (3,755 high-net-worth) with 344 advisory employees.

How do Mycio Wealth Partners, LLC and Osaic Advisory Services, LLC charge clients?

They list the same forms of compensation on Form ADV: a percentage of assets under management; hourly charges; fixed fees. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Mycio Wealth Partners, LLC and Osaic Advisory Services, LLC offer?

Mycio Wealth Partners, LLC lists portfolio management for pooled investment vehicles, which Osaic Advisory Services, LLC does not. Osaic Advisory Services, LLC lists educational seminars and workshops, which Mycio Wealth Partners, LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; portfolio management for businesses and institutions; pension consulting; selecting other advisers.

More comparisons

Where these numbers come from

Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.

Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: Mycio Wealth Partners, LLC ↗, Osaic Advisory Services, LLC ↗. How to check a financial advisor →