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Est. 2026The front page of wealth managementNew York

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

Image: WealthManagement.com

ICG next, led by James Costabile, has switched from LPL to Osaic to join a firm he says offers large-scale resources with a more personal, relationship-focused approach.

Summary as published by WealthManagement.com
Financial ADVSRRead our full story: ICG next moves from LPL to Osaic with $2.3 billion in client assets →
Read the full story at WealthManagement.com →

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