Osaic Advisory Services, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

171070

SEC number

801-80075

Firm type

RIA

Assets under management

$15.5B as of Jun 7, 2026

Website

www.thewealthplancompany.com ↗

Phone

866-580-8219

Address

2300 Windy Ridge Parkway, Atlanta, GA, 30339

Advisors at this firm

289 in our index · page 2 of 6

• Richard Gerald CliffordCRD 1446480 · Lewiston, ID
  IA RegisteredBroker
• Robert John CliffordCRD 3119146 · Lewiston, ID
  IA RegisteredBroker
• James Edward ClouseCRD 2643112 · Frankfort, KY
  IA RegisteredBroker
  Disclosure event(s) on record
• Julie Ann CoombsCRD 4198245 · Brookfield, WI
  IA RegisteredBroker
• James B. CostelloCRD 6030812 · Parsippany, NJ
  IA RegisteredBroker
• John L CostelloCRD 5076664 · Venice, FL
  IA RegisteredBroker
• Richard Peter CrossCRD 1003868 · Lackawaxen, PA
  IA RegisteredBroker
• John Joseph CvachCRD 2307281 · Centerville, MD
  IA RegisteredBroker
  Disclosure event(s) on record
• Keegan Grant CarlCRD 6815780 · Lemoyne, PA
  IA RegisteredBroker
• Olivia Burke CasperCRD 7486790 · New York, NY
  IA RegisteredBroker
• Cameron Nicholas ChestnutCRD 6841818 · Cloverdale, IN
  IA RegisteredBroker
• Stephen James CribleyCRD 2803870 · Aurora, OH
  IA RegisteredRegistration inactive
• Todd Christian DarnoldCRD 4499096 · Omaha, NE
  IA RegisteredBroker
• Jeffery Michael DarwishCRD 3228029 · Naples, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Gary Blayde DavisCRD 719094 · Stuart, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Bryon Jon DeckerCRD 3234450 · Scottsdale, AZ
  IA RegisteredBroker
• Terry Bryan DickeyCRD 3044411 · Knoxville, TN
  IA RegisteredBroker
• Mary Frances Dill SullivanCRD 4821088 · Bend, OR
  IA RegisteredBroker
• Michelle Ruth DrewryCRD 2790426 · Gaston, OR
  IA RegisteredBroker
• Evelyn Kay DukaCRD 4318673 · Lafayette, CA
  IA RegisteredBroker
• Erica Leigh DunbarCRD 4816732 · Atlanta, GA
  IA RegisteredBroker
• Kelly Anne EldridgeCRD 7013503 · Greenville, SC
  IA RegisteredBroker
• Brent Coleman ElliottCRD 2294121 · Greensboro, NC
  IA RegisteredBroker
• Valden J EllisCRD 7623742 · Pocatello, ID
  IA RegisteredBroker
• Kathryn Ellen EmlingCRD 1685065 · Atlanta, GA
  IA RegisteredBroker
• Nathan Loren EnzianCRD 6297059 · Vashon Island, WA
  IA RegisteredBroker
  Disclosure event(s) on record
• Nicholas David FallerCRD 6494504 · Bloomfield Hills, MI
  IA RegisteredBroker
• Athena Johnson FelhandlerCRD 4823419 · Southfield, MI
  IA RegisteredBroker
• Wilmer Ernesto Fernandez DominguezCRD 6401783 · Plantation, FL
  IA RegisteredBroker
• Armand Leeman FidlerCRD 5365952 · Hermosa Beach, CA
  IA RegisteredBroker
• Jeremy Robert FortinCRD 6170131 · Englewood, CO
  IA RegisteredBroker
• Gregg Randall FortuneCRD 2701163 · West Bloomfield, MI
  IA RegisteredBroker
  Disclosure event(s) on record
• Paul Daniel FrancoCRD 2454369 · Colorado Springs, CO
  IA RegisteredBroker
• Lee Bryan FriedmanCRD 3259157 · Mayfield Hts, OH
  IA RegisteredBroker
• Wesley Stiles FriersonCRD 4562335 · Seneca, SC
  IA RegisteredBroker
  Disclosure event(s) on record
• Blake FortuneCRD 7771938 · West Bloomfield, MI
  IA Registered
• Adriel John GainesCRD 2933961 · Springfield, OR
  IA RegisteredBroker
  Disclosure event(s) on record
• Lloyd Jeffrey GalbraithCRD 1766993 · Edmonds, WA
  IA RegisteredBroker
• Joseph Patrick GallemoreCRD 4818797 · Vienna, VA
  IA RegisteredBroker
• Michael Blake GallionCRD 5299276 · San Diego, CA
  IA RegisteredBroker
• Blake Christopher GauldenCRD 4995384 · Durham, NC
  IA RegisteredRegistration inactive
• Gary Leslie GauldenCRD 2351454 · Durham, NC
  IA RegisteredRegistration inactive
• Jason Harris GerbCRD 3021815 · Scottsdale, AZ
  IA RegisteredBroker
• Fabrizio GiaconaCRD 5515802 · Troy, MI
  IA RegisteredBroker
• Joseph Paul GibbonsCRD 6579333 · Vienna, VA
  IA RegisteredBroker
• Richard Peter GigliottiCRD 4338840 · San Diego, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Stephen Mark GordonCRD 2714986 · Greenwood Village, CO
  IA RegisteredBroker
• Brent Bernard GottierCRD 1329980 · Windsor, CT
  IA RegisteredBroker
• Sarah Elizabeth Green-RobinsonCRD 4646556 · Frankfort, KY
  IA RegisteredBroker
• Joshua Scott GriffinCRD 4664355 · Colorado Springs, CO
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.