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 1 of 6

• Chad Allen AbelCRD 2692648 · Saint Charles, MO
  IA RegisteredBroker
  Disclosure event(s) on record
• Nasser AhmadCRD 5526341 · Santa Rosa, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• James Christopher AielloCRD 1763863 · Burnt Hills, NY
  IA Registered
• Richard Dale AlmondCRD 733613 · Pocatello, ID
  IA RegisteredBroker
  Disclosure event(s) on record
• Stanley AltermanCRD 703134 · Manasquan, NJ
  IA RegisteredBroker
• Richard Lee AndersonCRD 1327737 · Mayfield Heights, OH
  IA RegisteredBroker
• Robert Allen ArmstrongCRD 5311077 · Duncan, OK
  IA RegisteredBroker
• Eric Shawn AshburnCRD 6240446 · Vienna, VA
  IA RegisteredBroker
• Gregory Scott AynesworthCRD 2317755 · San Ramon, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Stephanie Louise AtliCRD 7707747 · Atlanta, GA
  IA Registered
• Ryan James BadgerCRD 5476292 · Westlake Village, CA
  IA RegisteredBroker
• Steven Bruce BakerCRD 4149876 · Houston, TX
  IA RegisteredBroker
• Shannon C BarryCRD 4848041 · Mayfield Hts, OH
  IA RegisteredBroker
• Douglas Harry BartonCRD 1494345 · Colorado Springs, CO
  IA RegisteredBroker
  Disclosure event(s) on record
• Janet Marie BauerCRD 4859019 · Aurora, OH
  IA RegisteredBroker
• Christopher Eron BeardCRD 2595250 · Greenville, SC
  IA RegisteredBroker
• James Edward BellCRD 2225733 · Spokane, WA
  IA RegisteredBroker
  Disclosure event(s) on record
• George Peter BellucciCRD 2595590 · Westbury, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Brent F BesingerCRD 2655426 · Aurora, OH
  IA RegisteredBroker
• Latrica BirganCRD 7234879 · Huntsville, AL
  IA RegisteredBroker
• Cassie BlazevskiCRD 6214894 · Portland, OR
  IA RegisteredBroker
• Tina Louise BoevingCRD 4637266 · St. Petersburg, FL
  IA RegisteredBroker
• Daniel L BonderCRD 2518757 · Mayfield Hts, OH
  IA RegisteredBroker
• Raymond K BramerCRD 28691 · Santa Rosa, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Matthew K BrandCRD 4939242 · West Bloomfield, MI
  IA RegisteredBroker
• George Blunt BreedenCRD 4284026 · Arnold, MD
  IA RegisteredBroker
• Natalie Joy BrentCRD 2907014 · Bloomfield Hills, MI
  IA RegisteredBroker
• Jeffery Owen BriggsCRD 2294035 · Bend, OR
  IA RegisteredBroker
  Disclosure event(s) on record
• Alexander James BrinkmanCRD 6330261 · Omaha, NE
  IA RegisteredBroker
• Harvey Alan BrodeCRD 31169 · Farmington, MI
  IA RegisteredBroker
• Marco Frank BronziniCRD 2210036 · San Ramon, CA
  IA RegisteredBroker
• Raymond Bradley BrownCRD 5081299 · Westlake, OH
  IA RegisteredBroker
• Heather BuckridgeCRD 5358140 · Plantation, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• James Samuel BurchamCRD 1233604 · Myrtle Beach, SC
  IA RegisteredRegistration inactive
• Sarah Michele BurdetteCRD 6878862 · Sterling, VA
  IA RegisteredBroker
• Christopher Wesley BushCRD 5709951 · Gautier, MS
  IA RegisteredBroker
• Blake Thomas BaileyCRD 6833774 · Saint Charles, MO
  IA RegisteredBroker
• Michael Justin BellCRD 7219026 · Bridgeville, PA
  IA RegisteredBroker
• Jamie Sue BlumCRD 7010546 · Vienna, VA
  IA Registered
• Brett Matthew BollaertCRD 7454262 · Bloomfield Hills, MI
  IA RegisteredBroker
• Devyn Michael BondCRD 7384484 · Seneca, SC
  IA RegisteredBroker
• James Donald BossCRD 4148753 · Bend, OR
  IA RegisteredBroker
• Charlene Elizabeth Ann BridgerCRD 6701369 · Gettysburg, PA
  IA RegisteredRegistration inactive
• Christopher BroylesCRD 4473882 · Colorado Springs, CO
  IA RegisteredBroker
• Yisen CaiCRD 6057189 · Newport Beach, CA
  IA Registered
• Joseph Patrick CainCRD 2442264 · Bardonia, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Ernest Mark CaponegroCRD 1025695 · Manasquan, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Johnnie Lee ChestnutCRD 3262183 · Cloverdale, IN
  IA RegisteredBroker
• Mark A CirelliCRD 4199208 · St. James, NY
  IA RegisteredBroker
• Jeremy Scott ClarkCRD 3047287 · Mayfield Hts, OH
  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.