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Osaic

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Luminaries 2025

Broker-Dealers

Luminaries 2025 Impact Statement

Osaic’s Journey to One Transition Support exemplifies how large-scale industry disruption can be approached through the lens of advisor empowerment. As part of its multi-year effort to unify 11 legacy broker-dealers into a single platform, Osaic launched a responsive, advisor-centric transition program designed to make change manageable, transparent and growth-aligned. Rather than apply a one-size-fits-all approach, Osaic built a flexible framework that evolved in response to advisor feedback. All 11 firms completed their migrations as of early 2025, and the infrastructure developed continues to guide future transformation efforts. While long-term outcomes are still being measured, early signs show increasing adoption of shared technology and resources, bolstering advisor productivity and growth.