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OSAIC ADVISORY SERVICES, LLC
CRD 171070File 801-80075
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Aug 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$15.48B
Top 10% of cohort (national)
Discretionary AUM
$15.15B
Non-discretionary $327.0M
Clients
29,898
50,459 accounts
Employees
2,180
Top 10% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jul 17, 2014
- Principal office
- 2300 WINDY RIDGE PARKWAY, SUITE 750, ATLANTA, GA, 30339
- Phone
- 866-580-8219
- Website
- https://www.lifsg.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $15.48B
- Discretionary AUM
- $15.15B
- Non-discretionary AUM
- $327.0M
- Discretionary accounts
- 49,560
- Non-discretionary accounts
- 899
- Total accounts
- 50,459
- AUM per client
- $518K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 274 | $386.6M |
| Non-U.S. persons | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Charitable organizations | 38 | $63.2M |
| Other investment advisers | Fewer than 5 | Not reported |
| High net worth individuals | 3,755 | $8.89B |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans | 70 | $21.6M |
| State or municipal government entities | Fewer than 5 | Not reported |
| Individuals (other than high net worth individuals) | 25,761 | $6.12B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11A1
- Q11C2
- Q11C4
- Q11C5
- Q11D1
- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 2,594 | 2,180 | decreased by414 |
| Apr 1, 2026 | Clients | 28,410 | 29,898 | increased by1,488 |
| Apr 1, 2026 | AUM | $12,469,688,882 | $15,479,826,382 | increased by$3,010,137,500 |
| Apr 1, 2026 | Accounts | 47,032 | 50,459 | increased by3,427 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 2,037 | 2,594 | increased by557 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 18,482 | 28,410 | increased by9,928 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $5,175,681,774 | $12,469,688,882 | increased by$7,294,007,108 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 18,482 | 47,032 | increased by28,550 |
| Apr 1, 2022 | Employees | 1,828 | 2,037 | increased by209 |
| Apr 1, 2022 | Clients | 14,561 | 18,482 | increased by3,921 |
| Apr 1, 2022 | AUM | $3,807,264,552 | $5,175,681,774 | increased by$1,368,417,222 |
| Apr 1, 2022 | Accounts | 14,561 | 18,482 | increased by3,921 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “OSAIC ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“OSAIC ADVISORY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.