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broker dealer

Osaic

In network coverage since October 5, 2026 · 16+ stories

2Deals on our tracker

+3Talent net · 12 months4 in · 1 out

Observed recruiting events · 12 monthsOn the wire →

Net +3 · 4 incoming events · 1 outgoing events

Arrivals

IronGate Services

Aug 20 · from Ameriprise Financial Services

Midwest Financial Group

Sep 3 · from Commonwealth Financial

Oct 7 · from Equitable Advisors

Oct 21 · from LPL Financial

Departures

Legacy Financial Group

Oct 7 · to LPL Financial

Deal recordFull tracker →

Mar 31, 26Deal closedBain Capital · Reverence Capital Partners

Dec 31, 24Deal closedCW Advisors · $13.5B

Network coverage

Moves

ICG next moves $2.3 billion from LPL to Osaic, citing platform and deal support

The Wall Township, N.J., firm launched with LPL in 2019 and has nearly tripled since, according to Osaic; it plans to grow through recruiting and acquisitions.

M&A · Oct 20LPL and broker-dealer rivals push deeper into RIA M&A as third-quarter volume falls 17%

exit · Oct 20DeVoe: RIA deal volume down 17% as broker-dealers enter M&A

move · Oct 20Osaic recruits $2.3 billion ICG next team from LPL Financial

Moves · Oct 20Osaic recruits ICG next's $2.3 billion New Jersey team from LPL

move · Oct 20Osaic adds $2.3 billion ICG next from LPL, keeping firm's brand

Features · Oct 20Phil Scott and Jim Atwood launch $18.6B RIA Latigo Peak as BofA downgrades Ameriprise

move · Oct 20ICG next leaves LPL for Osaic with $2.3 billion and acquisition plans

Moves · Oct 20ICG Next leaves LPL for Osaic with $2.3B and acquisition plans

M&A · Oct 14VestGen Wealth Partners receives Willow Tree credit to fund RIA acquisitions

Moves · Oct 13Carson Group hires ex-United Bank wealth head Matt Humphrey to run W-2 channel

Moves · Oct 8Wells Fargo FiNet adds $580M Ameriprise team as LPL signs Michigan practice

Features · Oct 8Ascentis Adds $1B in Practices, Keeps Raymond James Custody

M&A · Oct 7Merit Financial buys $1.1B New York practice, its 10th Commonwealth team

Moves · Oct 7Osaic, Cetera and Raymond James add books from Equitable, Commonwealth and LPL

Moves · Oct 5LPL recruits $1.1 billion Praxis team from Wells Fargo's FiNet

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