Team move
ICG next
LPL Financial → Osaic
What changed
Managing partner of Wall Township, N.J.-based ICG next, which moved roughly $2.3B in client assets and about 21 financial advisers from LPL Financial to Osaic, with an additional office in Melville, N.Y.
- Reported / discovered
- Oct 21, 2026
- Effective
- Not reported
- New role
- Managing Partner
- Previous role
- Not reported
- Market
- Wall Township, NJ
- Reported book
- $2.3B
- Reported team size
- 22 people
- Named people
- 1
Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.
Sources & evidence
IREI ↗Oct 21, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
1 observations consolidated into one event.
Oct 21, 2026Source evidence reconciled