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Osaic acquires Du Lac Wealth Services

PRIVATEMay 12, 2026•6 days ago

Acquiring Company

OSAIC

Acquired Company

Du Lac Wealth Services

Scottsdale

CaryFinanceFintech

Description

Osaic, Inc. announced that Du Lac Wealth Services has joined the firm, transitioning from LPL Financial. Du Lac Wealth brings approximately $200 million in client assets. The acquisition is aimed at accelerating growth and enhancing client solutions while maintaining a service-first culture. This move reflects Osaic's commitment to empower financial advisors and improve client experiences.

Company Information

Company

OSAIC

Location

Scottsdale, Arizona, United States

About

Osaic, Inc. ("Osaic"), a portfolio company of Reverence Capital Partners, is one of the nation's largest providers of wealth management solutions, supporting over 10,500 financial professionals. Our mission is to support the strategic role that financial professionals can play in the lives of their clients. Cultivating a spirit of entrepreneurship and independence, Osaic champions the enduring value of financial professionals. For more information visit www.osaic.com Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbury Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Securities America Advisors, Inc., and Triad Hybrid Solutions, LLC, registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., Triad Advisors, LLC., and Woodbury Financial Services, Inc., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.

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