Data / Investment advisers / Georgia / Osaic Advisory Services, LLC
Osaic Advisory Services, LLC, Atlanta, GA: $15.5 billion AUM, SEC registered investment adviser
Osaic Advisory Services, LLC is an SEC registered investment adviser with its main office in Atlanta, Georgia and reports $15.5 billion in regulatory assets under management in its Form ADV filed October 26, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 171070
- SEC file number
- 801-80075
- SEC status
- Approved, effective July 17, 2014
- Main office
- 2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339
- Phone
- (866) 580-8219
- Website
- bluewaterswealth.com
- Regulatory AUM
- $15,479,826,382 in the Form ADV filed October 26, 2026
- Discretionary AUM
- $15,152,871,464
- Non discretionary AUM
- $326,954,918
- Accounts
- 50,459
- Employees
- 2,180, of which 344 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 200
- Form ADV Item 11 disclosures
- Reported: criminal actions, SEC or CFTC regulatory actions, other federal, state or foreign regulatory actions, self-regulatory organization actions
- Latest Form ADV filing
- October 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 3,755 | $8.89 billion |
| Individuals (other than high net worth individuals) | 25,761 | $6.12 billion |
| Corporations or other businesses | 274 | $386.6 million |
| Charitable organizations | 38 | $63.2 million |
| Pension and profit sharing plans | 70 | $21.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $15.48 billion | March 31, 2026 |
| December 1, 2025 | $12.47 billion | October 20, 2025 |
Other advisers in Atlanta
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Earnest Partners, LLC | Atlanta | $42.61 billion | 6 | adviserinfo.sec.gov |
| Voya Investment Management LLC | Atlanta | $38.77 billion | Not listed | adviserinfo.sec.gov |
| Roark Capital Management, LLC | Atlanta | $34.18 billion | 14 | adviserinfo.sec.gov |
| HB Wealth | Atlanta | $30.16 billion | 24 | adviserinfo.sec.gov |
| Atlanta Capital | Atlanta | $28.64 billion | Not listed | adviserinfo.sec.gov |
| Ira Group, Inc. | Atlanta | $15.42 billion | Not listed | adviserinfo.sec.gov |
| Atlanta Consulting Group Advisors, LLC | Atlanta | $14.70 billion | Not listed | adviserinfo.sec.gov |
| Angel Oak Capital Advisors, LLC | Atlanta | $11.49 billion | 9 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Atlanta, GA
- Investment advisers in Georgia
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Osaic Advisory Services, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.