← Tributary

OSAIC ADVISORY SERVICES, LLC

ATLANTA, GA · CRD 171070 · IAPD ↗ · bloomfieldhillsadvisory.com · 866-580-8219

$15.48BRegulatory AUM
344Advisory reps
2180Employees
170Clients
51-100Planning clients
0Private funds
53States
8Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — OSAIC ADVISORY SERVICES, LLC shrank from 389 to 344 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
June 2025 — OSAIC ADVISORY SERVICES, LLC's Item 11 disclosure-reporting entries rose by 2 (12 -> 14).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2025 — OSAIC ADVISORY SERVICES, LLC's Item 11 disclosure-reporting entries rose by 1 (11 -> 12).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2025 — OSAIC ADVISORY SERVICES, LLC added office(s): 155 -> 200 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2025 — OSAIC ADVISORY SERVICES, LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
75
April 2025 — OSAIC ADVISORY SERVICES, LLC reported RAUM up 152% ($4.94B -> $12.47B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2025 — OSAIC ADVISORY SERVICES, LLC grew from 141 to 389 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
December 2024 — OSAIC ADVISORY SERVICES, LLC's Item 11 disclosure-reporting entries rose by 4 (7 -> 11).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
September 2024 — OSAIC ADVISORY SERVICES, LLC's Item 11 disclosure-reporting entries rose by 1 (6 -> 7).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
May 2024 — OSAIC ADVISORY SERVICES, LLC's Item 11 disclosure-reporting entries rose by 3 (3 -> 6).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2024 — OSAIC ADVISORY SERVICES, LLC added office(s): 56 -> 155 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2024 — TRIAD HYBRID SOLUTIONS is now doing business as OSAIC ADVISORY SERVICES, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
85
April 2024 — OSAIC ADVISORY SERVICES, LLC grew from 119 to 141 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
March 2024 — TRIAD HYBRID SOLUTIONS moved its main office from NORCROSS, GA to ATLANTA, GA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.