Osaic Fs, Inc.
$566M reported client assets across 3 advisory firms in FY2024 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Prudent Investor Advisors, Llc | $344M | $1.2B | 29.8% | 03/19/2025 |
| Rogan & Associates, Inc. | $220M | $662M | 33.2% | 03/27/2025 |
| Northlanding Financial Partners, Llc | $1.8M | $129M | 1.4% | 03/24/2025 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.