broker dealer
Osaic
In PWD coverage since August 17, 2026 · 10 stories
-1Talent net · 12 months1 in · 2 out
Talent flow · 12 monthsOn the wire →
Net -1 · 1 arrivals · 2 departures
Advisor
Jun 30 · team liftout
Arrivals
Chad Sarsfield
Aug 20 · from Ameriprise Financial Services
PWD coverage
RIA
AE Wealth's $250 billion target outpaces its organic growth
Shannon Larson, the new president from Osaic, brings an M&A record to a firm whose $52 billion base grows 12% a year — and whose 2035 goal needs about 19%.