12.16.25

Osaic Adds $1.1B AUA Firm to W-2 Channel

by: Steve Randall

Osaic said Veater Financial Group, a California-based advisory firm overseeing about $1.1 billion in assets under administration (AUA), has joined its supported independent channel under the Empowered Independence model. Led by president and financial professional George Veater, the firm has been affiliated with Osaic since 2020 and includes three financial professionals and four support staff, all transitioning to W-2 employees. Veater said the move provides operational infrastructure and strategic support while allowing the team to focus on client service and growth. He will also take on an expanded role within Osaic’s Western region, collaborating on organic growth, succession planning and long-term expansion. Osaic CEO Jamie Price said the transition highlights growing advisor interest in the firm’s flexible operating model.

Read the full article on InvestmentNews