AdFi
OA

OSAIC ADVISORY SERVICES, LLC

SEC Registered

The Path to Retirement Can be long and winding

ATLANTA, GAhttps://ascentfinancialgroup.com866-580-8219
Assets Under Management
$5B–$25B
Employees
2180
Office Locations
26 offices
Total Accounts
50459

About the firm

Ascent Financial Group is an independent financial advisory firm that helps clients develop custom financial strategies from a wide array of products, services, and approaches to meet specific financial needs, no matter how close they are to retirement.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal

Areas of expertise

Retirement PlanningInvestmentsLife InsuranceWealth ManagementIra/401(k) RolloversTax ManagementAnnuitiesAsset ManagementIRA Legacy Planning

Services

Retirement Income Strategies, Investments, Life Insurance, Wealth Management, IRA/401(k) Rollovers, Tax Management Strategies, Annuities, Asset Management Strategies, and IRA Legacy Planning

Who they serve

Individuals planning for or approaching retirement

Client segmentClientsAssets managed
Individuals (Non-HNW)25,761$6.1B
High Net Worth Individuals3,755$8.9B
Charitable Organizations70$22M
State/Municipal Entities38—

170 total clients reported on Form ADV.

Leadership

Amy R Rehn
CHIEF OPERATING OFFICER
Michael Christian Bryan
PRESIDENT
Inc. Advisor Group Holdings
MANAGER/SOLE MEMBER
Bernard Andre Breton
CHIEF COMPLIANCE OFFICER
Inc. Ladenburg Thalmann Financial Services
SHAREHOLDER
Ag Parent Corp.
SHAREHOLDER
Ag Intermediate Corp.
SHAREHOLDER
L.p. Ag Artemis Holdings
SHAREHOLDER
Rcp Artemis Co-Invest L.p.
LIMITED PARTNER
Llc Ag Artemis Holdings Gp
GENERAL PARTNER
Lp Rcp Opp Fund Ii Gp
MEMBER
Lp Rcp Opp Fund Ii Gp
MEMBER
Rcp Genpar Lp
LIMITED PARTNER
Rcp Genpar Holdco Llc
LIMITED PARTNER
Rcp Artemis Co-Invest Gp Llc
GENERAL PARTNER
Mrb Icbc Llc
MEMBER
Milton Ralph Berlinski
MEMBER
Milton Ralph Berlinski
GENERAL PARTNER
Milton Ralph Berlinski
INVESTMENT MANAGER
The Berlinski Family 2006 Trust
MEMBER
Milton Ralph Berlinski
TRUSTEE
Milton Ralph Berlinski
GENERAL PARTNER

Office locations

26 offices in 15 states
GA
ATLANTAHQ
TX
HOUSTON
FL
WEST MELBOURNE
WI
APPLETON
PA
ALLENTOWN
NC
WILMINGTON
WA
BOTHELL
TN
KNOXVILLE
PA
WORMLEYSBURG
PA
GETTYSBURG
VA
VIENNA
IL
SOUTH BARRINGTON
TX
EL PASO
NC
GREENSBORO
SC
SENECA
OR
LAKE OSWEGO
SC
GREENVILLE
PA
WEST CHESTER
TX
KELLER
PA
LEMOYNE
CO
COLORADO SPRINGS
AL
HUNTSVILLE
MI
TROY
FL
NAPLES
FL
PLANTATION
CO
ENGLEWOOD

Advisors at this firm

Showing 100 of 358

Chad Allen Abel
Investment Adviser Representative
Dual-registered
Christopher Carl Ahlgrim
Investment Adviser Representative
Dual-registered
Nasser Ahmad
Investment Adviser Representative
Dual-registered
James Christopher Aiello
Investment Adviser Representative
Dual-registered
Mary Grace Ales
Investment Adviser Representative
Dual-registered
Richard Dale Almond
Investment Adviser Representative
Dual-registered
Stanley Alterman
Investment Adviser Representative
Dual-registered
Richard Lee Anderson
Investment Adviser Representative
Investment Adviser Rep
Allison Nicole Ardingo
Investment Adviser Representative
Dual-registered
Robert Allen Armstrong
Investment Adviser Representative
Dual-registered
Eric Shawn Ashburn
Investment Adviser Representative
Dual-registered
Stephanie Louise Atli
Investment Adviser Representative
Investment Adviser Rep
Christopher Michael Auten
Investment Adviser Representative
Dual-registered
Gregory Scott Aynesworth
Investment Adviser Representative
Dual-registered
Preston Dean Bailey
Investment Adviser Representative
Dual-registered
Shannon C Barry
Investment Adviser Representative
Investment Adviser Rep
Douglas Harry Barton
Investment Adviser Representative
Dual-registered
Janet Marie Bauer
Investment Adviser Representative
Dual-registered
Christopher Eron Beard
Investment Adviser Representative
Dual-registered
James Edward Bell
Investment Adviser Representative
Dual-registered
Brent F Besinger
Investment Adviser Representative
Dual-registered
Latrica Birgan
Investment Adviser Representative
Investment Adviser Rep
Cassie Blazevski
Investment Adviser Representative
Investment Adviser Rep
Tristan Shawn Bliesner
Investment Adviser Representative
Dual-registered
Matthew K Brand
Investment Adviser Representative
Dual-registered
George Blunt Breeden II
Investment Adviser Representative
Dual-registered
Natalie Joy Brent
Investment Adviser Representative
Dual-registered
Jeffery Owen Briggs
Investment Adviser Representative
Dual-registered
Raymond Bradley Brown
Investment Adviser Representative
Dual-registered
Sarah Michele Burdette
Investment Adviser Representative
Dual-registered
Christopher Wesley Bush
Investment Adviser Representative
Investment Adviser Rep
Kindra Jean Byerly
Investment Adviser Representative
Dual-registered
Ryan James Badger
Investment Adviser Representative
Dual-registered
Blake Thomas Bailey
Investment Adviser Representative
Dual-registered
Steven Bruce Baker
Investment Adviser Representative
Dual-registered
Michael Justin Bell
Investment Adviser Representative
Dual-registered
George Peter Bellucci
Investment Adviser Representative
Dual-registered
Roberto Alexandro Blanco
Investment Adviser Representative
Dual-registered
Jamie Sue Blum
Investment Adviser Representative
Investment Adviser Rep
Robert Thomas Bockel
Investment Adviser Representative
Investment Adviser Rep
Tina Louise Boeving
Investment Adviser Representative
Dual-registered
Brett Matthew Bollaert
Investment Adviser Representative
Dual-registered
Devyn Michael Bond
Investment Adviser Representative
Dual-registered
Daniel L Bonder
Investment Adviser Representative
Dual-registered
Brian Borden
Investment Adviser Representative
Investment Adviser Rep
James Donald Boss
Investment Adviser Representative
Dual-registered
Raymond K Bramer
Investment Adviser Representative
Dual-registered
Charlene Elizabeth Ann Bridger
Investment Adviser Representative
Dual-registered
Alexander James Brinkman
Investment Adviser Representative
Dual-registered
Harvey Alan Brode
Investment Adviser Representative
Dual-registered
Marco Frank Bronzini
Investment Adviser Representative
Dual-registered
Brett Hansen Buckley
Investment Adviser Representative
Dual-registered
Heather Buckridge
Investment Adviser Representative
Investment Adviser Rep
Rizwan Bukhari
Investment Adviser Representative
Dual-registered
James Samuel Burcham
Investment Adviser Representative
Dual-registered
Ernest Mark Caponegro
Investment Adviser Representative
Dual-registered
Brian Matthew Cartier
Investment Adviser Representative
Dual-registered
Johnnie Lee Chestnut
Investment Adviser Representative
Dual-registered
Jeremy Scott Clark
Investment Adviser Representative
Dual-registered
Richard Gerald Clifford
Investment Adviser Representative
Dual-registered
Robert John Clifford
Investment Adviser Representative
Dual-registered
James Edward Clouse
Investment Adviser Representative
Dual-registered
James B. Costello
Investment Adviser Representative
Dual-registered
Richard Peter Cross
Investment Adviser Representative
Dual-registered
Thomas J Curtin
Investment Adviser Representative
Dual-registered
John Joseph Cvach
Investment Adviser Representative
Dual-registered
Yisen Cai
Investment Adviser Representative
Dual-registered
Joseph Patrick Cain
Investment Adviser Representative
Dual-registered
Keegan Grant Carl
Investment Adviser Representative
Dual-registered
Olivia Burke Casper
Investment Adviser Representative
Dual-registered
Kimberly A Cavaliere
Investment Adviser Representative
Dual-registered
Amy Beth Centanni
Investment Adviser Representative
Dual-registered
Cameron Nicholas Chestnut
Investment Adviser Representative
Dual-registered
Mark A Cirelli
Investment Adviser Representative
Dual-registered
Julie Ann Coombs
Investment Adviser Representative
Dual-registered
John L Costello Jr
Investment Adviser Representative
Dual-registered
Stephen James Cribley
Investment Adviser Representative
Dual-registered
Todd Christian Darnold
Investment Adviser Representative
Dual-registered
Roberta Frances Daugherty
Investment Adviser Representative
Dual-registered
Bryon Jon Decker
Investment Adviser Representative
Dual-registered
Terry Bryan Dickey
Investment Adviser Representative
Dual-registered
Mary Frances Dill Sullivan
Investment Adviser Representative
Dual-registered
Michelle Ruth Drewry
Investment Adviser Representative
Dual-registered
Erica Leigh Dunbar
Investment Adviser Representative
Dual-registered
Jeffery Michael Darwish
Investment Adviser Representative
Dual-registered
Gary Blayde Davis
Investment Adviser Representative
Dual-registered
Claudia Elizabeth De La Rosa
Investment Adviser Representative
Investment Adviser Rep
Evelyn Kay Duka
Investment Adviser Representative
Dual-registered
James Austin Duke
Investment Adviser Representative
Dual-registered
Brent Coleman Elliott
Investment Adviser Representative
Dual-registered
Valden J Ellis
Investment Adviser Representative
Dual-registered
Kathryn Ellen Emling
Investment Adviser Representative
Dual-registered
Nathan Loren Enzian
Investment Adviser Representative
Dual-registered
Kelly Anne Eldridge
Investment Adviser Representative
Dual-registered
Joseph Gerard Falgoust
Investment Adviser Representative
Dual-registered
Jeremy Robert Fortin
Investment Adviser Representative
Dual-registered
Paul Daniel Franco
Investment Adviser Representative
Dual-registered
Wesley Stiles Frierson
Investment Adviser Representative
Dual-registered
Nicholas David Faller
Investment Adviser Representative
Dual-registered
Brian Farkas
Investment Adviser Representative
Dual-registered

Regulatory & compliance

CRD number
#171070
SEC Number
801-80075
Disciplinary History
Yes
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee

Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. OSAIC ADVISORY SERVICES, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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OSAIC ADVISORY SERVICES, LLC in ATLANTA, GA | AdvisorFinder