OA
OSAIC ADVISORY SERVICES, LLC
SEC RegisteredATLANTA, GAhttps://ascentfinancialgroup.com866-580-8219
Assets Under Management
$5B–$25B
Employees
2180
Office Locations
26 offices
Total Accounts
50459
About the firm
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
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 25,761 | $6.1B |
| High Net Worth Individuals | 3,755 | $8.9B |
| Charitable Organizations | 70 | $22M |
| State/Municipal Entities | 38 | — |
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 147
Chad Allen Abel
Investment Adviser Representative
Christopher Carl Ahlgrim
Investment Adviser Representative
Nasser Ahmad
Investment Adviser Representative
James Christopher Aiello
Investment Adviser Representative
Mary Grace Ales
Investment Adviser Representative
Richard Dale Almond
Investment Adviser Representative
Stanley Alterman
Investment Adviser Representative
Richard Lee Anderson
Investment Adviser Representative
Allison Nicole Ardingo
Investment Adviser Representative
Robert Allen Armstrong
Investment Adviser Representative
Eric Shawn Ashburn
Investment Adviser Representative
Stephanie Louise Atli
Investment Adviser Representative
Christopher Michael Auten
Investment Adviser Representative
Gregory Scott Aynesworth
Investment Adviser Representative
Ryan James Badger
Investment Adviser Representative
Steven Bruce Baker
Investment Adviser Representative
George Peter Bellucci
Investment Adviser Representative
Roberto Alexandro Blanco
Investment Adviser Representative
Robert Thomas Bockel
Investment Adviser Representative
Tina Louise Boeving
Investment Adviser Representative
Daniel L Bonder
Investment Adviser Representative
Raymond K Bramer
Investment Adviser Representative
Charlene Elizabeth Ann Bridger
Investment Adviser Representative
Alexander James Brinkman
Investment Adviser Representative
Harvey Alan Brode
Investment Adviser Representative
Marco Frank Bronzini
Investment Adviser Representative
Heather Buckridge
Investment Adviser Representative
Rizwan Bukhari
Investment Adviser Representative
Yisen Cai
Investment Adviser Representative
Joseph Patrick Cain
Investment Adviser Representative
Olivia Burke Casper
Investment Adviser Representative
Kimberly A Cavaliere
Investment Adviser Representative
Amy Beth Centanni
Investment Adviser Representative
Mark A Cirelli
Investment Adviser Representative
Julie Ann Coombs
Investment Adviser Representative
John L Costello
Investment Adviser Representative
Jeffery Michael Darwish
Investment Adviser Representative
Gary Blayde Davis
Investment Adviser Representative
Claudia Elizabeth De La Rosa
Investment Adviser Representative
Evelyn Kay Duka
Investment Adviser Representative
James Austin Duke
Investment Adviser Representative
Kelly Anne Eldridge
Investment Adviser Representative
Nicholas David Faller
Investment Adviser Representative
Brian Farkas
Investment Adviser Representative
Athena Johnson Felhandler
Investment Adviser Representative
Xavier Clemente Felipe
Investment Adviser Representative
Wilmer Ernesto Fernandez Dominguez
Investment Adviser Representative
Armand Leeman Fidler
Investment Adviser Representative
Joann Fontanez
Investment Adviser Representative
Blake Fortune
Investment Adviser Representative
Gregg Randall Fortune
Investment Adviser Representative
Lee Bryan Friedman
Investment Adviser Representative
Adriel John Gaines
Investment Adviser Representative
Henry Gallardo
Investment Adviser Representative
Thomas Henry Gallardo
Investment Adviser Representative
Joseph Patrick Gallemore
Investment Adviser Representative
Michael Blake Gallion
Investment Adviser Representative
Richard Peter Gigliotti
Investment Adviser Representative
John Chaney Griffin
Investment Adviser Representative
Shane Austin Hamashige
Investment Adviser Representative
William Clifford Hanf
Investment Adviser Representative
Amanda Hadley Harrelson
Investment Adviser Representative
Antwone M Harris
Investment Adviser Representative
Meagan A Hassebrock
Investment Adviser Representative
Michelle Ann Heffel
Investment Adviser Representative
Ryan Thomas Heiligenthal
Investment Adviser Representative
Rory Daniel Henderson
Investment Adviser Representative
Debra Ann Hendrickson
Investment Adviser Representative
Peter Anthony Hirsch
Investment Adviser Representative
Jakob Hollingshaus
Investment Adviser Representative
Anthony William Hosfeld
Investment Adviser Representative
Larry Bernard Hughes
Investment Adviser Representative
Jason Andrew Iannantuono
Investment Adviser Representative
Kim Marie James
Investment Adviser Representative
Albert Allen Jansen
Investment Adviser Representative
Aaron David Jensen
Investment Adviser Representative
Jack Lewis Jones
Investment Adviser Representative
Alan Michael Jotkoff
Investment Adviser Representative
Ryan Philip Jotkoff
Investment Adviser Representative
Philip Andrew Kaye-Skinner
Investment Adviser Representative
Jeremy Landon Keating
Investment Adviser Representative
Henry William Kettler
Investment Adviser Representative
Jubin Keyvan
Investment Adviser Representative
Randall Lee King
Investment Adviser Representative
Theresa A Labadie
Investment Adviser Representative
David Alan Leavitt
Investment Adviser Representative
Nathan Gin Lee
Investment Adviser Representative
Eduardo Esteban Martinez
Investment Adviser Representative
Ryan Schroeder Mathes
Investment Adviser Representative
Clayton Cade McKenzie
Investment Adviser Representative
Alexander James Mele
Investment Adviser Representative
Timothy Arthur Mellon
Investment Adviser Representative
Barbara Ann Million
Investment Adviser Representative
Karl Anthony Moore
Investment Adviser Representative
Jeffrey Glenn Moormeier
Investment Adviser Representative
Diego Hernan Morcillo
Investment Adviser Representative
Mark Thomas Morgan
Investment Adviser Representative
Jeffrey Andrew Nance
Investment Adviser Representative
Monica Salaiz Narvaez
Investment Adviser Representative
John Oliva
Investment Adviser Representative
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
Website
ascentfinancialgroup.comPhone
866-580-8219Find an advisor that fits
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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.