AdFi
OA

OSAIC ADVISORY SERVICES, LLC

SEC Registered
ATLANTA, 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 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 147

Chad Allen Abel
Investment Adviser Representative
Investment Adviser Rep
Christopher Carl Ahlgrim
Investment Adviser Representative
Investment Adviser Rep
Nasser Ahmad
Investment Adviser Representative
Investment Adviser Rep
James Christopher Aiello
Investment Adviser Representative
Investment Adviser Rep
Mary Grace Ales
Investment Adviser Representative
Investment Adviser Rep
Richard Dale Almond
Investment Adviser Representative
Investment Adviser Rep
Stanley Alterman
Investment Adviser Representative
Investment Adviser Rep
Richard Lee Anderson
Investment Adviser Representative
Investment Adviser Rep
Allison Nicole Ardingo
Investment Adviser Representative
Investment Adviser Rep
Robert Allen Armstrong
Investment Adviser Representative
Investment Adviser Rep
Eric Shawn Ashburn
Investment Adviser Representative
Investment Adviser Rep
Stephanie Louise Atli
Investment Adviser Representative
Investment Adviser Rep
Christopher Michael Auten
Investment Adviser Representative
Investment Adviser Rep
Gregory Scott Aynesworth
Investment Adviser Representative
Investment Adviser Rep
Ryan James Badger
Investment Adviser Representative
Investment Adviser Rep
Steven Bruce Baker
Investment Adviser Representative
Investment Adviser Rep
George Peter Bellucci
Investment Adviser Representative
Investment Adviser Rep
Roberto Alexandro Blanco
Investment Adviser Representative
Investment Adviser Rep
Robert Thomas Bockel
Investment Adviser Representative
Investment Adviser Rep
Tina Louise Boeving
Investment Adviser Representative
Investment Adviser Rep
Daniel L Bonder
Investment Adviser Representative
Investment Adviser Rep
Raymond K Bramer
Investment Adviser Representative
Investment Adviser Rep
Charlene Elizabeth Ann Bridger
Investment Adviser Representative
Investment Adviser Rep
Alexander James Brinkman
Investment Adviser Representative
Investment Adviser Rep
Harvey Alan Brode
Investment Adviser Representative
Investment Adviser Rep
Marco Frank Bronzini
Investment Adviser Representative
Investment Adviser Rep
Heather Buckridge
Investment Adviser Representative
Investment Adviser Rep
Rizwan Bukhari
Investment Adviser Representative
Investment Adviser Rep
Yisen Cai
Investment Adviser Representative
Investment Adviser Rep
Joseph Patrick Cain
Investment Adviser Representative
Investment Adviser Rep
Olivia Burke Casper
Investment Adviser Representative
Investment Adviser Rep
Kimberly A Cavaliere
Investment Adviser Representative
Investment Adviser Rep
Amy Beth Centanni
Investment Adviser Representative
Investment Adviser Rep
Mark A Cirelli
Investment Adviser Representative
Investment Adviser Rep
Julie Ann Coombs
Investment Adviser Representative
Investment Adviser Rep
John L Costello
Investment Adviser Representative
Investment Adviser Rep
Jeffery Michael Darwish
Investment Adviser Representative
Investment Adviser Rep
Gary Blayde Davis
Investment Adviser Representative
Investment Adviser Rep
Claudia Elizabeth De La Rosa
Investment Adviser Representative
Investment Adviser Rep
Evelyn Kay Duka
Investment Adviser Representative
Investment Adviser Rep
James Austin Duke
Investment Adviser Representative
Investment Adviser Rep
Kelly Anne Eldridge
Investment Adviser Representative
Investment Adviser Rep
Nicholas David Faller
Investment Adviser Representative
Investment Adviser Rep
Brian Farkas
Investment Adviser Representative
Investment Adviser Rep
Athena Johnson Felhandler
Investment Adviser Representative
Investment Adviser Rep
Xavier Clemente Felipe
Investment Adviser Representative
Investment Adviser Rep
Wilmer Ernesto Fernandez Dominguez
Investment Adviser Representative
Investment Adviser Rep
Armand Leeman Fidler
Investment Adviser Representative
Investment Adviser Rep
Joann Fontanez
Investment Adviser Representative
Investment Adviser Rep
Blake Fortune
Investment Adviser Representative
Investment Adviser Rep
Gregg Randall Fortune
Investment Adviser Representative
Investment Adviser Rep
Lee Bryan Friedman
Investment Adviser Representative
Investment Adviser Rep
Adriel John Gaines
Investment Adviser Representative
Investment Adviser Rep
Henry Gallardo
Investment Adviser Representative
Investment Adviser Rep
Thomas Henry Gallardo
Investment Adviser Representative
Investment Adviser Rep
Joseph Patrick Gallemore
Investment Adviser Representative
Investment Adviser Rep
Michael Blake Gallion
Investment Adviser Representative
Investment Adviser Rep
Richard Peter Gigliotti
Investment Adviser Representative
Investment Adviser Rep
John Chaney Griffin
Investment Adviser Representative
Investment Adviser Rep
Shane Austin Hamashige
Investment Adviser Representative
Investment Adviser Rep
William Clifford Hanf
Investment Adviser Representative
Investment Adviser Rep
Amanda Hadley Harrelson
Investment Adviser Representative
Investment Adviser Rep
Antwone M Harris
Investment Adviser Representative
Investment Adviser Rep
Meagan A Hassebrock
Investment Adviser Representative
Investment Adviser Rep
Michelle Ann Heffel
Investment Adviser Representative
Investment Adviser Rep
Ryan Thomas Heiligenthal
Investment Adviser Representative
Investment Adviser Rep
Rory Daniel Henderson
Investment Adviser Representative
Investment Adviser Rep
Debra Ann Hendrickson
Investment Adviser Representative
Investment Adviser Rep
Peter Anthony Hirsch
Investment Adviser Representative
Investment Adviser Rep
Jakob Hollingshaus
Investment Adviser Representative
Investment Adviser Rep
Anthony William Hosfeld
Investment Adviser Representative
Investment Adviser Rep
Larry Bernard Hughes
Investment Adviser Representative
Investment Adviser Rep
Jason Andrew Iannantuono
Investment Adviser Representative
Investment Adviser Rep
Kim Marie James
Investment Adviser Representative
Investment Adviser Rep
Albert Allen Jansen
Investment Adviser Representative
Investment Adviser Rep
Aaron David Jensen
Investment Adviser Representative
Investment Adviser Rep
Jack Lewis Jones
Investment Adviser Representative
Investment Adviser Rep
Alan Michael Jotkoff
Investment Adviser Representative
Investment Adviser Rep
Ryan Philip Jotkoff
Investment Adviser Representative
Investment Adviser Rep
Philip Andrew Kaye-Skinner
Investment Adviser Representative
Investment Adviser Rep
Jeremy Landon Keating
Investment Adviser Representative
Investment Adviser Rep
Henry William Kettler
Investment Adviser Representative
Investment Adviser Rep
Jubin Keyvan
Investment Adviser Representative
Investment Adviser Rep
Randall Lee King
Investment Adviser Representative
Investment Adviser Rep
Theresa A Labadie
Investment Adviser Representative
Investment Adviser Rep
David Alan Leavitt
Investment Adviser Representative
Investment Adviser Rep
Nathan Gin Lee
Investment Adviser Representative
Investment Adviser Rep
Eduardo Esteban Martinez
Investment Adviser Representative
Investment Adviser Rep
Ryan Schroeder Mathes
Investment Adviser Representative
Investment Adviser Rep
Clayton Cade McKenzie
Investment Adviser Representative
Investment Adviser Rep
Alexander James Mele
Investment Adviser Representative
Investment Adviser Rep
Timothy Arthur Mellon
Investment Adviser Representative
Investment Adviser Rep
Barbara Ann Million
Investment Adviser Representative
Investment Adviser Rep
Karl Anthony Moore
Investment Adviser Representative
Investment Adviser Rep
Jeffrey Glenn Moormeier
Investment Adviser Representative
Investment Adviser Rep
Diego Hernan Morcillo
Investment Adviser Representative
Investment Adviser Rep
Mark Thomas Morgan
Investment Adviser Representative
Investment Adviser Rep
Jeffrey Andrew Nance
Investment Adviser Representative
Investment Adviser Rep
Monica Salaiz Narvaez
Investment Adviser Representative
Investment Adviser Rep
John Oliva
Investment Adviser Representative
Investment Adviser Rep

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

Find an advisor that fits

Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.

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.