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OSAIC WEALTH, INC.
SEC RegisteredYour Future is Our Focus
SCOTTSDALE, AZhttps://matuliafinancial.com800-821-5100
Assets Under Management
$25B+
Employees
8979
Office Locations
26 offices
Total Accounts
850797
About the firm
Matulia Financial is built on a foundation of thoughtful client relationships, with long-term relationships that encourage open and honest communication as the cornerstone of their foundation of success.
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
Personal FinanceClient RelationshipsFinancial PlanningRisk Tolerance
Who they serve
Individuals and families seeking help with their personal financial situation, dreams, goals, and risk tolerance.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 513,910 | $113.4B |
| High Net Worth Individuals | 55,457 | $113.4B |
| Investment Companies | 2 | — |
| Pension/Profit Sharing Plans | 3 | $224k |
| Charitable Organizations | 1,251 | $1.1B |
| State/Municipal Entities | 855 | — |
56,660 total clients reported on Form ADV.
Leadership
Cynthia A Hamel
DIRECTOR, CHIEF OPERATIONS OFFICER, EVP
Dmitry Nmn Goldin
DIRECTOR, CHIEF EXECUTIVE OFFICER, PRESIDENT
Inc. Advisor Group
SHAREHOLDER
Inc. Advisor Group Holdings
SHAREHOLDER
L.p. Lightyear Fund Iii
SHAREHOLDER
James Dale Price
CHAIRMAN
Nina Schloesser Mckenna
EXECUTIVE VICE PRESIDENT, SECRETARY
Office locations
26 offices in 18 states
AZ
SCOTTSDALEHQ
NY
JERICHO
MN
NEW BRIGHTON
OH
MAUMEE
HI
HONOLULU
IN
MISHAWAKA
MI
SOUTHFIELD
NC
RALEIGH
RI
WARWICK
NJ
LIVINGSTON
MN
ROCHESTER
MA
NEEDHAM HEIGHTS
TX
SAN ANTONIO
CA
LAFAYETTE
OH
COLUMBUS
NY
MELVILLE
WA
BELLEVUE
MT
BILLINGS
FL
FORT LAUDERDALE
MA
BRAINTREE
WI
MILWAUKEE
CA
CAMARILLO
NC
RALEIGH
IL
OAKBROOK TERRACE
IL
WARRENVILLE
WI
BROOKFIELD
Advisors at this firm
Showing 100 of 9286
Robert Thomas Angevine
Investment Adviser Representative
Mark Jay Aasen
Investment Adviser Representative
Angela Christine Abbott
Investment Adviser Representative
Charles Joseph Abboud
Investment Adviser Representative
Steven Vincent Abbruzzese
Investment Adviser Representative
Antar Akira Abderrahman
Investment Adviser Representative
Chad Allen Abel
Investment Adviser Representative
Daniel Joseph Abel
Investment Adviser Representative
Evan Charles Abel
Investment Adviser Representative
Heath Patrick Abernathy
Investment Adviser Representative
Richard Joseph Abernathy
Investment Adviser Representative
Matthew Abramo
Investment Adviser Representative
Jose Miguel Abrams Arroyo
Investment Adviser Representative
Craig Gerard Accardo
Investment Adviser Representative
Joseph Michael Accardo
Investment Adviser Representative
Stephen Michael Acerra
Investment Adviser Representative
Jairo Andres Acevedo
Investment Adviser Representative
Marcos Antonio Acevedo
Investment Adviser Representative
Rodney Steven Acord
Investment Adviser Representative
Abiel Acosta
Investment Adviser Representative
Aaron Eugene Adams
Investment Adviser Representative
Aiyisha Adams
Investment Adviser Representative
Andrew Robert Adams
Investment Adviser Representative
Carissa May Adams
Investment Adviser Representative
David Bernard Adams
Investment Adviser Representative
Harris Lawrence Adams
Investment Adviser Representative
Jay J Adams
Investment Adviser Representative
Jennifer Adams
Investment Adviser Representative
Lang Adams
Investment Adviser Representative
Nicholas Michael Adams
Investment Adviser Representative
Pierce Adams
Investment Adviser Representative
Ryan Clifford Adams
Investment Adviser Representative
Steve Eugene Adams
Investment Adviser Representative
Louis Anthony Addesso
Investment Adviser Representative
Steven Andrew Addison
Investment Adviser Representative
James S Adducci
Investment Adviser Representative
Geoffrey Carson Aden
Investment Adviser Representative
Mark Paul Ader
Investment Adviser Representative
Cassandra Rene Adesina
Investment Adviser Representative
Carla Hogan Adkins
Investment Adviser Representative
Drew James Adler
Investment Adviser Representative
Logan Adler
Investment Adviser Representative
Julius William Aebly
Investment Adviser Representative
Dylan Gary Aeikens
Investment Adviser Representative
Vince Carlo Affinito
Investment Adviser Representative
David Ahmad Afzal
Investment Adviser Representative
William Agan
Investment Adviser Representative
Elisha Danielle Agarwal
Investment Adviser Representative
Jonathon Wayne Aggen
Investment Adviser Representative
David Aghai
Investment Adviser Representative
Matthew Lawrence Agius
Investment Adviser Representative
Michael Henry Agnello
Investment Adviser Representative
Trevor Duncan Agnew
Investment Adviser Representative
Maria Delosangeles Agosto
Investment Adviser Representative
James P Agrawal
Investment Adviser Representative
Ryan David Aguiar
Investment Adviser Representative
Steve John Aguiar
Investment Adviser Representative
Jacob William Aguilera
Investment Adviser Representative
John Joseph Aguilera
Investment Adviser Representative
Timothy J Aguillard
Investment Adviser Representative
Angel Mutuc Aguinaldo
Investment Adviser Representative
Neil Joseph Ahearn
Investment Adviser Representative
Christopher Carl Ahlgrim
Investment Adviser Representative
Nasser Ahmad
Investment Adviser Representative
Mansoor Ahmed
Investment Adviser Representative
Todd Wallace Ahrenholz
Investment Adviser Representative
Zackary Kuiolaakea Ahyat
Investment Adviser Representative
Dustin Tylor Aiguier
Investment Adviser Representative
Edward Albert Aiken
Investment Adviser Representative
Ross Meath Ainley
Investment Adviser Representative
Michael Charles Ajello
Investment Adviser Representative
Mohamed Abdur Rahman Akram
Investment Adviser Representative
Cortney James Albanese
Investment Adviser Representative
Michael Charles Albert
Investment Adviser Representative
Donald Bruce Albiston
Investment Adviser Representative
Antonio Enrique Albistu
Investment Adviser Representative
Cory T Albrecht
Investment Adviser Representative
Kevin Glenn Albrecht
Investment Adviser Representative
Reo Bennett Alderman
Investment Adviser Representative
Sarah Baxter Alderman
Investment Adviser Representative
Mauricio Aldrete
Investment Adviser Representative
Thomas John Aldrich
Investment Adviser Representative
Thomas Aldrich
Investment Adviser Representative
Christina Marie Aleckson
Investment Adviser Representative
Mary Grace Ales
Investment Adviser Representative
Ethan John Alessi
Investment Adviser Representative
Timothy Allen Alessi
Investment Adviser Representative
Annette Renee Alexander
Investment Adviser Representative
Dirk Alexander
Investment Adviser Representative
Gary Christopher Alexander
Investment Adviser Representative
Jimmie Alexander
Investment Adviser Representative
Mason Phillip Alexander
Investment Adviser Representative
Michelle Alexander
Investment Adviser Representative
Shaju Alexander
Investment Adviser Representative
Stephen Edward Alexander
Investment Adviser Representative
Judith G Alexander-Wasley
Investment Adviser Representative
Nasser Ali
Investment Adviser Representative
Sabin Berg Alibrandi
Investment Adviser Representative
Joseph Joseph Aliotta
Investment Adviser Representative
Daniela Aljawad
Investment Adviser Representative
Regulatory & compliance
CRD number
#23131
SEC Number
801-54859
Disciplinary History
Yes
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Minimum: $5,500 (waivable)
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
matuliafinancial.comPhone
800-821-5100Find 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 WEALTH, INC. 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.