Osaic Inc
10/13/2026 | Press release | Archived content
Shannon Reid on Osaic's 'Broad Optionality' for FAs, RIAs
Shannon Reid on Osaic's 'Broad Optionality' for FAs, RIAs
Shannon Reid highlights how Osaic's range of RIA affiliation models gives advisors greater choice, flexibility and continuity as their businesses evolve.
As more broker-dealers make their way into the increasingly competitive registered investment advisory space, Osaic's president and head of advisor growth spoke to Financial Advisor IQ about how the firm's various RIA affiliation models compare to other options in the market.
Shannon Reid, in an interview with FA-IQ last week, noted that advisors may consider an RIA affiliation model at a broker-dealer rather than joining a large RIA aggregator to avoid the possibility of ending up under different ownership later.
She said that Osaic's scale and size lessens the likelihood that it could be absorbed by another firm.
"The biggest independent firm is LPL. LPL could not absorb a firm the size of Osaic. Nor can a firm like Raymond James. It's just a totally different scale, and they're probably the two biggest, most well-capitalized [firms] in the industry," Reid said.
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Osaic Inc published this content on October 13, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on October 15, 2026 at 18:01 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]