Skip to content

Osaic Lands $210 Million Team from Ameriprise

Osaic, one of the nation’s largest providers of wealth management services, announced the addition of Latitude Wealth Advisors, a wealth management firm that represents $210 million in total client assets. The firm was formerly affiliated with Ameriprise Financial and joins Osaic through Affiliated Advisors, one of Osaic’s largest enterprise OSJs (“Office of Supervisory Jurisdiction”).

The Latitude partnership includes wealth advisors Robert Martino, CFP, ChFC, CLU, RICP, CRPC, CLTC; Jason Harris, MSFS, CRPC; Anthony Martino, CRPC, CLTC, RICP; and Mark Harris. According to a release from Osaic, the four founding partners have more than 100 years of combined experience in helping clients meet their long-term financial goals.

“We were seeking a new partner for the next chapter of our growth, and Osaic and Affiliated Advisors provided the clearest choice based on the breadth and depth of their platform,” said Mr. Martino.

“We are thrilled to be providing Jason, Mark, Robert, Anthony and their talented team with the resources and technology to achieve their true growth potential,” said Affiliated Advisors President Rita Robbins.

Kristen Kimmell, Executive Vice President Business Development, Osaic, said, “Latitude is a great practice run by an exceptional team. They came to Osaic for the flexibility to provide client-centric solutions and technology to enhance their clients’ experience, while taking advantage of resources to streamline workflows. The team is also excited about joining a community of like-minded professionals where they can share best practices. We welcome Latitude to the family and congratulate Rita and her team at Affiliated Advisors for their ongoing success in attracting top-tier advisors and practices to the Osaic platform.”

Affiliated Advisors provides a comprehensive suite of business management, compliance, technology, marketing, and investment advisory services, along with direct access to service professionals skilled in helping advisors streamline their workflows. With the addition of Latitude Wealth Advisors, Affiliated Advisors now serves over 100 advisors and 60 staff, representing more than $4 billion in client assets.

Osaic Inc. is a portfolio company of Reverence Capital Partners and is one of the nation’s largest providers of wealth management solutions, supporting over 10,500 financial professionals.

Click here to visit The DI Wire directory page.