Business
Midtown Advisors Joins Osaic, Bringing $153 Million in Client Assets
SCOTTSDALE, Ariz., February 05, 2026--Osaic, Inc. ("Osaic"), one of the nation’s largest providers of wealth management strategies, today announced that Midtown Advisors, an independent wealth management firm based in Raleigh, North Carolina, has affiliated with the firm. Led by Managing Director Tom Perry, Midtown Advisors manages approximately $153 million in client assets and joins Osaic following more than a decade with LPL Financial.
About this update from Lpl Financial Holdings Inc.
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