$220 Million Ex-Cetera Team Transitions to Osaic

Osaic Inc., one of the nation’s largest wealth managers and independent broker-dealers, announced that Sanders Wealth Management, an independent 50-year-old wealth management firm based in Upstate South Carolina, has joined its network after transitioning from Cetera. Led by Nathan Sanders, president, the team oversees approximately $220 million in client assets.

“At Sanders Wealth Management, our mission has always been to put people first and guide them through every stage of their financial lives with clarity and care,” said Sanders. “As we evaluated the next phase of our growth, it became clear that Osaic was the best-suited firm to help us deliver on our mission of putting people first, and planning for today and tomorrow together.”

By joining Osaic, Sanders said the team gains access to an expanded technology platform, broader investment solutions, and a suite of resources designed to strengthen both client service and operational efficiency,

“Nathan and his team bring incredible energy and expertise to our Osaic community, and we’re honored to support their continued journey,” said Kristen Kimmell, executive vice president of business development at Osaic. “With Osaic’s platform supporting them, we look forward to helping them drive productivity and efficiency, creating more time to focus on their clients and grow their business.”

Sanders Wealth Management joins a growing list of independent firms aligning with Osaic. Other recent additions include Pilot Rock Financial Advisors, ArrowPoint Wealth Advisors, and Virtus Wealth Solutions.

Osaic, a portfolio company of Reverence Capital Partners, is one of the nation’s largest providers of wealth management strategies, supporting approximately 11,000 financial professionals.

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