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Osaic Rocked by $1.5B Defection—Why Their Star Team Fled to Commonwealth

The $1.5 billion departure of Angelo Planning Group from Osaic to Commonwealth underscores a trend of advisors fleeing large-scale consolidators in favor of boutique, service-first platforms. The move coincided with Commonwealth’s $2.7 billion acquisition by LPL Financial. With over $6 billion in recent defections, Osaic faces growing pressure. Advisors should assess platform stability, culture, and transition support as key decision-making factors in 2025 and beyond.