Osaic, one of the nation’s largest providers of wealth management strategies, has continued its rapid expansion with the addition of two substantial independent advisory firms: True Wealth Advisors, which oversees more than $705 million in client assets, and Soundview Financial Group, which manages approximately $104 million.
The announcements mark another strategic step in Osaic’s efforts to strengthen its national advisor network and attract high-growth, client-centric financial planning practices.
True Wealth Advisors, headquartered in Englewood, Colorado, joins Osaic from LPL Financial. The five-advisor team, led by Mason Samuels, CKA, CRPC, AIF, includes advisors Alex Goldstein, Lloyd Sprague, Sam Grizzle, and Ryan Nuu, along with support professionals Sami Merrick, Jake Rolin, and Ruth Leyerle. The firm specializes in practical, goal-based wealth strategies focused on retirement income and long-term wealth preservation for pre-retirees and retirees.
Samuels brings a distinctive advisory approach through his Certified Kingdom Advisor (CKA) designation, combining technical planning expertise with biblically aligned financial guidance. The firm selected Osaic following a comprehensive evaluation process and cited strong cultural alignment and meaningful connections made with Osaic’s home office team as key reasons for the move.
True Wealth becomes the latest LPL-affiliated team to join Osaic, following Simplified Wealth Management and AFC Planning Group, which transitioned in September. The addition further expands Osaic’s presence among independent advisory firms seeking scalable platforms, more substantial community alignment, and enhanced technology solutions.
In a parallel move, Soundview Financial Group of Tacoma, Washington, led by advisor Josh Hummel, has joined Osaic from Commonwealth. Soundview manages approximately $104 million in client assets and offers fee-based, holistic financial planning to align investments with clients’ long-term objectives. The firm’s decision reflects its desire to access Osaic’s broader technology infrastructure, business-support capabilities, and flexible capital and succession solutions.
Soundview’s affiliation continues Osaic’s momentum in the Pacific Northwest, building on recent additions of Four Pillars Investment Management, Gallagher Financial, and REVUP Private Wealth. Both new firms will leverage Osaic’s advisor-centric platform to expand service capabilities, streamline operations, and accelerate growth.
KEY QUOTES:
“We’re thrilled to welcome Mason and the True Wealth Advisors team to Osaic. Their dedication to helping clients build and preserve wealth aligns perfectly with our advisor-centric culture. We look forward to supporting their growth and providing the resources, technology and community that empower them to deliver an exceptional client experience.”
Kristen Kimmell, Executive Vice President of Business Development at Osaic
“We’re excited to support Josh and the Soundview team as they continue to accelerate their growth and success. Their momentum, paired with Osaic’s commitment to powering productivity, freeing up time, and providing leading support, is a powerful combination to unlock new levels of sustained growth.”
Kristen Kimmell, Executive Vice President of Business Development at Osaic
“We have a long track record of growth in the Seattle and Tacoma areas. Osaic’s vast network and expansive technology capabilities will allow us to continue that growth while furthering how we help clients achieve their financial goals.”
Josh Hummel, Financial Advisor, Soundview Financial Group
