Hoyt Jensen & Associates Join Osaic, Bringing $190 Million in Client Assets

Phoenix-area advisory firm departs Ameriprise to design an independent practice aligned with client-first values

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced that Hoyt Jensen & Associates, an independent wealth management firm based in the Phoenix metropolitan area, has joined Undefined Gridlines, Inc. (“UGLI”), an office of supervisory jurisdiction (OSJ) under Osaic. Led by financial advisors Justin Hoyt and Jason Jensen, the team was previously affiliated with Ameriprise Financial and oversees approximately $190 million in client assets.

For Hoyt and Jensen, the move represents a deliberate step toward independence, one that allows them to design a practice fully aligned with their values and their clients’ best interests. After evaluating multiple wealth management firms, the team selected Osaic for its balance of autonomy, infrastructure and collaborative support.

“We were drawn to Osaic for its advisor-centric culture, flexible independence model, robust technology and planning platforms, and strong community support,” said Hoyt. “The move to partner with UGLI allows us to deliver a more customized, forward-thinking experience for clients while positioning the practice for long-term scalability and succession planning.”

At Osaic, independence is not only respected but actively supported. The firm provides advisors with the flexibility to operate independently while offering access to an open-architecture platform, comprehensive wealth management solutions and resources designed to drive efficiency and growth.

“We’re proud to welcome a team that shares our values of empowering wealth and leaving lasting legacies,” said John DiMonda, executive vice president of advisor engagement and co-head of the independent channel at Osaic. “This partnership reflects our commitment to empowering advisors with the freedom and support they need to build enduring, client-focused businesses, with the backing of a platform designed to accelerate productivity and free up time.”

Osaic continues to attract leading firms across the industry, including IDT Capital Group, F & M Investment Partners and Oakfield Wealth Management Group.

To learn more about Osaic, please visit Osaic.com.

About Osaic

Osaic, Inc. (“Osaic”), a portfolio company of Reverence Capital Partners, is one of the nation’s largest providers of wealth management strategies, supporting over 10,000 financial professionals. Osaic’s mission is to empower entrepreneurial advisors to create leading wealth management solutions that enhance lives and legacies. Visit www.osaic.com to learn more.

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC, and CW Advisors, LLC, registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.