Freehold Wealth Management brings $576M to Osaic in multigenerational transfer

A South Carolina estate planning agency constructed throughout three relations has joined Osaic‘s nationwide community, including roughly $576 million in shopper belongings to the unbiased broker-dealer’s rising roster.

Freehold Wealth Management, based mostly in Landrum, South Carolina, was beforehand affiliated with Stifel Independent Advisors, which was acquired by Equitable Advisors earlier this yr following a deal that closed in February 2026.

The transfer brings a agency whose story is as a lot about household as it’s about finance. Freehold was based as a husband-and-wife apply by Cynthia “Cindy” Boyle and John Boyle, and has since grown to incorporate their daughter, Mary Steele, who serves as managing associate. The agency has additionally prolonged its geographic footprint past its Carolinas base, with monetary professionals now serving shoppers in Wisconsin, Michigan and North Carolina.

Freehold focuses on estate- and trust-oriented steering, serving what it describes as a various shopper base. The workforce cited a number of components behind its resolution to affiliate with Osaic: the platform’s scale, its curated asset administration capabilities by Ladenburg Thalmann Asset Management – an Osaic affiliate – and the breadth of its succession-planning assets. For a agency explicitly positioning itself as a multigenerational enterprise, that final level carried specific weight.

“Freehold Wealth Management has at all times been constructed round household, trusted relationships and serving to shoppers plan thoughtfully for the long run,” mentioned Cindy Boyle. “Osaic presents the dimensions and depth of assets we have been in search of whereas preserving the close-knit, entrepreneurial setting that’s central to our tradition.”

Steele, who joined the agency after her mother and father, supplied her personal tackle what the affiliation means for the enterprise’s long-term ambitions.

“I’m centered on constructing our household enterprise right into a agency that may serve shoppers and their households for many years to come back,” she mentioned. “Osaic’s group, succession-planning capabilities and broad wealth management assets give us a robust basis for that subsequent chapter. We’re excited to collaborate with and work in a group that understands each the place we’ve come from and the place we wish to go.”

A platform with succession on its thoughts

The Freehold affiliation is a part of a sustained push by Osaic – previously generally known as Advisor Group earlier than its 2023 rebrand – to draw companies with a watch on long-term continuity. The Scottsdale-based platform, which helps greater than 11,000 monetary professionals nationwide and is backed by private equity agency Reverence Capital Partners, has made succession planning a recurring theme in its recruitment technique.

Earlier in 2025, Osaic made a majority funding in Innovative Wealth Team, a Nashville-based agency offering succession planning providers for advisors nearing retirement, citing projections that greater than $124 trillion in belongings are anticipated to switch generationally by 2048. The platform additionally deepened a partnership with succession-planning software program supplier RISR final yr, giving its advisor community broader entry to enterprise valuation and transition instruments.

Shannon Reid, president of Osaic and head of advisor progress and engagement, mentioned the Freehold workforce match the mildew of what the platform goals to draw. Reid, a Raymond James veteran who joined Osaic earlier this yr, famous a private connection to the agency’s management by shared work on the Financial Services Institute Board.

“Freehold Wealth Management represents the kind of entrepreneurial, client-focused agency that thrives at Osaic,” Reid mentioned. “They constructed a significant multigenerational enterprise grounded in private service and long-term relationships, and we’re proud to help their continued progress throughout the communities they serve.”

The affiliation announcement follows a number of different companies which have not too long ago joined the Osaic community, together with Pearce Financial, Signature Private Wealth Management, and Neville & Associates. Advisors who joined the Freehold workforce as a part of the transition embrace Shelley Strobel-Erhardt, James Thornton, Mark Bloomer, Michael Wiseman and Jerry Pyles.

Osaic’s recruitment exercise comes because the agency targets what it has described publicly as sustainable natural progress slightly than continued consolidation following years of integrating a number of legacy broker-dealer manufacturers right into a single platform.