Devon, PA Office

Team
Updated today
OSAIC logo

OSAIC

Institution

Firm-wide stats for OSAIC

Total advisors

7,847

Across 3,554 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform that supports individual investors (including high‑net‑worth and non‑HNW households), retirement plan sponsors and participants, charities, and corporate clients. It offers both brokerage and advisory services across a range of programs — including comprehensive financial planning, advisor‑managed wrap and non‑wrap portfolios, Unified Managed Accounts, third‑party money manager programs, and retirement plan consulting — many of which are delivered through affiliated broker‑dealer and RIA relationships.

The firm’s investment process emphasizes model‑based asset allocation and portfolio optimization supported by risk‑tolerance questionnaires, efficient frontier analysis, and rebalancing tools; advisors can implement discretionary UMA or advisor‑managed strategies, impose client restrictions, or select third‑party managers and proprietary “Enterprise Strategist” models. Osaic also maintains multiple custodial and legacy program arrangements (including accounts transitioned from earlier mergers), and makes alternative investments available via third‑party platforms that perform initial and ongoing due diligence.

Compared with peers, Osaic is notable for its scale and recent consolidation activity, its complex affiliate network (broker‑dealer, asset managers, insurance and trust affiliates) and private‑equity ownership that influence its platform economics and product offerings. The firm also operates multiple lending and cash‑management programs and receives third‑party platform and revenue‑sharing arrangements — matters it discloses as potential conflicts of interest — and has had several recent regulatory disclosures and enforcement matters that led to enhanced controls and independent reviews.

Based on OSAIC

Expertise

Annuities Private / alternative investments

Based on OSAIC

Location

Bala Financial Group, 208 Old Lancaster Road

Devon PA 19333

Advisors at this office

7

Advisors at this office

user avatar

Christopher M

CFP®, Series 63, Series 65

Devon, PA

OSAIC

Christopher Mitchell is a CFP® professional with 21 years of experience in the financial industry. He has worked at OSAIC since 2018 and previously held roles at Sii and Ameriprise. Outside of his advisory work, he serves as President of the local chapter of the Association of Professional Ball Players of America and is an MLBPA certified sports agent specializing in contract negotiations for baseball players. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization across various investment programs and maintains a complex affiliate network that supports its broad platform.

Annuities Private / alternative investments
user avatar

Robert R

ChFC®, Series 63, Series 66

Devon, PA

OSAIC

Robert Riley is a ChFC® with over 52 years of industry experience. He has been with Osaic since 2018 and previously worked for John Hancock/Signator from 2003 to 2018. He serves as a foundation board member for Paoli Hospital, where he participates in fundraising and board activities. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering comprehensive financial planning, advisor-managed portfolios, retirement plan consulting, and access to third-party money managers. The firm emphasizes model-based asset allocation, portfolio optimization, and offers both brokerage and advisory services across various programs.

Annuities Private / alternative investments
user avatar

William W

Series 63, Series 65

Devon, PA

OSAIC

William Wilk is a financial advisor at Osaic Wealth, INC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Royal Alliance Associates, INC and Signator Investors, INC, among others. Wilk also serves as CFO of Bala Financial Group, where he manages sales and marketing of insurance and investment products alongside administrative responsibilities. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and multiple investment programs delivered through affiliated broker-dealer and registered investment advisor platforms.

Annuities Private / alternative investments
user avatar

John V

Series 66

Devon, PA

OSAIC

John Vondercrone is a financial advisor with OSAIC Wealth, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Royal Alliance Associates and Foresight Business Solutions. He is also the owner of JV CPA LLC, an accounting and tax practice, and is involved in selling personal sports card collections through eBay. OSAIC Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services including financial planning and managed portfolio programs. The firm emphasizes model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies across multiple affiliated broker-dealer and RIA platforms.

Annuities Private / alternative investments
user avatar

Joshua W

Series 63, Series 65

Devon, PA

OSAIC

Joshua Weiskopf is a financial advisor with OSAIC Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Royal Alliance Associates, SII/John Hancock Financial Network, Legacy Planning Partners, Securian Financial Services, Minnesota Life Insurance, and Raymond James Financial Services. He also owns a life insurance business focused on fixed insurance solutions and serves as a registered representative at Bala Financial Group offering insurance and investment products. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform that provides brokerage and advisory services, comprehensive financial planning, and portfolio management programs. The firm employs a model-based investment process with a broad range of strategies and maintains extensive affiliate relationships and custodial arrangements.

Annuities Private / alternative investments
user avatar

Brian M

CFP®, Series 63, Series 65

Devon, PA

OSAIC

Brian Mckittrick is a CFP® with 31 years of experience in the financial services industry. He is currently with OSAIC and has previously worked at Royal Alliance Associates, Inc. and Signator Investors, Inc. In addition to his advisory role, he operates an insurance brokerage focusing on health and group benefits. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process and a multi-advisor platform.

Annuities Private / alternative investments
user avatar

Joseph L

Series 63, Series 65

Devon, PA

OSAIC

Joseph Little is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He worked for Signator Investors, Inc. for 30 years before joining OSAIC in 2018. Outside of his advisory role, he is the managing partner of Bala Financial Group, Inc., involved in the sales and marketing of securities and insurance products. OSAIC serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm utilizes a model-based investment process with risk-tolerance assessments and portfolio optimization tools, providing a diverse set of program options for its clients.

Annuities Private / alternative investments
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)