Advisor-Only. By Design.
Boutique where it counts. Scale when it matters.
We’re an advisor-only support partner with a 40-year track record. You keep your brand and client relationships; we bring the bench—case design, weekly compliance/licensing cadence, streamlined ops, and advocacy. Backed by national broker-dealer infrastructure, our support flexes with your practice from onboarding to succession, helping you reclaim hours and grow on your terms.
Affiliate Partners
Our partners serve clients nationwide, providing guidance and personalized strategies to meet their unique financial needs. We’re proud to work alongside these professionals.
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11611 N. Meridian Street, Suite 300, Carmel, IN 46032
Main: 800.421.8260 | Office: 317.573.2250 | Fax: 317.573.2254
State Registrations: The Registered Representatives of MarketShare Financial offer securities products & services through Osaic Wealth, Inc., member FINRA, SIPC. Registrations are specific to each Registered Representative. Collectively, the MarketShare network of Registered Representatives is registered in all fifty states. Some advisors are registered as investment advisory representatives affiliated through Osaic Wealth, Inc.
Disclosure: Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. This communication is strictly intended for individuals residing in all fifty states. No offers may be made or accepted from any resident outside the specific state(s) referenced. Osaic Wealth does not provide tax or legal services.
Disclosure: Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. These links are provided for informational purposes only. When you link to any of the websites provided here, you are leaving this website and assume total responsibility and risk for the use of the website you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites and we assume no liability for any actions taken from this information. Nor is the company liable for any technical issues that may arise from your use of a third-party website. Listed entities are not affiliated with Osaic Wealth, Inc.
