Holistic planning firm departs Commonwealth to leverage Osaic’s technology and vast network of capabilities

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced that Soundview Financial Group, an independent wealth management firm based in Tacoma, Washington, has joined its network. Led by financial advisor Josh Hummel, the team was previously affiliated with Commonwealth and oversees approximately $104 million in client assets.

“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,” said Hummel.

The Soundview team provides clients with fee-based, holistic financial planning designed to align investments with long-term goals. By joining Osaic, the firm will enhance its service model and access resources to support business expansion through flexible succession planning and capital solutions.

“We’re excited to support Josh and the Soundview team as they continue to accelerate their growth and success,” said Kristen Kimmell, executive vice president of business development at Osaic. “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.”

Soundview joins a growing list of independent firms aligning with Osaic from Commonwealth and other firms. Other recent additions include Four Pillars Investment Management, Gallagher Financial and REVUP Private Wealth.

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 approximately 11,000 financial professionals. Osaic’s mission is 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.

View source version on businesswire.com: https://www.businesswire.com/news/home/20251119381281/en/