ICG next moves from LPL Financial to Osaic with $2.3B in assets
Wall Township, NJ
Summary
ICG next, a Wall Township, New Jersey wealth manager led by James Costabile with about 21 advisors and $2.3 billion in client assets, left LPL Financial for Osaic, with plans to keep growing through recruiting and acquisitions.
Sources
7  Business Wire | $2.3 Billion ICG next Joins Osaic from LPL Financial · October 20, 2026 |
 Barron's | Former LPL Financial Advisor Team With $2.3 Billion in Client Assets Jumps to Osaic · October 20, 2026 |
 Financial Advisor | Osaic Adds $2.3B N.J. Advisor Team To Its Network · October 20, 2026 |
 InvestmentNews | Osaic reels in LPL team with $2.3 billion in assets · October 20, 2026 |
 Citywire | Osaic adds $2.3bn New Jersey team from LPL · October 20, 2026 |
 Wealth Management | $2.3B ICG Next Leaves LPL for Osaic with Plans for Acquisition · October 20, 2026 |
 Financial Advisor IQ | Osaic Snags 30-Person, $2.3B FA Team from LPL · October 21, 2026 |
More arrivals at Osaic
Full profile → Freehold Wealth Management Stifel Independent Advisors
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