Wealth management solutions provider Osaic has added US-based Four Pillars Investment Management to its independent advisor network.
Four Pillars is the most recent advisor group to transition to Osaic from Commonwealth. Other such additions include Virtus Wealth Solutions, Gallagher Financial Services, and Hinck Private Wealth Management.
Led by investment advisor John T Evans, Four Pillars brings around $143m in assets to Osaic.
Other members of the Four Pillars team include Pamela Evans, who serves as a client service associate, and Jennifer Moss, who provides operations support.
Osaic business development executive vice president Kristen Kimmell said: “It’s a privilege to work alongside a firm that shares our commitment to client service.
“With our partnership, Four Pillars will have the flexibility to grow while staying true to who they are. Together, we’re expanding what’s possible and enhancing lives and legacies.”
The firm opted to align with Osaic due to the latter’s extensive resources for advisors, such as technology, a broader selection of financial products, and dedicated back-office assistance.
These offerings are intended to support Four Pillars as it continues to broaden its client base and services.
Four Pillars works with families, individuals, and small businesses throughout Southwest Florida, providing guidance on investments, business succession planning, and retirement strategies.
The company stresses the importance of building lasting client relationships and offers investment management tailored to personal and business needs.
Evans said: “Our mission is to help clients protect and grow their wealth with confidence and Osaic’s breadth of products, advanced technology and strong compliance support will allow us to expand how we serve clients.
“After meeting with multiple firms, Osaic stood out as being most aligned with our ethos. We are thrilled to move forward while staying grounded in the values that define Four Pillars.”
In June 2025, Osaic acquired investment firm CW Advisors for an undisclosed sum, and in April, NoxNumis, a wealth management firm, joined Osaic’s community of advisors.
