Osaic, one of the nation’s largest providers of wealth management strategies, has announced that ICG next, a New Jersey–based wealth management firm managing approximately $2.3 billion in client assets, has joined its growing adviser network.
ICG next joins Osaic from LPL Financial, a move to help better position the firm for its next phase of growth while preserving their longstanding culture, client relationships, dedication to client service and multigenerational planning philosophy.
Headquartered in Wall Township, N.J., ICG next is led by managing partner James Costabile alongside approximately 21 financial advisers and a team of client service and operations professionals. The firm maintains an additional office in Melville, N.Y., providing a presence across the New York/New Jersey tri-state area. ICG next serves mass-affluent and high-net-worth families across generations, with an approach centered on comprehensive planning, stewardship and high-touch service
