Aegis Consulting, a Commonwealth Advisory Firm, Nearly Doubles Advisor Head Count and Assets

Aegis has reached nearly $2 billion in client assets, adding former Osaic advisors Mark O’Sickey and Paul Solorzano as it continues to expand its enterprise nationally.

Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, welcomed Jacksonville, Florida-based Aegis Consulting to its network of affiliated advisors in 2023. Eighteen months later, Aegis nearly doubled its client assets to almost $2 billion* and has grown its advisor team from nine to 17, including its newest additions, Mark O’Sickey and Paul Solorzano, CFP®.

“We are committed to supporting fast-growing enterprises and are honored to now include Aegis offices led by Mark O’Sickey and Paul Solorzano,” said Becca Hajjar, managing principal and chief business development officer. “When Aegis joined us last year, we were thrilled to start providing the enterprise-level support they sought to help fulfill their national growth strategy. Whether advisors want to join us directly or as part of an existing Commonwealth affiliate, we’re honored to help support their transition.”

Like most of the Aegis team, O’Sickey and Solorzano were formerly affiliated with Osaic and its predecessor, Lincoln Financial Advisors, for a combined 31 years. O’Sickey is based in Cleveland, Ohio, and Solorzano is based in San Francisco, California. Together, they brought nearly $600 million in client assets to Aegis.

“Mark and Paul are tremendous advisors and people, and we are excited to have them on the team,” said Alexander Harrison, managing partner of Aegis. “They, too, sought a best-fit corporate partner for their clients, staff, and practices and were attracted to Commonwealth’s culture, ownership structure, and award-winning service. By joining Aegis, they have the support and experience of our collective teams and the full resources of Commonwealth.”

Aegis Consulting serves more than 1,300 families from its offices in Jacksonville, Orlando, Tampa, and Boynton Beach, Florida; Reston, Virginia; Cleveland, Ohio; San Diego and San Francisco, California. Learn more about Aegis at https://www.aegisconsults.com.

“Our vision for growing Aegis was to build a national collective of like-minded advisors,” said Harrison. “We’ve been able to grow substantially because the combination of support, integrated technology, and wealth management tools that Commonwealth delivers pairs perfectly with the partnership values at Aegis. As our geographic footprint expands, we’ve taken steps to ensure that everyone stays connected, has fun, learns from one another, and feels part of our team.”

About Commonwealth Financial Network®

Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides financial advisors with holistic, integrated solutions that support business evolution, growth acceleration, and operational efficiency. J.D. Power ranks Commonwealth “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, 11 Times in a Row.” Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California. Learn more about how Commonwealth partners with approximately 2,200 independent financial advisors overseeing more than $296 billion** in assets nationwide by visiting www.commonwealth.com.

Commonwealth received the highest score among independent advisors in the J.D. Power 2010, 2012, 2013, 2014, and 2018‒2024 U.S. Financial Advisor Satisfaction Studies. Presented on July 10, 2024, for January to May of 2024, it is based on responses from 4,072 advisors employed by or affiliated with the firms included in the study. Not indicative of the firm’s future performance. Your experience may vary. Study is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee. Visit jdpower.com/awards for more details.

* As of 09/04/2024

** As of 12/31/2023

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