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Who's Moving Where In Wealth Management – Osaic, Virtus, Raymond James
Editorial Staff
19 September 2025
Osaic, Virtus Aucoin and Dill arrive from Commonwealth Financial Network with client services manager Stephen J Aguillard Jr, and Blair joins from Morgan Stanley. The team collectively managed $156 million in client assets. Together, they form Aucoin Wealth Management in Baton Rouge, Louisiana.
Osaic, a portfolio company of Reverence Capital Partners, and a provider of wealth management strategies, has added Virtus Wealth Solutions – an all-women firm founded by financial planner Rachel Woo – to its supported independence channel.
Managing $460 million in client assets, the Morgantown, West Virginia-based firm transitioned from Commonwealth Financial Network to Osaic.
Along with Woo, advisor Tressa Wood is a certified financial planner. They are joined by five staff members.
Other firms joining Osaic from Commonwealth in recent months include Bridenback Wealth Management and Spear Wealth Management.
Raymond James
Financial advisors Troy Aucoin, Jill Blair and Patrick Dill have joined the independent advisor channel of Raymond James.