Team move
ICG next
LPL Financial → Osaic
What changed
Costabile leads ICG next, a ~$2.3B New Jersey–based firm with roughly 21 financial advisors plus client service and operations staff, in its transition from LPL Financial to Osaic; additional office in Melville, NY.
- Reported / discovered
- Oct 21, 2026
- Effective
- Not reported
- New role
- Managing Partner
- Previous role
- Not reported
- Market
- Wall Township, NJ
- Reported book
- $2.3B
- Reported team size
- 22 people
- Named people
- 2
Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.
Sources & evidence
IREI ↗Oct 21, 2026 · Reporting
Osaic newsroom ↗Oct 26, 2026 · Reporting
Private Wealth Daily ↗Oct 26, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
3 observations consolidated into one event.
Oct 27, 2026Source evidence reconciled
Oct 26, 2026Source evidence reconciled
Oct 21, 2026Source evidence reconciled