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Team move

ICG next

LPL Financial → Osaic

Reported

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
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