Osaic Onboards $190 Million Firm Hoyt Jensen & Associates

The Phoenix-based advisory firm previously affiliated with Ameriprise Financial has joined Undefined Gridlines, Inc., an office of supervisory jurisdiction under Osaic.

Published on Feb. 21, 2026

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Osaic, one of the nation's largest providers of wealth management strategies, announced that Hoyt Jensen & Associates, a Phoenix-based advisory firm overseeing approximately $190 million in client assets, has joined Undefined Gridlines, Inc., an office of supervisory jurisdiction under Osaic. The move reflects Hoyt Jensen & Associates' shift toward a more independent model that better aligns with client-first values while maintaining support from a broader wealth management platform.

Why it matters

The partnership between Hoyt Jensen & Associates and Osaic highlights the growing trend of independent financial advisors seeking flexible independence models that provide the benefits of a larger platform while maintaining autonomy in serving clients. It also demonstrates Osaic's strategy of attracting advisory firms looking to leverage its technology, planning tools, and community engagement to enhance their practices.

The details

Led by financial advisors Justin Hoyt and Jason Jensen, Hoyt Jensen & Associates was previously affiliated with Ameriprise Financial. The team selected Osaic after evaluating multiple firms, citing the platform's balance of autonomy, infrastructure, and collaborative support as key factors in their decision. Hoyt Jensen & Associates will operate through Undefined Gridlines, leveraging Osaic's technology and planning platforms while maintaining independence in serving clients.

  • Osaic announced the partnership on February 21, 2026.

The players

Osaic

One of the nation's largest providers of wealth management strategies and a portfolio company of Reverence Capital Partners.

Hoyt Jensen & Associates

A Phoenix-based advisory firm that previously was affiliated with Ameriprise Financial and oversees approximately $190 million in client assets.

Justin Hoyt

Financial advisor at Hoyt Jensen & Associates.

Jason Jensen

Financial advisor at Hoyt Jensen & Associates.

John DiMonda

Executive Vice President of Advisor Engagement and Co-Head of the Independent Channel at Osaic.

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What they’re saying

“We were drawn to Osaic for its advisor-centric culture, flexible independence model, robust technology and planning platforms, and strong community support. The move to partner with UGLI allows us to deliver a more customized, forward-thinking experience for clients while positioning the practice for long-term scalability and succession planning.”

— Justin Hoyt, Financial Advisor At Hoyt Jensen & Associates

“We're proud to welcome a team that shares our values of empowering wealth and leaving lasting legacies. This partnership reflects our commitment to empowering advisors with the freedom and support they need to build enduring, client-focused businesses, with the backing of a platform designed to accelerate productivity and free up time.”

— John DiMonda, Executive Vice President Of Advisor Engagement And Co-Head Of The Independent Channel At Osaic

The takeaway

This partnership between Hoyt Jensen & Associates and Osaic demonstrates the growing demand among independent financial advisors for flexible independence models that provide the benefits of a larger platform while allowing them to maintain autonomy in serving their clients. It also highlights Osaic's strategy of attracting advisory firms seeking to leverage its technology, planning tools, and community engagement to enhance their practices and position themselves for long-term growth and succession planning.