Even the most capable visionaries need a partner. Someone to help transform vision into reality.
That’s why we built Visionary Square: to be your modern Square.
Our History
It started in 2013 with seven advisors and a simple belief.
Independent advisors deserved better. Better support. Better resources. And a true partner who understood what it meant to run a business — not just manage a book.
More than a decade later, that belief hasn’t changed. But the firm has grown into something remarkable.
Today, Visionary Square supports over 250 advisors and 140 partner firms across the country. A team of dedicated home office employees who show up every day for one reason — you.
Our Story
Even the most capable visionaries need a partner. Someone to help transform vision into reality.
That’s why we built Visionary Square: to be your modern Square.
Our History
It started in 2013 with seven advisors and a simple belief.
Independent advisors deserved better. Better support. Better resources. And a true partner who understood what it meant to run a business — not just manage a book.
More than a decade later, that belief hasn’t changed. But the firm has grown into something remarkable.
Today, Visionary Square supports over 250 advisors and 140 partner firms across the country. A team of dedicated home office employees who show up every day for one reason — you.
Our Story
Even the most capable visionaries need a partner. Someone to help transform vision into reality.
That’s why we built Visionary Square: to be your modern Square.
Our History
It started in 2013 with seven advisors and a simple belief.
Independent advisors deserved better. Better support. Better resources. And a true partner who understood what it meant to run a business — not just manage a book.
More than a decade later, that belief hasn’t changed. But the firm has grown into something remarkable.
Today, Visionary Square supports over 250 advisors and 140 partner firms across the country. A team of dedicated home office employees who show up every day for one reason — you.
The growth speaks for itself:
Named to the Financial Times 300 Top RIAs
Recognized among the best RIAs in the country
Robert Russo Named a CEO of the Year Finalist
CEO named a finalist at the 2025 Wealth Management Industry Awards
Named to Forbes' 2025 Top RIA List
One of the most respected rankings in the industry
Surpassing $20B in AUS in 2024
A milestone that reflects the trust advisors place in us every day
LPL Financial Took a Minority Stake in the Firm
A landmark vote of confidence in the platforms and its future
But the numbers only tell part of the story.
What’s always set Visionary Square apart is the ability to see what’s missing. To identify the gaps that slow a practice down – compliance burdens, operational inefficiencies, technology blind spots – and solve them before they become problems.
Because independent advisors shouldn’t have to choose between freedom and support.
You built your practice to do things your way. Visionary Square exists to make sure you can.
What Sets You Up to Win
Three things make us different. and they’re designed with one thing in mind: you.
Partnership
You get your time back. We handle the infrastructure, technology, and support so you can focus on your clients and growing your firm.
Future-Focused
You stay ahead of change. We help you navigate industry shifts, protect your clients, and build a lasting legacy.
Transparency
You always know what you’re paying for. No surprises. Our clear pricing helps you plan better, keep more and invest in yourself.
Our Core Values
Our values aren’t just words. They shape how we support your business every day.
Advisor-First
Your goals come first. Every action, decision and solution starts with what benefits you.
Own It
You get a dedicated team that takes responsibility, consistently delivers and holds ourselves accountable.
Positive Energy
You work with people who care, collaborate, and bring momentum and a little bit of fun, not friction.
“We’re not a service provider; we’re a strategic partner for entrepreneurs building real businesses. Being independent shouldn’t mean doing it alone.”
