At Visionary Square, we believe in a simple truth: being independent should never mean being alone. Since our founding in 2013, we’ve stood alongside entrepreneurial advisors, providing the independent financial advisor support they need to build thriving practices on their own terms.
What began as a network of just seven advisors has grown into a nationwide alliance that today includes more than 220 advisors and 148 partner firms across 28 states. Together, our community manages over $22.7 billion in assets under supervision. While the numbers tell part of the story, what truly defines us is our mission: to serve as a transparent, steadfast support system for advisors who want to grow, innovate, and serve clients at the highest level.
Your Growth, Our Priority
At Visionary Square, we see our role not as a parent company dictating rules, but as a partner dedicated to independent financial advisor support. Advisors are the ultimate decision-makers in their practices, and we respect that. You know your clients, your goals, and your market better than anyone else. Our job is to equip you with the tools, strategies, and resources you need to thrive.
We provide compliance solutions, consulting, technology platforms, and tailored growth programs that free you up to focus on what matters most—your clients. Just as you are there to serve them, we are here to serve you.
Your Business, Your Way
No two advisors are alike, which is why flexibility lies at the heart of Visionary Square’s model. Our affiliation options give you the freedom to align your practice with your vision:
- Hybrid – LPL Financial serves as your broker/dealer while Visionary Square serves as your RIA.
- RIA-Only – For those seeking complete autonomy, Visionary Square serves as your RIA and you drop your brokerage license.
These choices ensure that you maintain independence while still benefiting from the right level of independent financial advisor support for your unique needs.
What Makes Us Different
With many options available to advisors in today’s marketplace, Visionary Square stands apart by delivering three distinct advantages:
Partnership
We believe in true partnership. By equipping advisors with technology, resources, and a dedicated team, we simplify the complexities of running a practice. That way, you can devote your time to building stronger client relationships.
Future-Focused
The financial services industry evolves constantly, and we help you stay ahead. From embracing innovation to adapting to regulatory change, Visionary Square provides future-ready independent financial advisor support that positions your business for long-term success.
Transparency
Our flat-fee pricing is consistent, straightforward, and free from hidden costs. With complete transparency, you can confidently plan expenses, invest in your business, and grow without unwelcome surprises.
Our Team of Experts
Behind every system and resource we offer is a team committed to your success. We know that the best independent financial advisor support is rooted in personal connection. At Visionary Square, you’ll never feel like a number—you’ll find a dedicated group of professionals ready to listen, collaborate, and help you achieve your goals.
Founder & CEO Robert Russo puts it best:
“We’re not just a service provider; we’re a strategic partner for entrepreneurs building real businesses. Being independent shouldn’t mean doing it alone.”
The Visionary Square Difference
Independence is powerful, but it comes with challenges. That’s why we’ve built an alliance designed to ensure advisors don’t have to go it alone. From compliance and consulting to growth strategies and succession planning, Visionary Square provides independent financial advisor support that empowers you to grow, innovate, and serve clients more effectively.
Our community continues to thrive because of the advisors who choose us—not just for the resources, but for the trust and partnership that come with them. Whether you’re considering independence or already running your own firm, Visionary Square offers the strength of a partnership that ensures your journey is never a solitary one.
Because at the end of the day, independence doesn’t have to mean isolation. With Visionary Square, you gain the power of a partnership dedicated to your long-term success.