CHARLOTTE, NC — October 2, 2026 — Visionary Square today announced that it has been named the fastest-growing RIA in North Carolina by Citywire RIA as part of its annual “50 Growers Across America” report. 

The annual ranking highlights firms nationwide demonstrating exceptional growth, momentum, and advisor support. Today, Visionary Square supports a growing network of 250+ independent advisors and has more than $24 billion in AUS. 

Driven by its core mission to help financial advisors execute their vision, Visionary Square offers an independent model where advisors run their own practices, build their own brands, and maintain total ownership of their client relationships. To ensure optimal flexibility, the firm offers multi-custodial access through LPL Financial, Fidelity Investments, and Charles Schwab, as well as hybrid and RIA-only partnership options. 

“Growth isn’t a solo effort,” said Robert Russo, Founder and CEO of Visionary Square. “Our success is directly connected to the success of our partner firms. When they grow, we grow. This recognition reflects the ambition and dedication of the independent advisors we are fortunate to support.” 

Founded on the principle that advisors deserve both true independence and institutional-grade scale, Visionary Square provides comprehensive support spanning strategy, compliance, technology, marketing, insurance, M&A, succession planning, advanced financial planning, and more. 

“We’re proud of our Charlotte roots and our role in North Carolina’s thriving wealth management community,” added Russo. “At the same time, our vision extends nationally as a destination for growth-minded financial advisors across the country who are ready to think bigger.”