Visionary Square

RIASEC Registered

Total AUM

$17.2B

Discretionary

$17.2B

100% of AUM

Avg account

$383K

Accounts

45,002

Employees

251

Advisory reps

304

Firm details

Headquarters: Charlotte, North Carolina
CRD number: 168267
Registered since: November 26, 2013
Website: visionarysquare.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI69.46%
Individuals25.24%
Charitable Organizations2.74%
Corporations / Businesses1.7%
Pension & Profit Sharing Plans0.86%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Visionary Square is an independent registered investment adviser organized as an LLC that describes itself as both a capital allocator and a platform partner for independent advisors. The firm is SEC-registered (initial registration recorded in 2013) and serves individual and family clients as well as institutional accounts. Its fee schedule includes percentage-of-AUM billing as well as hourly and fixed-fee arrangements. Visionary Square also operates as a registered representative of a broker-dealer and as an insurance broker, and it offers a broad set of advisory services: financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting services, selection of other advisers, and client education and publications. The organization recently rebranded from Independent Advisor Alliance to Visionary Square, presenting itself as an advisor-focused partner for independent practices. The firm has received industry recognition, including placement on Financial Times’ Top 300 RIA firms (2020), FA Magazine’s Top RIA Firms (2020), and Citywire’s 50 Growers Across America (2026).