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 RIA organized as an LLC and registered with the SEC in 2013. The firm serves both individual & family clients and institutional accounts, operating as a capital allocator that combines fee-based advisory services (percentage of AUM, hourly, and fixed fees) with brokerage and insurance distribution through registered representative and insurance broker activities. Core advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, selection of external advisers, and client education via publications and seminars. The firm does not identify as an active ESG investor. The organization recently rebranded from Independent Advisor Alliance to Visionary Square, positioning itself as a platform partner for independent advisors; materials cite a multi-advisor network with a national footprint and expanded platform capabilities. Visionary Square 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).