R1 FINANCIAL GROUP

Overview

R1 Financial Group is an independent registered investment adviser focused on serving individuals and families, with advisory work that centers on financial planning and portfolio management for individuals and small businesses. The firm runs a fee model that includes percentage-of-AUM billing alongside hourly and fixed fees, which supports both ongoing asset management relationships and project-based planning engagements. R1 shows a clear preference for publicly traded pooled vehicles — primarily mutual funds — as the backbone of client portfolios, and it does not position itself as an active ESG investor. The adviser appears to operate as a single-owner, independent RIA and manages client relationships with discretionary authority across its book.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices