Visionary Square

RIASEC RegisteredEst. 2013

Total AUM

$17.2B

Discretionary

$17.2B

100% of AUM

Avg account

$383K

Accounts

45,002

Employees

251

Advisory reps

311

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 SEC-registered RIA formed in 2013 that positions itself as an advisor-first platform and capital allocator serving both individual/family and institutional clients. The firm offers a mix of pricing options (percentage of AUM, hourly, and fixed fees) and combines advisory services — financial planning, portfolio management for individuals and institutions, pension consulting, selection of outside managers, publications, and educational workshops — with broker-dealer registered representative and insurance brokerage activities. Visionary Square does not self-identify as an active ESG investor. The firm completed a rebrand from Independent Advisor Alliance to Visionary Square; marketing materials emphasize continuity of personnel and support while portraying a broader strategic platform for independent advisors. Those materials cite a network of more than 250 partner advisors and a stated $23+ billion in assets under support. Visionary Square has received industry recognition, including placement on Financial Times’ Top 300 RIA Firms (2020), inclusion on FA Magazine’s Top RIA Firms (2020), and a Citywire “50 Growers Across America” mention in 2026.