RSW Investments Holdings LLC
Responsible for approximately $2 billion in assets, RSW Investments specializes in the professional management of separate account municipal bond portfolios for individual investors, and may also provide investment advice to trusts, estates, charitable organizations, and other corporations or business entities.
RRBB
RRBB, or Rosenberg Rich Baker Berman & Company, is a professional accounting firm based in central New Jersey. With over 60 years of experience, the firm is known for its high-quality accounting, tax, audit, and advisory services. RRBB combines the resources of a large firm with the personalized attention typical...
Rosell Wealth Management
Rosell Wealth Management is an independent financial planning practice founded in Bend, Oregon in 2001. We specialize in working with affluent investors who are at or near retirement.
ROI Financial Advisors LLC
Delivering financial solutions for today, tomorrow, and in the future through a comprehensive personalized financial planning approach built on a long-term relationship with a knowledgable advisor.
ROI+ will offer a suite of affordable, coordinated services such as ROI+ Financial, ROI+ Tax, ROI+ Real Estate, and ROI+ Marketing & Design. The...
Robertson Stephens
Robertson Stephens is a national wealth management firm that focuses on providing personalized financial services to high net worth individuals, family offices, entrepreneurs, executives, and institutions. Originally founded in 1978 as a boutique investment bank in San Francisco, the firm has a rich history in the technology sector, particularly during...
RMB Capital
Curi RMB Capital is a registered investment advisory firm formed from the merger of Curi Capital and RMB Capital in early 2024. With over $13.85 billion in assets under advisement by the end of 2024, the firm focuses on providing comprehensive financial solutions to individuals, families, institutions, and employers.
The...
RiXtrema
RiXtrema is a financial technology company founded in 2010, specializing in risk management and compliance solutions for the investment management industry. With a team of around 25 employees, the company develops advanced software tools designed for financial advisors, retirement plan providers, and institutional investors.
The company offers a range of...
RiverFront Investment Group
RiverFront Investment Group is a global asset management firm based in Richmond, Virginia, founded in December 2007. The firm operates under a holding company structure, with majority ownership by its employees and minority ownership by Baird Financial Corporation. RiverFront emphasizes a "Process over Prediction" philosophy, focusing on systematic investment strategies...
River Wealth Advisors
River Wealth Advisors is a fee-only, SEC-registered investment advisor located in Camp Hill, PA and Allentown, PA. We focus on understanding you, your needs, and your short- and long-term financial objectives. This approach helps us to develop a personalized financial and investment plan that guides you through life's changing currents...
Ritholtz Wealth Management
Ritholtz Wealth Management is a financial advisory firm based in New York City, founded in 2013 by Barry Ritholtz and Josh Brown. The firm focuses on prioritizing client interests and emphasizes transparency, education, and a goals-based approach to wealth management. Ritholtz Wealth Management aims to simplify financial processes and provide...
Richard P Slaughter Associates Inc
Your Interests First and Foremost
In early 1991, Richard Slaughter created a firm designed to provide clients with the best possible financial advice and asset management, free of any product constraints or conflicts of interest. As one of the original fee-based firms in the nation, Slaughter Associates still maintains this...
Revolution Partners LLC
Revolution Partners is an independent, privately owned Registered Investment Advisor.
Our Pledge:
We uphold our fiduciary obligation without compromise.
We fully disclose all fees and service standards.
We align our interests with those of our clients.
We only work with associates and clients we trust and admire.
We never disclose...
Revere Securities
Revere Securities LLC is a U.S.-registered broker-dealer and financial services firm based in New York City, with additional offices in Boca Raton, Boston, and Middletown. Founded in 1983 and rebranded in 2009, Revere operates as a majority-owned subsidiary of Revere Capital Advisors, which was established in 2008.
The firm specializes...
Retirement Learning Center
Grow your practice faster with personalized support, tailored solutions, and expert guidance.
RLC provides unbiased, independent ERISA consultancy, offering expert guidance to CPAs, advisors, and financial professionals. Our services include award-winning ERISA and practice management consulting, customized training, and continuing education.
By partnering with RLC, you gain access to comprehensive...
Resonant Capital Advisors
Resonant Capital Advisors is a Wealth and Asset Management firm based in Madison, Wisconsin and founded in 2018. Resonant serves institutional and high net-worth clients, with an emphasis on multi-generational family businesses, entrepreneurs, and practice- or firm-owning professionals.
In addition to planning and investment solutions, Resonant provides business transition planning,...
Redhawk Wealth Advisors Inc
Originally founded in 2005, Redhawk Wealth Advisors is an SEC Registered Investment Advisor ("RIA") firm based in Minneapolis, Minnesota.
We offer a full-suite of wealth management and retirement plan services through leading technology and service providers. Additionally, we offer Captive Insurance, ERISA 3(21) & 3(38), Gold & Silver and Life...
RDM Financial Group at Hightower
RDM Financial Group is an experienced group of financial planners and investment professionals with offices in Westport, CT, Boca Raton, FL and New York City. Managing wealth in today's market is complex. We create customized financial plans with your individual needs in mind.
At RDM, we believe that wealth is...
Raymond James Associates Inc
Raymond James Financial is a diversified financial services holding company founded in 1962 in St. Petersburg, Florida. Originally named Robert A. James Investments, it merged with Raymond & Associates in 1964 and became a public company in 1983. The firm has grown into a Fortune 500 organization, with around 8,700–8,800...
Raptor Trading Systems
Raptor Trading Systems is a prominent provider of trading technology solutions, focusing on multi-asset class connectivity and trading platforms. Established in 2003 and headquartered in New York, the company has additional offices in Maryland, Miami, London, and Toronto. Raptor is known for its innovative and high-performance solutions tailored to the...
Rappaport Reiches Capital Management LLC
Rappaport Reiches Capital Management, LLC is an independent investment advisory firm based in Skokie, Illinois. Founded in 2005 by David Rappaport and Shari Greco Reiches, the firm specializes in comprehensive financial planning and investment management for individuals, families, and non-profit organizations. They focus on a holistic approach to wealth management,...