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Visionary Square

EST. AUM
$23,100,000,000

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Firm Details

Metro area Charlotte
CRD Number
Website visionarysquare.com
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Overview

Visionary Square is an independent advisor platform and practice consulting firm headquartered in Charlotte, North Carolina. Founded in 2013, the firm provides operational infrastructure, compliance oversight, technology suites, marketing programs, and transition support for over 260 independent financial advisors across 141 partner firms nationwide. Visionary Square offers both Hybrid and RIA-Only affiliation models, allowing wealth managers to maintain independence while outsourcing back-office, asset management, and administrative workflows.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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