A complete list of active advisors currently associated with R1 Financial Group

Warmer can help you find a great advisor at R1 Financial Group or one who fits your needs even better.

R1 Financial Group is a state-registered independent investment adviser that provides discretionary and non-discretionary portfolio management alongside fee-for-service financial planning to individuals, high-net-worth individuals and trusts. The firm implements client plans using mutual funds, ETFs, individual equities and fixed-income instruments and communicates periodically about account changes and rebalancing. The firm’s investment process combines fundamental value analysis with technical analysis, typically pursuing a long-term value-oriented strategy while occasionally employing shorter-term trades. Portfolios may be relatively concentrated and can include small- and mid-cap stocks as well as lower-rated, higher-yield fixed-income securities, with ongoing monitoring and periodic rebalancing. Noteworthy aspects include a relatively modest asset base (about $21.5 million) across roughly 43 client relationships and no stated account minimum, and an explicit willingness to invest in turnaround or negative-earnings companies and in high-yield debt—choices that can increase volatility compared with more broadly diversified peers. The firm also discloses that its adviser holds life and health insurance licensing and may recommend commissionable insurance products, permits client-directed brokerage, and may deduct advisory fees directly from custodian accounts.

To learn more about the advisors currently working at R1 Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.