A complete list of active advisors currently associated with RAI Wealth
Warmer can help you find a great advisor at RAI Wealth or one who fits your needs even better.
RAI Wealth (Brown Wealth Management, LLC, dba RAI Wealth) provides investment advice and planning to individuals, high‑net‑worth clients, families, trusts, estates, corporations and small businesses, offering discretionary portfolio management, one‑time and ongoing financial planning, tax planning and tax return preparation (the latter for an additional fee), and customized retirement plan advisory services. Engagements are tailored to client needs and may include implementation through model managers and sub‑advisers. The firm manages client assets using risk‑based proprietary model portfolios and applies modern portfolio theory alongside quantitative, factor and optimization tools to set allocations; it may delegate implementation to third‑party managers on the TownSquare platform and holds limited discretionary trading authority for managed accounts. RAI Wealth’s investment mix can include mutual funds, ETFs, individual fixed‑income and equity securities, option strategies, and—occasionally—use of margin or short‑term trading where appropriate, with periodic monitoring and at least annual client reviews. Notable distinctions relative to many team firms include that several advisory personnel are registered representatives of Private Client Services (PCS) and are licensed insurance agents, and the brochure discloses that these representatives may receive commission or insurance‑sale compensation and that certain custodian/program revenue arrangements exist. The firm also emphasizes its use of a third‑party model platform (TownSquare) with platform fees and the addition of tax preparation services alongside its ERISA retirement plan consulting offerings, which together create a service and compensation mix that differs from many fee‑only team advisors.
To learn more about the advisors currently working at RAI Wealth, 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.
Name |
Location |
Years of experience |
|---|---|---|
Naperville, IL
| 20
| |
Naperville, IL
| 17
| |
Naperville, IL
| 2
| |
Naperville, IL
| 15
| |
Naperville, IL
| 3
| |
Naperville, IL
| 10
|
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