As an independent firm, RiceBarrett Family Wealth has the freedom and flexibility to choose from the best technology, products, and services available so that our core values are always aligned with our clients’ interests.
Independence positions us ideally: we are big enough to get the job done, and small enough to get the job done right. To this end, we enhance effectiveness through our core strategic relationships with the following firms:
Sanctuary Wealth brings together an elite group of Wealth Advisors, selected for their experience, impressive compliance and performance records. These talented, highly experienced Advisors operate with their clients’ best interests as their primary focus. Partnered IndependenceSM ensures them comprehensive support in all aspects of serving clients and growing their businesses through affiliation with Noyes Group, LLC, a full-service investment firm headquartered in the Midwest, with offices throughout the country. Through its subsidiaries, Sanctuary Securities and Sanctuary Advisors, this partner-owned firm offers a comprehensive menu of products and services to individual and institutional clients.
TD Ameritrade Institutional* is a leading provider of comprehensive brokerage and custody services to more than 6,000 fee-based independent Registered Investment Advisors (RIAs) and their clients. The firm delivers smart operational solutions, innovative technology, customized practice management, and flexible investment solutions, all with one goal in mind — impeccable service. As steadfast advocates for independent advisors, TD Ameritrade Institutional continually speaks out to ensure that RIA needs and their clients’ needs are always considered within the regulatory environment. The firm’s collaborative approach and innovative technology solutions ensure that we spend less time navigating a one-size-fits-all solution and more time focused on exceeding your expectations.
Founded in 1999, Orion Advisor Services provides the integrated and fully customizable technology solutions that Advisors deploy to manage their businesses more efficiently. Eclipse, Orion’s next generation trading and rebalancing platform, enables Advisors to trade and rebalance portfolios specific to their needs, increasing Advisors’ ability to offer tax efficient portfolios at scale, improving trade desk efficiency and streamlining business processes. Orion’s technology solutions empower more than 950 firms representing more than $400 billion in client assets and over 1.5 million accounts.
Winner of 2017’s “Best Wealth Management Platform” award from FinTech Breakthrough, eMoney’s fully integrated platform delivers streamlined and sophisticated wealth planning capabilities throughout the advisor-client lifecycle. The platform includes an intuitive interface, financial planning options, aggregation capabilities, and diverse resources that, combined, facilitate outstanding collaboration and efficiency. Currently, it tracks more than $1.4 trillion in client assets; it is used by 46 out of the nation’s top 50 broker/dealers and by fifty percent of the top U.S. insurance companies.