Forbes Top RIA Firms 2025
Awarded to Independent Advisor Alliance
Our team
Meet the family.
Our credentialed advisors and investment professionals bring more than 80 combined years of financial services experience, and they bring their disciplines together for every family we serve.
Independent Advisor Alliance leadership
The firm behind our firm.
Council Family Office operates through Independent Advisor Alliance. These IAA leaders support the compliance and marketing infrastructure our clients rely on.
Jessica Sexton and David Buzo are employees of Independent Advisor Alliance and are not affiliated with Council Family Office.
Our registered investment advisor
IAA / Visionary Square
Council Family Office partners with Independent Advisor Alliance (IAA) / Visionary Square, our Registered Investment Advisor (the firm legally responsible for our investment advice). IAA supports us operationally and helps us implement our vision, so we can focus entirely on our clients. The professionals who serve our clients do so through that relationship.
Recognition received by Independent Advisor Alliance
Industry recognition.
Financial Times 300
Awarded to Independent Advisor Alliance
These recognitions were received by Independent Advisor Alliance, the Registered Investment Advisor with which Council Family Office is affiliated. Council Family Office did not receive these awards and was not evaluated for them.
The Forbes Top RIA Firms ranking (2025) is developed by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including in-person and telephone interviews, assets under management, compliance records, firm size, and industry experience. The Financial Times 300 Top Registered Investment Advisers list is compiled by Ignites Research on behalf of the Financial Times based on assets under management, asset growth, years in existence, compliance record, industry certifications, and online accessibility. Neither ranking organization receives compensation from participating firms in exchange for placement. Rankings are not indicative of future performance, are not a guarantee of investment success, are not representative of any one client’s experience, and should not be construed as an endorsement of the adviser by any client. Ratings reflect information as of the date the list was published and may not reflect current circumstances.
Start with a conversation, not a commitment.
The first meeting is confidential, complimentary, and entirely about your situation. You leave understanding more than when you arrived — whether or not you work with us.
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