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In November of 2025 Newsweek partnered with market-data research firm Plant-A Insights to identify what they called the “best of the best” following a large-scale study that analyzed over 15,000 RIAs. The study identified the top 750 advisory firms in the U.S. based on criteria which included long and short-term asset performance, client performance, advisor expertise and client ratio, and breadth of service offerings. Self-recommendations were prohibited, and no compensation was provided for the ranking.

Everything your money needs. One membership.

Investment Management

Custom portfolios built for your goals — with 0% AUM fees. Automated tax-loss harvesting, direct indexing, and Roth conversion strategies. Your portfolio is managed by a team, not an algorithm.

Tax Planning & Filing

Proactive tax strategy, year-round optimization, and filing — to help ensure things don't slip through the cracks. Our CPAs and Enrolled Agents specialize in high-income complexity: K-1s, equity comp, multi-state, crypto.

Equity Compensation

ISOs, NSOs, RSUs, ESPP — build an exercise strategy that seeks to minimize taxes and maximize upside.

Retirement Planning

Know exactly where you stand with real-time projections, Roth conversion analysis, and distribution strategy.

Real Estate

Evaluate investment properties, model rental income, and plan the tax impact before you act.

Estate Planning

Wills, trusts, power of attorney, beneficiary reviews — all coordinated with your overall plan.

Cash Flow & Budgeting

See how your money moves and where it could be working harder. Set goals, track progress.

A disciplined approach, built to seek to grow wealth over the long term.

A portfolio doesn’t live in isolation. It sits alongside your taxes, cash flow and goals. We start with globally diversified portfolios designed to be resilient across market cycles, and tailor them to your specific household. Then we focus on what we can control: fees, taxes, strategic asset location and behavior. Done well, those choices can compound into the return you keep.

01

Integrated portfolio management

We treat the household, not the account, as the unit of investment. Allocation, asset location, and trading are coordinated across both spouses and across the accounts we manage and those we don’t.

02

Evidence-based investing

We utilize low-cost, globally diversified core portfolios designed to be resilient across market cycles — tailored to each household’s specific goals, constraints, tax situation and liquidity needs.

03

Compounding what we can control

Markets move on their own schedule. Fees, taxes and behavior we can manage. We focus where consistent attention has the most impact: lower fees, tax-aware asset location, tax-loss harvesting and disciplined rebalancing.

Potential annual benefit +2.3% to +5.6%

On a $1M portfolio at an 8% baseline return, this can translate to roughly $500K–$1.4M in additional accumulated wealth over 10 years. Illustrative, not guaranteed.

Where the value comes from No AUM fees0.25% – 1.0%

Lower-cost ETFs0.10% – 0.36%

Active tax-loss harvesting0.88% – 1.88%

Tax-aware asset location0.05% – 0.30%

Staying invested through cycles1.0% – 2.0%

Disclosure: assumes a high-tax-bracket investor (defined as individuals making $250,000 or more). Illustrative ranges, not guaranteed. Value of Range figures are based on: NerdWallet, “How Much Does a Financial Advisor Cost in 2026?”; ICI Research Perspective, Trends in the Expenses and Fees of Funds, 2025, March 2026, Vol. 32, No. 1; Financial Planning, “Vanguard Advisor’s Alpha study cites tax-loss harvesting”; Vanguard, Revisiting the Conventional Wisdom Regarding Asset Location, August 2022; Vanguard, “Investors winning as a behavior gap shrinks”; JPMorgan, “How cutting edge technology can enhance your wealth with tax savings,” June 2025. Tax-loss harvesting and direct indexing strategies seek to minimize tax impact but do not guarantee tax savings.

A team of specialists — not a single generalist.

Many advisors are one person covering everything. Range gives you a dedicated team: CFPs, CPAs, Enrolled Agents, and equity compensation specialists — from firms like Goldman Sachs, Vanguard, UBS and Merrill Lynch.

You get the right expert for every question.

Your AI financial advisor. Available 24/7.

Ask Rai anything about your finances — tax implications of exercising options, Roth conversion timing, cash flow questions, scenario planning. Get instant, data-informed answers grounded in your actual financial picture.

When you need deeper guidance, your human advisory team is always a message away.

Your complete financial picture. Finally.

Connect all your accounts — brokerage, retirement, bank, credit cards, real estate — and see everything in one place.

Range runs thousands of projections on your actual data, so you can see the impact of every decision before you make it. Monitor goals, track net worth, and plan for what's next — all in real time.

What our members say.

*Current member, not compensated for this testimonial.

★★★★★ "We love that Range has a team of experts working on your finances, versus just one traditional advisor."

★★★★★ "The advice has been incredible. Any time we send a question, the response has been quick, thoughtful and thorough."

★★★★★ "The presentation and organization of my data on the site is good. Easy to read. Easy to digest. My confidence in my finances has really improved."

A fiduciary team. A modern custodian.

Your investments are held by Altruist — an independent SEC-registered broker-dealer and qualified custodian. Range is the advisor, never the custodian.

SEC-registered fiduciary

Range Advisory, LLC is an SEC-registered investment adviser, legally bound to act in your best interest.

Frequently asked questions.

How is Range different from my current financial advisor?+ Many advisors are a single person managing investments and maybe basic planning. Range gives you a full team — CFPs, CPAs, tax strategists, and equity comp specialists — plus a platform that connects all your financial data in real time. You get comprehensive planning across investments, taxes, retirement, estate, real estate, and more. Not just portfolio management.

Is Range a fiduciary?+ Yes. Range is a Registered Investment Advisor (RIA) with the SEC. We are legally required to make recommendations in your best interest. Our advisors hold CFP, CPA, CFA, EA, and other top-tier certifications.

Can Range handle equity compensation, international taxes, or multiple properties?+ Yes — this is exactly what Range is built for. We have dedicated Equity Compensation Associates for stock options (ISOs, NSOs, RSUs), CPAs experienced with K-1s and multi-state filing, and advisors who specialize in real estate investment strategy and international tax planning.