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Rai Wealth

For more than 30 years, RAI has been helping families pursue their financial goals. Through our commitment to caring above and beyond, we are able to help them to take advantage of the opportunities and attain their goals. We are a team of financial professionals who believe the best financial advice comes from understanding the whole family. At RAI, getting to know you is a key part of developing a financial plan that gets you where you want to go. Disclaimer Securities offered by Registered Representatives through Private Client Services, Member FINRA/ SIPC. Advisory products and services offered by Investment Advisory Representatives through RAI Wealth, a Registered Investment Advisor. Private Client Services and RAI Wealth are unaffiliated entities. RAI Wealth and Private Client Services do not offer tax or legal advice. Please consult your own tax and legal professionals for guidance on such matters. Our Advisors are Securities Registered in the follow states: AZ, CO, DC, FL, GA, IL, IN, MI, MN, OH, PA, TN, TX, UT Our Advisors offer advisory products and services in the following states: AZ, CA, CO, DC, FL, GA, HI, IL, IN, IA, MI, NY, OH, PA, TN, TX, UT, WI Access BrokerCheck by FINRA

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HeadquartersNaperville, United StatesEmployees11(1 to 10)Annual revenue$1M to <$10MWebsiteraiwealth.comLinkedIn profileLinkedIn

Verified contacts

12

available on Kipplo

LinkedIn employees

11

1 to 10 range

Open roles

no listings

Distinct roles

9

indexed titles

Tech stack

1

tools in use

Monthly traffic

185

organic / mo

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Top roles at Rai Wealth

9 distinct titles indexed · top 9 shown.

  • 2partner wealth advisor
  • 2service advisor
  • 2service associate
  • 1bookkeeper and operations assistant
  • 1chief investment officer
  • 1financial advisor
  • 1managing partner
  • 1operations associate
  • 1partner & coo

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