Ricco Wealth Partners
Ricco Wealth Partners is a Tampa-based independent registered investment advisor founded in 2009 that provides integrated wealth management, estate planning, and personal CFO services to 45 high net worth families ($95M AUM) across 12 U.S. states.
- Company typePrivate
- Founded2009
- HeadquartersTampa, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Ricco Wealth Partners does
Ricco Wealth Partners, LLC is an independent registered investment advisor founded in 2009 by Salvatore J. Ricco and headquartered in Tampa, Florida. The firm provides wealth management services to 45 high net worth families with combined assets under management and advisement of approximately $95 million. Service delivery is relationship-driven, offered through six integrated lines: Investment Management, Comprehensive Financial Planning, Estate Planning, Risk Management & Insurance Solutions, Education Funding, and Personal CFO Services, with the Personal CFO service acting as a coordination layer across clients' legal, tax, and other professional advisors. The firm is licensed to serve clients in 12 U.S. states (CA, DC, FL, IL, MA, MO, NC, NJ, NY, OH, PA, SC, WA).
The firm operates on a deliberately boutique model, with headcount estimated at 2-10 employees, and reports that over 70% of its client families have been with the firm for 15+ years. Revenue is generated through fee-based recurring advisory engagements plus securities transaction fees routed through its core broker-dealer partner, Cambridge Investment Research, Inc., which provides compliance, trade processing, technology support, research, and administrative back-office services. Cambridge and Ricco Wealth Partners are explicitly not affiliated entities. Specific fee rates are not publicly disclosed.
Ricco Wealth Partners has no proprietary technology platform, no app, no disclosed API integrations beyond a third-party account-lookup portal (CIRStatements), and no AI/ML capabilities. The firm holds no patents, trademarks, or external funding; it is founder-owned, operates as an LLC, and is privately held with no public ticker or institutional investors.
Ricco Wealth Partners firmographics
Firmographics- Name
- Ricco Wealth Partners
- Legal name
- Ricco Wealth Partners, LLC
- Website
- https://riccowealth.com
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Ricco Wealth Partners is a Tampa-based independent registered investment advisor founded in 2009 that provides integrated wealth management, estate planning, and personal CFO services to 45 high net worth families ($95M AUM) across 12 U.S. states.
- Ownership category
- akta.pro rank
Ricco Wealth Partners industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)
Keywords
Where Ricco Wealth Partners is headquartered
LocationHeadquarters
- HQ city
- Tampa
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Ricco Wealth Partners business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Investment Advisory Services: Fee-based advisory services for investment management, financial planning, estate planning, risk management, education funding, and Personal CFO services. Services coordinated with legal, tax, and other advisors.
- Securities Transactions: Securities offered through Cambridge Investment Research, Inc. (broker-dealer), member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Fee-based advisory services |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels2 records
Ricco Wealth Partners product offering
Product offeringCore offering
Ricco Wealth Partners is an independent boutique Registered Investment Advisor that delivers personalized wealth management to high net worth families across 12 U.S. states. Its six integrated offerings—Investment Management, Comprehensive Financial Planning, Estate Planning, Risk Management & Insurance Solutions, Education Funding, and Personal CFO Services—are coordinated to help clients build, preserve, and transfer wealth. The firm manages and advises on over $95 million for 45 families, with more than 70% of clients retained for over 15 years.
Product overview
Ricco Wealth Partners is an independent wealth management firm offering a unified suite of advisory services rather than a modular software platform. The firm provides six integrated service offerings: Investment Management, Comprehensive Financial Planning, Estate Planning, Risk Management & Insurance Solutions, Education Funding, and Personal CFO Services. These services are designed to work together as a cohesive wealth management approach, with the Personal CFO service serving as a coordinating layer that integrates with clients' legal, tax, and other professional advisors. The firm manages over $95 million for 45 families, emphasizing long-term relationships and independent, unbiased financial guidance.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Management Professional investment management services for high net worth clients, applying a long-term, empirically driven investment methodology that deliberately avoids market fads and headline-driven forecasts.
- Comprehensive Financial Planning Holistic financial planning that addresses multiple aspects of a client's financial life, coordinated with their legal, tax, and other professional advisors to create an integrated financial strategy.
- Estate Planning Strategic planning services focused on the transfer and preservation of wealth across generations, helping clients structure their estates effectively.
- Risk Management & Insurance Solutions Assessment and implementation of insurance solutions designed to protect client wealth and mitigate financial risks, integrated into each client's comprehensive financial plan.
- Education Funding Strategic planning services to help families save and invest for educational expenses, including college funding vehicles and savings strategies.
- Personal CFO Services High-touch advisory service that coordinates with clients' legal, tax, and other professional advisors to provide comprehensive financial oversight and decision-making support.
Quantifiable outcome
- 70%+ of client families retained for 15+ years
- +2 more outcomes
Companies that use Ricco Wealth Partners
Customer profileNamed customers1 record
Segments1 record
Ideal customer profiles1 record
Ricco Wealth Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
Ricco Wealth Partners partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Cambridge Investment Research, Inc.coreCambridge Investment Research, Inc. is the broker-dealer partner providing critical services including compliance, trade processing, technology support, research, and administrative services. Securities are offered through Cambridge Investment Research, Inc. (member FINRA/SIPC). Advisory services are provided through Cambridge Investment Research Advisors, Inc. Cambridge is recognized as one of the most respected and largest internally controlled independent broker-dealers in the U.S., and is a six-time honoree in the Broker/Dealer of the Year annual poll by Investment Advisor magazine. Ricco Wealth Partners and Cambridge are not affiliated entities.
Scale indicators4 records
Recent moves4 records
Expansion highlights2 records
Ricco Wealth Partners competitors and assessment
Company assessmentDirect peers
- Cambridge Investment Research Advisors: The RIA arm of Ricco's broker-dealer partner, Cambridge Investment Research. Operates the same independent-RIA model with FINRA/SIPC oversight and offers the exact compliance, technology, and back-office stack Ricco uses — making it the closest peer in business model and operational structure.
- Ronald Blue Trust: Boutique wealth management firm serving high-net-worth families with comprehensive financial planning, estate planning, and investment management. Closely comparable to Ricco in size, client profile (HNW families), service breadth, and faith-based/values-driven positioning.
- Buckingham Strategic Wealth: Independent RIA serving HNW families with fee-only financial planning and investment management. Comparable to Ricco in target client (HNW households), independent fee-only model, and comprehensive planning orientation.
Broad incumbents
- Mariner Wealth Advisors: Large national RIA serving HNW and ultra-HNW clients with comprehensive wealth, estate, and tax planning. Operates the same integrated Personal CFO-style service model as Ricco but at vastly greater scale — a relevant incumbent comparison for the same buyer persona.
- Creative Planning: One of the largest independent RIAs in the U.S., serving HNW families with holistic wealth management. Comparable service offering (investment management, estate planning, tax coordination) but at institutional scale; represents what Ricco's model looks like once scaled.
- Edelman Financial Engines: Large independent RIA offering investment management, financial planning, and retirement advice to HNW households. Similar fee-based model and HNW focus, but with proprietary planning technology and national scale that Ricco lacks.
- Carson Group: RIA support platform and wealth management firm serving financial advisors and their HNW clients. Comparable in that it serves HNW families through affiliated advisors, but operates at platform scale with technology, coaching, and back-office infrastructure unavailable to Ricco.
- Focus Financial Partners: Leading partnership model for independent RIAs serving HNW clients; Ricco is a potential tuck-in target for Focus or its peers. Comparable HNW client base and fiduciary model, though at vastly greater scale and with institutional ownership.
- Fisher Investments: Large independent investment management firm serving HNW and institutional clients. Overlaps with Ricco's investment-management service line for HNW families but operates at vastly greater scale and with a centralized portfolio-management approach.
Emerging players
- Sanctuary Wealth: Independent RIA platform supporting high-net-worth advisors. Similar model to Ricco (independent, advisor-led, HNW-focused) but structured as a multi-advisor platform — relevant as either a potential acquirer or a model of how Ricco's services could scale.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
Ricco Wealth Partners social profiles
Digital presenceRicco Wealth Partners compliance and trust
Trust signalCompliance2 records
Ricco Wealth Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Ricco Wealth Partners leadership team
Management profileNumber of profiles
Profiles1 record
Ricco Wealth Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Ricco Wealth Partners M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Ricco Wealth Partners
What does Ricco Wealth Partners do?
Ricco Wealth Partners is an independent boutique Registered Investment Advisor that delivers personalized wealth management to high net worth families across 12 U.S. states. Its six integrated offerings—Investment Management, Comprehensive Financial Planning, Estate Planning, Risk Management & Insurance Solutions, Education Funding, and Personal CFO Services—are coordinated to help clients build, preserve, and transfer wealth. The firm manages and advises on over $95 million for 45 families, with more than 70% of clients retained for over 15 years.
Is Ricco Wealth Partners a public or private company?
Ricco Wealth Partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Ricco Wealth Partners founded?
Ricco Wealth Partners was founded in 2009. It employs 1 to 10 people.
Where is Ricco Wealth Partners based?
Ricco Wealth Partners is headquartered in Tampa, United States, in the North America region.
How does Ricco Wealth Partners make money?
Two revenue lines are on record. Investment Advisory Services are the primary driver. The others are securities Transactions.
Who are Ricco Wealth Partners's main competitors?
Direct peers on record are Cambridge Investment Research Advisors, Ronald Blue Trust and Buckingham Strategic Wealth. Broad incumbents are Mariner Wealth Advisors, Creative Planning, Edelman Financial Engines, Carson Group, Focus Financial Partners and Fisher Investments. Sanctuary Wealth is listed as an emerging player.
Does Ricco Wealth Partners have an API?
No public API is recorded for Ricco Wealth Partners.
What industry is Ricco Wealth Partners in?
Ricco Wealth Partners's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAB, Broker-Dealer Affiliated Wealth Advisory. Its NAICS code is 523940 and its SIC code is 6282.