Level Four Group

We are CHANGING
the Future of Financial Advice

Level Four Group offers a unified platform for individuals, families, and advisors seeking holistic, objective, and proactive financial guidance.

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Financial Success Shouldn’t Be Out of Reach

Whether you're growing your wealth, managing a business, or guiding clients as a financial professional, it’s easy to feel overwhelmed by fragmented solutions, outdated tools, and generic advice.

Who We Are

Level Four Group is a multi-disciplinary financial firm built to simplify the complex. We offer personalized, comprehensive solutions through our family of companies—including a FINRA-registered Broker/Dealer, multiple SEC-Registered Investment Advisors, and an Insurance Agency.

We exist to support individuals, families, business owners, and financial advisors with tools, strategies, and expert teams—all under one roof.

Our Proven Four-Step Process

Whether you're a client or a financial advisor, we walk with you every step of the way.

1

Organize

Understand your full financial picture.

2

Create

Build strategies tailored to your goals.

3

Plan

Develop a long-term financial path.

4

Communicate

Stay aligned through ongoing support.

Plan for the future you want

With Level Four Group, you get:

Experienced financial professionals

Truly holistic wealth management

Cutting-edge tools and integrated solutions

A firm that treats you like family

LEVEL FOUR AT-A-GLANCE

2000

YEAR FOUNDED

90+

Branch Offices

150+

Financial Professional

40,000+

households served

35+

Professional Designations

$9.4B+

Assets under Control

$248M+

Annual insurance premium

100+

Insurance carriers

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Ready to experience
the difference?

Find an Advisor Partner with us

Advisory

Fee-Based wealth management advice tailored to your needs.

More About Advisory Services

Securities

Brokerage accounts that fit your needs.

Secruties We Offer

Capital Management

Dedicated portfolio management with decades of experience managing assets.

Capital Management Solutions

Insurance Agency

Insurance to help build, manage, and preserve wealth for you and your family.

Our Insurance Agency

Sports & entertainment

Changing the way financial advice is delivered to athletes and entertainers.

Our Sports & Entertainment Solutions

Business Solutions

We offer solutions to help you build, manage, and preserve your business.

Business Solutions We Offer

For Financial Professionals

Looking to build or grow your practice?

Grow Your Practice With Us

For Insurance Agents

Grow your agency business with our products, services, & support.

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Who we serve

Individuals & Families

Objective, fiduciary guidance to protect and grow your wealth with purpose.

Private Client

Boutique, high-touch service for ultra-high net worth families with a multigenerational focus.

Business Owners

Strategic advice for complex business and personal finances—built around your needs.

Advisors & RIAs

We were built by advisors, for advisors. Access the tools, resources, and leadership you need to grow your practice.

What Makes Us Different

Specialized in Practice

Our team includes subject matter experts aligned with CFP® Board principles and industry best practices.

Flexibility in Practice

We adapt our process to meet your needs—whether you're planning for the future, navigating transitions, or building a firm.

Proactive in Service

We don’t wait for problems—we help you prevent them. Our systems are designed to anticipate needs and deliver solutions.

ALL-IN-ONE PLATFORM

Level Four offers a comprehensive wealth management platform and seamless, integrated resources for clients and advisors. We have everything in one place: investment advisory, insurance, planning tools, and expert support seamlessly connected.

Are you a financial professional?

Level Four Group - comprehensive suite of services - services wheel

Let’s Talk About Your Future

Contact Level Four to find out how you can begin to pursue the life you dream.

Corporate Contact Information

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Level Four Financial

Legal Disclosures | Privacy Policy | Form CRS

Check the background of your Financial Professional on FINRA’s BrokerCheck. We take protecting you data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. © 2021 Level Four Financial, LLC Member FINRA/SIPC Disclosures Representative Login | Representative Email

Level Four Capital Management

Investment advice offered through Level Four Capital Management, LLC, an SEC registered investment advisor. The content herein is derived from sources believe to be reliable and accurate. The information contained herein is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for informational purposes only, and should not be considered as a solicitation for the purchase or sale of any security.

Level Four Advisory

Check the background of your financial professional on FINRA's BrokerCheck.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities offered through Level Four Financial, LLC, a registered broker dealer and member of FINRA/SIPC. Advisory services are offered through Level Four Advisory Services, LLC, an SEC-registered investment advisor. Accounts carried by Raymond James & Associates, Inc. Member New York Stock Exchange/SIPC. Neither Level Four Financial, LLC nor Level Four Advisory Services, LLC offer tax or legal advice. Please contact your tax or legal professional for specific information regarding your individual situation. Level Four Financial Registered Representatives associated with this site may discuss and/or transact securities business only with residents in states where they are registered. Please refer to https://brokercheck.finra.org for additional information.

Check the background of your Financial Professional on FINRA’s BrokerCheck. We take protecting you data and privacy very seriously.

Level Four Group, LLC is a division of CRI Capital Group, LLC, a subsidiary of CRI Advisors, LLC. “CRI" is the brand name under which Carr, Riggs & Ingram, L.L.C. (“CPA Firm”) and CRI Advisors, LLC (“Advisors”) and its subsidiary entities provide professional services. CPA Firm and Advisors (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. CPA Firm is a licensed independent CPA firm that provides attest services to its clients, and Advisors and its subsidiary entities provide tax and business consulting services to their clients. Advisors and its subsidiary entities are not licensed CPA firms.