Ridgegate Advisors, LLC
SEC RegisteredWealth Management to Live Your Purpose™
About the firm
Ridgegate™ Financial is an independent wealth management firm founded in 2003 that treats retirement and family financial planning differently, looking at each family as 'Client, Inc.' The firm provides integrated, proactive financial leadership where life meets wealth.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial Planning, Wealth Management, Estate Strategy, Multi-Family Office, Retirement Planning, Tax Strategy, Life Insurance & Annuities, Alternative Investments, and Impact 1031.
Who they serve
Proactive families, high-net-worth to ultra-high-net-worth individuals, real estate investors, and individuals and families seeking retirement and financial planning.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 172 | $55M |
| High Net Worth Individuals | 27 | $63M |
| Charitable Organizations | 3 | $548k |
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ridgegate Advisors, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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