Where advisors come to grow without going it alone.
Reveille is a different kind of business to build your practice on. Independent, growing, and built around a discipline that gives you something real to say when markets turn.
Most advisors have one answer in a downturn. We built a second.
Reveille's Rules-Based Investment Discipline uses a systematic, quantitative process designed to respond to changing market conditions. As conditions change, portfolio allocations may be adjusted to reduce exposure and emphasize more defensive investments. This provides a disciplined framework for responding to evolving markets while remaining focused on long-term client objectives.
You focus on clients. We can help with the rest.
Reveille helps with the work that pulls advisors away from their clients.
Investment
management
RBID and our strategies are run centrally, so you are not tied to a screen managing portfolios all day.
Financial
planning
A planning approach and team sit behind every relationship, so the plan is as strong as the portfolio.
Client
service
Our dedicated service managers and associates can be a resource for your team, so you can spend your time in front of clients and prospects.
Marketing
and content
Reveille's client videos and social media content, plus support for your own local marketing give you a steady presence and thought leadership to share.
Operations
and oversight
The strength and infrastructure of Raymond James behind you, so you are independent without being alone.
A path
to ownership
Real partnership for advisors who help build the business, not a ceiling on what you can become here.
Advisors who want to say something true.
We put our
clients first
You are tired of the buy-and-hold-only script and want a process you actually believe in when you walk into a review.
You want
to grow.
You want a business growing alongside you, with the support to take on more and a real path to partnership.
You've built something lasting.
You've spent years earning your clients' trust, and you want a disciplined team ready to carry it forward when you retire.
A business worth building on.
Client assets, including 401(k) plan assets.* For families, owners, and executives, most of whom came to us by referral. (*As of October 2026)
A team of more than twenty across
four offices in Georgia and Florida,
and expanding.
Four offices,
room to grow.
Peachtree City, our headquarters south of Atlanta, plus Augusta, Ocala, and The Villages, across Georgia and Florida. We are actively expanding, and the right advisor can help us reach further.
Let's talk, in confidence.
If you are exploring a move, the first conversation is private and carries no obligation. We will tell you honestly whether Reveille is the right fit.