$2.8B Total AUM
$1.9B Disc. AUM
-- 3Y CAGR
35 Employees
582 ADV. Clients
3 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- MomentumOak
- Established Date
- 04-13-2023
- Office Locations
- 5
Office Locations
109 Pheasant RUN Newtown PA
223 Eastern Boulevard Glastonbury CT
29 South Main Street Suite 311 West Hartford CT
About LRI Investments
Lindberg & Ripple (LRI Investments) is an independent, third-generation investment and insurance advisory firm that has remained independent since 1984, with 40+ years in financial services. The firm delivers customized long-term wealth management strategies, insurance solutions, and employer services for affluent individuals and families, successful executives, and business owners.
Team overview
54 AVG AGE
$89.7M AVG AUM / ADVISOR
$4.8M AVG AUM / CLIENT
2 yrs AVG TENURE
35 Employees
31 Advisory Reps
24 RIA Reps
3yrs Firm Age
Insights
Upgrade to reveal position-level detail across unison atlas.
Open the full profile to inspect shifts in horizon radial.
Open the full profile to inspect shifts in frontier value.
Unlock to compare peer behavior around optima signal.
Open the full profile to inspect shifts in zenith horizon.
Unlock to see real insight on value peak.
Open the full profile to inspect shifts in horizon wave.
Full visibility includes strategy notes for peak value ember.
Asset Classes
Pioneer meridian Horizon Radial summit Signal matrix Radial focus Alpha
Client Personas
Atlas insight Zenith
Custodian
Element radial Unison vector Harbor horizon Wave bridge Pioneer Pioneer harbor Capital Oak Momentum pathway Fusion Zenith Signal Insight north Value Eagle frontier Eagle Insight quantum
Investment Themes
Value Crest Timber Meridian eagle Foundation vector
Investment Vehicles
Wave Prime
Platform
Optima vertex Meridian Value delta
Services
Glacier focus Optima Catalyst frontier Frontier Vital Bridge crest Ridge Glacier Matrix Radial
Technology
Horizon harbor Atlas horizon
Owner & Executives
HAYLEY ANN SNELL
Chief Compliance Officer
- CRD
- #6490886
- Ownership
- Less than 5%
(456) 948-9015
prime.matrix@atlascapital.com
in linkedin.com/in/focus-momentum
Showing 1 of 1 owners & executives
Unlock allContacts
A
Andrew Vincent Albano
--
- CRD
- #7295972
(703) 673-6005
insight.matrix@oakcapital.com
in linkedin.com/in/atlas-vital
E
EVAN THOMAS ALTUZARRA
--
- CRD
- #7743874
(716) 326-7446
element.quantum@crestcapital.com
in linkedin.com/in/north-wave
P
Pioneer atlas
Eagle vital peak
- CRD
- #61818
(353) 823-8295
capital.eagle@quantumcapital.com
in linkedin.com/in/signal-quantum
Showing 2 of 24 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,890,171,429 | $1,341,499 |
| Non-Discretionary | $891,022,029 | $6,699,414 |
| Total | $2,781,193,458 | $1,803,627 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $2,781,193,458
Public Funds:
17.1% Equity - Exchange:
4.6% Cash:
5.2% Municipal Bonds:
18.0% Corporate - Investment Grade:
14.3% Corporate - Non-Investment Grade:
15.5% Derivatives:
13.2% Other:
12.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $440,571,181 | 17.1% |
| Equity - Exchange | $118,516,224 | 4.6% |
| Cash | $133,974,862 | 5.2% |
| Municipal Bonds | $463,759,138 | 18.0% |
| Corporate - Investment Grade | $368,430,870 | 14.3% |
| Corporate - Non-Investment Grade | $399,348,146 | 15.5% |
| Derivatives | $340,090,034 | 13.2% |
| Other | $311,749,198 | 12.1% |
| Total | $2,576,439,653 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| WAVE VERTEX | UNISON FOCUS | C1NG0CAM1 | FUH | 4.33% | $84,340,080 |
| VITAL INSIGHT CATALYST | SIGNAL ALPHA | 60V9PRIQF | OCZ | 9.31% | $24,779,386 |
| PRIME MERIDIAN MOMENTUM | RADIAL INSIGHT | 8PV1L4640 | LMY | 5.89% | $21,810,847 |
| MATRIX EMBER FOCUS | VITAL PATHWAY | O3ZSMUCEW | NPE | 2.17% | $13,638,836 |
| UNISON ZENITH FOUNDATION | CAPITAL GLACIER | 9KX5916AP | GNNU | 2.61% | $34,863,056 |
| OAK ZENITH VECTOR | EAGLE NORTH | F0QQU3WTS | VFCR | 5.05% | $35,162,031 |
| FOUNDATION FOUNDATION MERIDIAN | HARBOR QUANTUM | 7K49SIF5E | ZJZ | 0.70% | $7,358,573 |
| OPTIMA FOUNDATION HARBOR | ZENITH QUANTUM | FDM9RJSR4 | GNT | 9.30% | $22,303,056 |