$238.1M Total AUM
$238.1M Disc. AUM
8.6% 3Y CAGR
16 Employees
557 ADV. Clients
41 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-08-1985
- Office Locations
- 1
Office Locations
120 N. Bridge Street Suite A Linden MI
About Rachor Investment Advisory Services, LLC
Rachor Investment Advisory Services (Rachor Financial) provides one-on-one personal financial planning, retirement planning, and ongoing wealth management, building comprehensive plans and portfolios designed to manage risk and improve performance. Public disclosures indicate an asset-allocation oriented approach, work with entrepreneurs, and a primary custody relationship with Raymond James.
Team overview
34 AVG AGE
$17.0M AVG AUM / ADVISOR
$427.4K AVG AUM / CLIENT
8.5 yrs AVG TENURE
16 Employees
14 Advisory Reps
4 RIA Reps
41yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
T
TOD GERALD FISHER
Financial Advisor
- CRD
- #5718017
- Ownership
- Less than 5%
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
K
Kristine Marie Sherwood
Financial Advisor
- CRD
- #7129565
Available
Available
Available
Patricia Anne Walton
Advisor
- CRD
- #6708659
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $238,062,651 | $228,248 |
| Non-Discretionary | $0 | -- |
| Total | $238,062,651 | $228,248 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing