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REACH Strategic Wealth
Founded in 2009 by Robert Dishell, REACH Strategic Wealth formed when Dishell and his team transitioned their existing advisory practice from a previous...
REACH Strategic Wealth
Founded in 2009 by Robert Dishell, REACH Strategic Wealth formed when Dishell and his team transitioned their existing advisory practice from a previous independent RIA to the Raymond James platform, creating a structure that combines the platform's institutional resources with a family-office service model. The firm's origin as a breakaway practice that chose the employee-channel of a large broker-dealer rather than full independence shapes its identity, offering a curated multi-family office experience for business owners and professionals in Southern California. The firm deploys capital across a deliberately broad mandate, blending traditional portfolio management with direct alternatives. Core allocations span public equities and fixed income, but a meaningful portion of client portfolios is directed into private equity funds, direct real estate investments, and managed futures strategies. Rather than building proprietary funds, REACH functions as a gatekeeper and allocator, selecting external managers for alternative sleeves. The geographic concentration is heavily weighted toward the West Coast, with client assets and real estate projects primarily in the Los Angeles metro area and broader California markets. REACH operates as a team within Raymond James Financial Services, meaning its professionals are registered representatives of the broker-dealer. The firm's scale is not publicly disclosed, though Dishell has been active in industry media discussing practice management and alternatives integration for mid-sized RIA practices. No adjacent philanthropic vehicles or operating companies are public. In recent years, the firm's communications have emphasized direct real estate sourcing — including multifamily and commercial properties — as a differentiator within its competitive set. The team structure includes dedicated investment and planning professionals operating from a single office in Los Angeles. The firm's defining structural characteristic is its hybrid posture: it delivers family-office complexity under the compliance and custodial framework of a large broker-dealer. That architecture shapes everything from available private investment access to reporting cadence, creating a bounded but efficient version of multi-family office service — one that trades some structural independence for regulatory and operational infrastructure.
General information
Firm type
Multi Family Office
Year founded
2009
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Los Angeles
Corporate office
Los Angeles, CA, United States
Principals
Robert Dishell
Founder and CEO
Sector focus
Frequently asked questions
Who runs investment decisions at REACH Strategic Wealth?
Robert Dishell leads the firm as Founder and CEO and conducts the investment committee process alongside his team of advisors within the Raymond James framework. Team members hold industry designations including CFP and CIMA certifications, indicating a collaborative rather than purely discretionary approach to portfolio construction.
Is REACH structured as an independent RIA or part of a larger platform?
REACH operates as a practice within Raymond James Financial Services, meaning it uses Raymond James as its broker-dealer and custodian. This structure gives clients the custody and reporting infrastructure of a public company while REACH retains discretion over manager selection, asset allocation, and client relationship management.
Does REACH invest directly in real estate or only through funds?
REACH sources direct real estate investments, including multifamily and commercial properties, primarily in California. The firm evaluates individual deals rather than relying exclusively on commingled real estate funds, though fund vehicles are also used for private equity and managed futures exposure.
What is the firm's relationship with its previous RIA entity?
Robert Dishell and his team transitioned from a prior independent RIA to Raymond James in 2009, forming what is now REACH Strategic Wealth. This move placed the practice under a larger institutional umbrella while preserving the client relationships, investment process, and team continuity from the original firm.
Where does REACH source its private equity and alternative investment access?
Access to private equity, managed futures, and other alternative strategies comes primarily through Raymond James' alternative investments platform, supplemented by relationships Dishell and his team maintain with outside managers and real estate operators. The firm acts as an allocator selecting from institutional and boutique managers rather than originating proprietary funds.
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