Quick Facts
Revenue, growth and (for ranks 1–15) rep and asset figures: Financial Planning IBD Elite 2026, self-reported by firms. Other figures as noted.
About Level Four Group
Level Four Group is a multi-disciplinary firm with a FINRA-registered broker-dealer, SEC-registered advisers and an insurance agency. Client accounts are carried by Raymond James & Associates.
Services Offered
Level Four provides brokerage, advisory services through Level Four Advisory Services, portfolio management, insurance, and business development and support services for financial advisors.
Leadership
Division of CRI Capital Group, LLC.
Level Four Group in the News
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Aug. 2026
Level Four appeared at No. 29 in Financial Planning's IBD Elite 2026 ranking, with no ranking in the prior year's study.
Source: Financial Planning (IBD Elite 2026 PDF)
Verify Level Four Group on FINRA BrokerCheck
Before working with any advisor affiliated with Level Four Group, review the firm's and the individual advisor's registration history and disclosures on FINRA BrokerCheck.