Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > texas > houston > RIA ADVISORS
RIA ADVISORS
11750 Katy Freeway
Suite 840
Houston, Texas 77079
Tel: 281-501-1791
About RIA ADVISORS
RIA ADVISORS, formally registered with the SEC as RIA ADVISORS. The firm was established in 04/16/2013. They have over 2 offices throughout the country.
RIA ADVISORS is a Houston, Texas based Financial Planning firm with nearly $1,530,453,633 assets under management, offering retirement planning & investment advisory services to 3581 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 150661 |
| SEC# | 801-77832 |
| Assets Managed by Firm | $1,530,453,633 |
| No. of Clients | 3581 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
- Subscription fees
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3581 | $1,530,453,633 |
| Individuals (other than high net worth individuals) | 806 | $347,318,523 |
| High net worth individuals | 364 | $1,171,139,950 |
| Pension and profit sharing plans | 21 | $11,627,015 |
| Corporations or other businesses | 1 | $291,733 |
More Retirement Planning firms in Houston, Texas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 | |
| $112,362,200,000 | 102 | 361 |
Explore More Retirement Advisors in Houston, Texas