A complete list of active advisors currently associated with RIA Advisors

Warmer can help you find a great advisor at RIA Advisors or one who fits your needs even better.

RIA Advisors provides fee-based investment management and financial planning to individuals (including high-net-worth clients) and to institutional retirement plans. The firm also serves as a sub-adviser to unaffiliated advisers and offers plan-level services—such as fiduciary consulting, IPS creation, QDIA review and participant education—for sponsors of ERISA-qualified plans. The firm typically manages accounts on a discretionary basis and uses a mix of fundamental and technical analysis within a Modern Portfolio Theory framework to construct portfolios. RIA Advisors also manages “held-away” retirement accounts through an order management platform (Pontera), implements rebalancing and uses third‑party fund scoring (fi360) as part of its selection and monitoring process. Compared with many peers, RIA Advisors has several uncommon features: it is affiliated with another SEC-registered adviser (RIA Global Research / SimpleVisor) and with two insurance-related affiliates (Alora Consulting and RIA Insurance Agency), shares personnel across those entities, and discloses commissioned insurance sales by its representatives. The firm also documents third‑party referral/promoter arrangements, provides employee education and one‑on‑one participant workshops for plan sponsors, accepts invoiced and PayPal payments (including recurring/custom plan billing options), and discloses receipt of institutional platform benefits from custodians.

To learn more about the advisors currently working at RIA Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.